Personal Tax Checklist
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JL Financial Multi Services
Please review the Tax Checklist Form below. The checklist has questions that need to be answered in order to begin your process. Below is also an opportunity to receive Tax Bonuses by participating in our referral bonus program.
PERSONAL INFORMATION FOR EACH FAMILY MEMBER:( MANDATORY)
- Name
- Date of Birth
- SSN
- Valid Driver’s License picture ID
- Most current mailing address
INCOME AND TAX INFORMATION: (REQUIRED ONLY IF IT APPLIES TO YOU)
- W-2’s
- Interest (1099-INT or substitute)
- Dividend Slips (1099-DIV or substitute)
- Stock Sales (1099-B or Broker Statement)
- Self-Employment Income and Expenses
- Sale of a Personal Residence
- Rental Income and Expenses
- Sale of any Business Assets
- Miscellaneous Income (1099-MISC)
- Gambling or Lottery Winnings (W-2G for some winnings)
- State Income Tax Refund (1099-G)
- Pension Income (1099-R)
- Estimated Taxes Paid
- Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
- IRA or 401(k) Distribution (1099-R)
- Unemployment Compensation (1099-G)
DEDUCTIONS/ADJUSTMENTS: ( REQUIRED ONLY IF IT APPLIES TO YOU)
- Medical Expenses
- Real Estate or Personal Property Taxes
- Mortgage Interest
- Employee Business Expenses
- Charitable Contributions (cash and non-cash)
- Moving Expenses
- Traditional IRA Contributions
- Higher Education Expenses
- Employee Business Expenses
- Educator Expenses
TAX CREDITS:
- Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)
- Adoption Expenses
- Retirement Savings Contributions Credit
Fees:
- Fee totals will be provided with tax quote. All fees are deducted when the IRS deposits your funds.There are NO upfront cost if you are receiving a refund.
TAX CREDITS:
We will be doing 50 per referral bonus again this year. You will receive the bonus once the person you referred receives the refund. If you have a lot of people you are sending our way, please send a list so we can keep better track. Make sure every person you refer includes your full name. Bonuses are paid zelle or venmo only. We do our best to compensate so if we miss someone, just reach out to us and we will get you paid.
We look forward to working with you! We will work to get you the maximum refund!