|
Tax Prep Client "To Do" Check List |
Personal Data  Social
Security numbers (including spouse and/or other dependents) Childcare
providers: Name, address and Tax ID or Social Security number Employment
and Income W2 forms for
the filing year Unemployment
compensation: Form 1099-G
Miscellaneous income including rent received: Form 1099-MISC Partnership,
S Corporation and Trust income: Schedule K-1 Pensions and
Annuities: Form 1099-R Social
Security Benefits: Form SSA-1099 Railroad
Retirement Benefits: Form RRB-1099 Alimony
received Jury duty
pay Gambling and
lottery winnings Prizes and
awards State and
local income tax refunds: Form 1099-G Interest
income statements: Form 1099-INT and 1099-OID Dividend
income statements: Form 1099-DIV Proceeds
from stock transactions: Form 1099-B Retirement
plan distribution: Form 1099-RHomeowner/Renter Residential
address(es) Mortgage
interest paid: Form 1098 Sale of home
or other real estate: Form 1099-S plus all records related to improvements
or other expenses that may affect taxes Second
Mortgage interest paid Home Equity
Line/Loan interest paid Real Estate
taxes paid Moving
expenses if related to work
Self-employed (SE) information Business
income: Form 1099-MISC and/or own records (copies of invoices, checks
received, merchant card processing statements etc.) Partnership
SE income: Schedule K-1 Business
related expenses: Receipts, invoices, bank records and other documents Farm related
expenses: Receipts, invoices, bank records and other documents Employment
taxes and other business taxes paid: Payment records Retirement
contributions: SEP IRA (call 1-866-243-0931 if you wish to open a SEP IRA
for this year)Expenses Gifts to
charity including records for all cash donations Unreimbursed
expenses related to your job (e.g. uniforms, union dues, travel expenses
and subscriptions) Unreimbursed
expenses related to volunteer work Job seeking
expenses Continuing
education (job-related) Investment
expenses Medical
savings accounts Adoption
and/or childcare expenses Alimony
paid: Social Security number Tax return
preparation fees and expenses
IRA/Keogh/401k and other retirement plan contributions Medical
expenses: full documentation is required Casualty or
theft loss: full records are required Student loan
interest paid Auto loans
and leases if the car is used for business (you will need to prove usage) Early
withdrawal penalties on CDs and other time deposits |
| Back to Home Page |