The following information will help us prepare your taxes

general_taxable_income.pdf
File Size: 96 kb
File Type: pdf
Download File
General Taxable Income
  • ___ W-2 Form(s) for Wages, Salaries, and Tips
  • ___ Interest Income Statements: Form 1099-INT & 1099-OID
  • ___ Dividend Income Statements: Form 1099-DIV
  • ___ Sales of Stock, Land, etc.: Form 1099-B
  • ___ Sales of Real Estate: Form 1099-S
  • ___ State Tax Refunds: Form 1099-G
  • ___ Alimony Received or Paid
  • ___ Unemployment Compensation Received
  • ___ Miscellaneous Income: Form 1099-MISC
Retirement Income
  • ___ Retirement Income: Form 1099-R
  • ___ Social Security and Railroad Retirement Income
  • ___ Form SSA-1099
Business Income
  • ___ Business Income and Expenses 
  • ___ Rental Income and Expenses
  • ___ Farm Income and Expenses
  • ___ Form K-1 Income from Partnerships, Trusts, and S-Corporations
  • ___ Miles Traveled for Business Purposes
Tax Credits Checklist
  • ___ Child Care Provider Address, I.D. Number and Amounts Paid
  • ___ Adoption Expense Information
  • ___ Foreign Taxes paid
  • ___ First Time Home Buyer Tax Credit
Expense and Tax Deduction Checklist
  • ___ Medical Expenses for the Family
  • ___ Medical Insurance Paid
  • ___ Prescription Medicines and Drugs
  • ___ Doctor and Dentist Payments
  • ___ Hospital and Nurse Payments
  • ___ Miles Traveled for Medical Purposes
  • ___ Home Mortgage Interest from Form 1098
  • ___ Home Second Mortgage Interest Paid
  • ___ Real Estate Taxes Paid
  • ___ State Taxes Paid with last years return (if itemized)
  • ___ Personal Property Taxes Paid
  • ___ Cash Contributions to Charities
  • ___ Fair Market Value of Non-cash Contributions to Charities
  • ___ Unreimbursed Expenses Related to Volunteer Work
  • ___ Miles Traveled for Volunteer Purposes
  • ___ Casualty and Theft Losses
  • ___ Amount Paid to Professional Preparer Last Year
  • ___ Unreimbursed Expenses Related to Your Job
  • ___ Miles Traveled Related to Your Job
  • ___ Union and Professional Dues
  • ___ Investment Expenses
  • ___ Job-hunting Expenses
  • ___ IRA Contributions
  • ___ Student Loan Interest Paid
  • ___ Moving Expenses
  • ___ Last year's Tax Preparation Fee
Tax Estimate Payments Checklist
  • ___ Estimated Payments Made with ES Vouchers
  • ___ Last Years Tax Return Overpayment Applied to This Year
  • ___ Off Highway Fuel Taxes Paid
General Information
  • ___ Copy of Last Year's Tax Return
  • ___ Social Security Numbers for You and Your Spouse
  • ___ Educational Expenses for You and Your Spouse
  • ___ Dependents Names, Years of Birth, and Social Security Numbers
  • ___ Dependents Post High School Educational Expenses
  • ___ Child Care Expenses for Each Dependent
  • ___ Prior Year Personal Identification Number (PIN)
  • ___ Routing Transmit Number (RTN)(For direct deposit/debit purposes)
  • ___ Bank Account Number (BAN)(For direct deposit/debit purposes)