MENNE Tax & Accounting
CHECKLIST FOR INDIVIDUALS
DOCUMENTS NEEDED
□ Copy of Driver’s license (and spouse if married)
□ Social Security cards for dependents
□ Birth Certificate for all dependents
□ Voided check for direct deposit of refund, if applicable
□ Copy of last year’s taxes ONLY if a new client
□ Health care coverage? If Obamacare, Marketplace or Affordable care must have a 1095A form from your insurance company.
INCOME
1. All forms of income W-2s, 1099’s, 1099R’s,
2. Dividends and interest statements
3. Capital gain / Investment Year end statements
4. Rental Income (see checklist for rental property)
5. Sales of personal residence, including Purchase date/Price and Sell Date/Price
6. Alimony
7. Unemployment compensation, 1099G
8. State income tax refund from previous year
9. Social security and Railroad Retirement statements
10. 1099R - Pensions, annuities, retirement, 401K distributions, inheritance
11. Farm income, agriculture income (see checklist for farm expense)
12. Contract Labor income (see sole propiertor checklist)
13. Direct Sales income i.e. Thirty- one, R&F, Pampered Chef, etc. (see checklist for direct sales)
14. Gambling and lottery winnings
15. K-1 / 1065 income from S-Corp, trust income and / or 1065 Partnership income
DEDUCTIONS AND CREDITS
16. IRA – Traditional IRA contributions
17. Self Employed KEOGH, SEP & SIMPLE contributions
18. Estimated tax payments made to federal and/or state
19. Interest paid on qualified student loans
20. 1098T form from qualified educational institute
21. Medical expenses (Health care only if not pre-tax, prescriptions, vision, dental, and mileage)
22. Real estate and personal property taxes (Boat, Trailers, Motor Homes, Vehicle Excise Tax)
23. Foreign income tax
24. Home mortgage interest, points paid and equity line, ONLY if for home improvements
25. HUD statement if new home purchase
26. Charitable contributions (cash and property)
27. Volunteer mileage for charity
28. Alimony paid
29. Moving expenses, military ONLY!
30. Casualty and theft losses, ONLY if declared presidential disaster
31. Child care or Elderly care statement with provider tax ID number
Drop Offs – Must include with your paperwork
Date:__________________
Copy of Driver’s License for taxpayer (Spouse if married) _________________
TAXPAYER Name (spouse):_______________________________________________
Is the address on W2’s correct? YES _________ NO _____________
If NO, what is correct address: _____________________________________________________
_______________________________________________________________________
*We communicate through phone, email and text messaging.
E-MAIL: ________________________________Cell:___________________________
If eligible for a refund do you want direct deposit? __Same accountant as last year? ___
If new client attached Voided Check?_______________________
*INSURANCE 2018;
Did everyone on your return have health insurance? YES ______ NO _____________
If yes was it through ObamaCare, marketplace or affordable care? If yes copy of 1095A? _____________________________
DEPENDENT INFORMATION-
ANY Changes to dependents? If yes, Remove: __________________________________ If adding we need a copy of social security card or birth cert.
Double check you have included all forms of income and all necessary deduction statements.
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