Browncpa
2018 TAX PREPARATION CHECKLIST FOR TAX YEAR 2017INFORMATION REQUIRED TO COMPLETE INCOME TAX RETURNS, if applicable to you: Social Security Number for husband and wife, if married, and all dependents, along with Date of Birth for each one.Driver’s License or official picture identification card, expiration date, issue date, and state if other than AlabamaBank Account Number and Routing Number if you plan to use direct deposit for your refundAll Income Statements:Wage Statements – W-21099 StatementsUnemployment Income StatementSocial Security StatementsPension or Retirement Income Statement – 1099RAny other documents related to incomeHealth Coverage Documentation (1095 A, B, C) and the months without health coverage, if anyInterest and Dividend Statements - 1099Sale of Stocks and Bonds - 1099Mortgage Interest - 1098Home Equity Loan Interest - 1098Real Estate Taxes PaidRental Income and ExpensesPersonal Property Taxes Paid – Tag TaxesCharitable DonationsCasualty or Theft LossesMedical Expenses: doctor/eye doctor/dentalIRA ContributionsSales or Purchase of Property – 1099BMoving ExpenseChild care expenses: Provider’s Name, Address, Tax ID, and Amount PaidTuition and Education Fees – 1098TStudent Loan InterestEstimated Taxes PaidAlimony either paid or receivedLottery or Gambling WinningsUnreimbursed Employment Related ExpensesJob Related Educational ExpensesSelf-employed or have ownership in a Business or Farm: Include all documents related to income and expenses for that business for the entire tax year.Foreign Bank Account InformationStandard Mileage Rates:Medical Travel: 17 Cents per MileBusiness Travel: 53.5 Cents per MileVolunteer Work: 14 Cents per MileNOTE: Previous Year’s Federal and State Tax Return, if you did not file with our office last year. ................
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