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Tax Matters Inc.

(302) 731-4949

Tax Return Preparation Checklist (Tax Year 2013)

Place a “” next to those items that apply to you

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Mailing address changed Occupation changed Marital status changed Employee compensation received (Form W-2) Money, goods, or services received from an employer that are not reported on Form W-2 such as a: fixed car allowance; tip income… Self-employed Resided and worked in different states Interest income (Form 1099-INT, Form 1099-OID) Dividend income (Form 1099-DIV) Pension, annuity, or a lump-sum distribution received (Form 1099-R) Social Security benefits received or repaid (Form SSA-1099) Withdrew funds from an IRA, 401k, SEP, 403(b), SEP-IRA, SIMPLE or similar retirement-type plan (Form 1099-R) Alimony received or paid Unemployment compensation (Form 1099-G) Rental property Schedule K-1 from a partnership, S corporation, estate, trust… Tax-exempt income (municipal bond interest…) Lawsuit settlement income Jury duty pay State or local income tax refund received (Form 1099-G) Real estate tax rebate or refund received Direct Deposit your tax refund: financial institution name; type of account (checking or savings); Routing Transit Number (RTN); and account #

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