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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