Tax Preparation Checklist



NOTE: Everything on the checklist isn’t applicable to every client….Personal InformationValid ID, Driver’s License/State ID Social Security Card’s For Everyone Your spouse’s full name and social security numberOther People Who May Belong on Your ReturnDates of birth and social security numberChildcare records (including the providers ID number)Approximate income of other adults in your home (not spouse if filing jointly)Form 8332, copies of your divorce decree, or other documents showing that your ex-spouse is releasing their right to claim a child to you.)Education PaymentsBills from the educational institution or anything that itemizes what you paid or received loans for versus what was covered by scholarship or other financial aidForms 1098-T and 1098-E if you received themScholarships and fellowshipsEmployee InformationForms w-2Did you borrow from your IRA, 401K, SEP, etc.?Employment informationForms 1099-MISC, Schedules K-1, income records to verify amounts not reported on 1099’sRecord of all expenses- check registers or credit card statements, and receiptsBusiness-use asset information (cost, date placed in service, etc.) for depreciationSmall Businesses/ Self-Employed or (1099-MISC) Individuals Income Office Address etc.;Total miles driven for the year (beginning/ending odometer reading)Total business miles driven for the year (other than commuting)Amount of parking tolls paidIf you want to claim actual expenses; receipts, or total for gas, oil, car washes, licenses, personal property tax, lease or interest expense, etc. Telephone/Cell Phone BillsInternet SuppliesOffice ExpensesMeals (Entertainment)Commercial Lease PaymentsAre you 1099 Misc. any of your employees?Equipment Rental Expenses TravelMisc. Expenses Legal/ Professional Fees Work Clothes/Shoes Invoices Work/Job Orders All Business Related Receipts of Purchases Pertaining to Business Expenses Rental IncomeRecords of income, expenses, and lossesRental asset information(cost, date placed in service, etc.) for depreciation Job ExpensesUniformsWork shoesResumeJob searchRelocationMileageVehicle repairsGas/oilMisc. ReceiptsTelephone/Internet/ Cell Phone (home office)Retirement income Pension/IRA/annuity income (1099-R) Social security/RRB income (1099-SSA, RRB-1099)Savings and InvestmentsInterest, dividend income (1099-INT, 1099-OID, 1099-DIV)Income from sales of stock or other property (1099-B, 1099-S)Dates of acquisition and records of your cost or other basis in property you soldOther incomeUnemployment, state tax refund (1099-G)Gambling income (W-2G or records showing income, as well as expense records)Amount of any alimony received and ex-spouse’s nameHealth care reimbursements (1099-SA or 1099-LTC)Jury duty recordsHobby income and expensesPrizes and awardsDividend income (1099-DIV)Interest income from a checking account 1099 Misc. Income Self-Employment (Businesses) Itemizing DeductionsForms 1098 or other mortgage statementsAmount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paidReal estate and personal property tax records Invoice showing amount of vehicles sales tax paidHUD statement showing closing date of home paymentsCash amounts donated to houses of worship, schools, other charitable organizationsAmounts paid for healthcare insurance (copays, insurance deductibles)Amounts of miles driven for charitable or medical purposes Expenses related to your investments Amount paid for tax preparation of your prior year tax returnEmployment-related expenses (Dues, publications, tools, uniform cost and cleaning, travel etc)Any casualty-theft, flood, storm damageDid you make any energy efficient repairs to your home?Medical/Dental Expenses paid Directly by you Payroll deductedOut-Of-Pockets Medical, Dental, Vision Doctor Bills Etc.IRA InformationAmount contributed for the yearTraditional IRA ContributionsRoth IRA Contributions 403 B Contributions Thrift Savings Contributions 401K ContributionsCustodian Fees/Advisor Fees Value of IRAS on December 31If You Were Affected by a Federally Declared DisasterCity/county you lived/worked / had property inRecords to support property losses (appraisal, clean- up costs, etc.)Records of rebuilding/repair costsInsurance reimbursements/claims to be paidFEMA assistance information ................
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