CHECK LIST FOR F25 INDIVIDUAL CLIENTS

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DOCUMENTS

STATUS

INCOME

1

W-2

2

1099S

3

Schedule K-1

4

Income from rental properties or other investments

5

Mortgage interest statements (Form 1098)

6

Property tax receipts

7

Charitable donation receipts

8

Medical expense records

9

Education expense records (1098-T)

10

IRA contribution records

11

Settlement Statement (HUD-1 or Closing Disclosure)