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Tax Forms

Making Finances Simple. Changing Lives.
** Checklist & Worksheets may not load properly if your browser has issues with its .pdf plugin. Contact us if you run into any snags, as we can always email you PDF versions.​

Client Checklist (guides you through paperwork gathering)

Checklists ​(select applicable tax year)
2024 tax year (generally prepared in 2025 calendar year)
2023 tax year (generally prepared in 2024 calendar year)
2022 tax year (generally prepared in 2023 calendar year)
2021 tax year ​(generally prepared in 2022 calendar year)
2020 tax year ​(generally prepared in 2021 calendar year)
2019 tax year ​(generally prepared in 2020 calendar year)
​2018 & prior tax years
​​

Supporting Worksheets

  • Child & Dependent Care Expenses
  • Property Donations (Goodwill, etc.)
  • ​Fair Market Value Calculator (used to transfer data to above worksheet)
  • Investment/Rental Properties #1 (solely rental, separate from personal)
  • Investment/Rental Properties #2 (part rental/part personal - Airbnb, renting room in home, renting 2nd unit of home etc.)
  • Home Sale (investment properties & primary residences)
  • Self-Employed Deductions (Business Owner / Independent Contractors)
  • Employee Deductions (W2 Wage Earners)

Government Forms

  • ​W-9 (request for taxpayer ID number)
  • 4506-T (request for transcript of tax return)
  • SS-4 (request for employer identification number)
  • W-7 (request for individual taxpayer identification number)

Paycheck Withholdings Forms

  • Not all states have direct pdf links to their own forms. Some states go off the IRS W-4 for withholdings.
Paycheck withholdings
IRS (W-4)
Alabama (A-4)
​Arizona (A-4)
Arkansas (AR4EC)
California (DE-4)
Colorado (DR 1093)
Connecticut (CT-W4)
Delaware (SD-W4A)
Georgia (G-4)
Hawaii (HW-4)
Idaho (W-4)
Illinois (ILW-4)
Indiana (WH-4)
​Iowa (IAW-4)
Kansas (K-4)
Kentucky (K-4)
Louisiana (L-4)
Maine (W4-ME)
Maryland (MW-507)
Massachusetts (M-4)
Michigan (MI-W4)
Minnesota (W-4MN)
Mississippi (89-350-12)
Missouri (MO W-4)
Nebraska (9N)
New Jersey (NJ-W4)
New York (IT-2104)
North Carolina (NC-4)
Ohio (IT-4)
Oklahoma (OK-W4)
Rhode Island (RI-W4)
Vermont (W-4VT)
Virginia (VA-4)
West Virginia (WV-IT104)
​Wisconsin (WT-4)

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​​© 2025 Peshke Financial Inc., all rights reserved. NMLS #2244878. DRE #02210589. "Making Finances Simple. Changing Lives." is a registered trademark with USPTO. Material contained in this website is for informational purposes only and is not meant to be construed as direct financial advice for your specific situation. It is recommended that you consult with your own advisors for any personalized financial guidance. Since we’re not licensed attorneys, we cannot provide legal advice. As such, any info contained in this website should not be construed as direct legal advice. Individual Licensure (see profiles) - click here. Send Docs Securely - click here. Privacy Policy - click here.