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COUNTDOWN TO: Tax Day 2023

to be completed by clients

Wealth Management Reps logo

Juli Charlesworth, CPA, and Justene Charlesworth, MBA, are members of Wealth Management Reps, a group of financial professionals who work together to strengthen the marketing and education aspects of their financial services business, all while maintaining individual offices and servicing their own clients. Part of that association is a wealth of information for use by our clients. These links will take you to an outside website.

30 year logo Charlesworth financial services
Tax Return

**The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.**

What is needed for your tax return?

Provide the following if applicable:

♦ Copy of your non-expired driver’s license (or ID), if not provided last tax season

♦ New clients only: copy of your 2022 tax return prepared elsewhere

♦ Voided check for direct deposit or electronic payment of balance due (if not on file)

♦ Form(s) W-2 (wages, etc.)

♦ Form(s) 1099 (interest, dividends, retirement, social security, unemployment and other income)

♦ Records of estimated taxes paid

♦ HSA forms (contributions to and distributions from)

♦ Childcare provider information

♦ Indiana property (real estate) taxes paid on your main residence in 2023

♦ Form(s) 1098 (mortgage interest, tuition, student loans)

♦ Contributions to Indiana College Choice 529 Plans

♦ Many Americans can no longer itemize. If you think your total itemized deductions are more than $14,600 for single taxpayers and $29,200 for married, send in totals of itemized deduction categories (license plate excise taxes, contributions, medical (even higher limitations, property taxes on all properties)

♦ Schedule(s) K-1 (income/loss from partnerships, LLCs, S corps)

♦ Health Insurance Marketplace forms

♦ Brokerage statements from stock, bond or other investment transactions such as mutual fund statements

♦ Pandemic related business loans or credits (bring details)

♦ Cryptocurrency (e.g. Bitcoin) sales and/or earnings and details

♦ Closing statements pertaining to 2023 real estate transactions (purchases and sales)

♦ Any tax notices received from the IRS or other taxing agency

♦ Life Insurance Policies which you would like a complimentary review

♦ 401K documents from current or prior employment for learning about options available to you

When to call us throughout the year?


Situations where you may need advice and are encouraged to call our office during the year:

♦If you would like to evaluate potential options for cash, CDs or bonds

♦ Anytime you want to start a new journey for the way you are now saving for college, retirement or any financial goal*

♦ Before receiving a distribution from a 401K, IRA or other pension

♦ Before starting or converting an IRA (individual retirement account)

♦ Buy or sell a house or rental property

♦ Receive an inheritance

♦ Sell or redeem more than $5,000 in stocks, bonds or mutual funds

♦ Start, sell or close a small business

♦ Retire or start receiving Social Security

♦ If your investment time horizon changes

♦ Receive a notice from the IRS or DOR

♦ Any situation needing a second opinion

♦ If you would like a complimentary life insurance review

♦ Decide you want to protect your assets from the potential of rising costs of long term care

♦ When you decide to have me be the representative of record on your investment accounts

♦ If you have a friend or relative whom you would like to refer to us

♦ If you would like an analysis of your financial situation

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