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CLIENT CHECKLIST 2018Copy of previous year tax return if new client, full legal name of everyone on return, date of birth, social security #INCOME – all sources of incomeW-2s1099 Interest income, 1099 Dividend income, 1099 – Misc income – business income Schedule C Sole ProprietorAlimony received or alimony paid, this is also called spousal maintenance 1099-B – Sales of stocks/bonds/mutual funds1099-S – sale proceeds of property/business or residentialBusiness income: Rental income received – schedule of rental income and deductions1099-G – refund of previous year AZ refund, available on AZDOR websiteIRA distributions – 1099R – 401K distributions or rollovers, 1099-R IRA distributions/rolloversK-1s – partnership, S Corp, etc. incomeSocial security benefits if you receive them 1099-SA Adjustments to incomeStudent loan interest 1098-E statement(s)Educator expenses (allowed up to $250 deduction) K-12 teachers Health Savings account deduction, HSA 1099-SA form if you had a distribution in 2018Self-employed Sep/IRA/ and qualified plans contribution amountsDeductions:All medical, dental, RX, vision care out of pocket expenses, medical milesChild care expenses, total by child, childcare provider names, address, EIN, total amount paidEducation expenses, total tuition, fees, and books paid 2018, 1098 Tuition statement VLT (annual vehicle licenses tax paid on cars)1098 Mortgage interest statements, real estate taxes paid on primary residenceReal estate taxes paid on all properties ownedClosing papers on purchase of new home or refinance (deductible points/loan origination fees paidTotal gifts to charity, cash and non-cash broken out, total by charity, receipts for donations over $250.AZ credits – amounts donated to private, public AZ schools, AZ charitable organizations donations, AZ Military family donation/credit, AZ Qualified Foster care organization donation amountsUnreimbursed employee business expenses, dues, uniforms, work tools – no longer allowed for federal, AZ might still allow Miscellaneous deductions – still pending in AZ legislatureDid you install any solar in your primary residence in 2018? Energy efficient appliances?Previous year tax prep fees paid, can use toward Schedule C business incomeAll business expenses if self-employed (cost of goods sold, advertising, mileage, supplies, etc)Did you pay any estimated taxes? Amount paid, dates paid? 1040 estimated payment vouchersDid you have health insurance for everyone on your return for the entire year? If not, how many months of coverage did you have? 1095-B or 1095-C – proof of coverage by employer or insurance carrier, please bring if you have them.refund – I will need your bank name, routing # and account number to set up direct deposits (copy of void check) ................
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