1. COPY OF LAST 2 YEAR’S COMPLETED INCOME TAX RETURNS. (If I didn’t prepare your return last year.) Your return cannot be prepared without a copy of last year’s return.
2. PERSONAL DATA:
_____ Social Security # for you, Spouse, Children & Anyone else you are claiming on return
_____ Birthdates for you, Spouse, Children & Anyone else you are claiming on return.
_____ Driver’s License or State of MI ID
3. EMPLOYMENT & INCOME DATA:
_____ Wage Statements (W-2 Forms)
_____ Unemployment Compensation (1099G)
_____ Workman’s Compensation
_____ 1099MISC Forms if Self-Employed
_____ Veterans Pension & Disability Pay Statements
4. INVESTMENT INCOME:
_____ Bank or Credit Union Interest (1099INT)
_____ Interest Income (1099INT)
_____ Dividends Income (1099-DIV)
_____ Proceeds from sale of Stocks, Bonds & Mutual Funds – Form 1099-B
_____ Year End brokerage statements showing Cost Basis for Buying Stocks, Bonds & Mutual Funds
_____ Schedule K-1 Form 1065 from investments in Partnerships
_____ Schedule K-1 Form 1120S from investment in S–Corporations
_____ Stock Option agreement & statement showing grant & exercise price of Options
_____ Sale of Employee Stock Purchase Plan Shares (1099B)
5. RENTAL INCOME PROPERTY:
_____ List of Rental Income & Expenses
_____ Rental Property Taxes, Utilities, Insurance, and Mortgage Statements
_____ Purchase papers for rental (Must show date purchased & amount)
_____ Prior Depreciation Schedule (maybe obtained from previous Accountant)
_____ List of Improvements & Repair Expenses made to the property in the last year.
_____ Advertising Expenses, Cleaning & Maintenance Expense
_____ Professional Fees (Accountants & Attorneys)
_____ Travel Expenses (Mileage log book required)
6. OTHER INCOME:
_____ Social Security / Railroad Retirement Benefits Statement
_____ Alimony Received
_____ Jury Duty Pay
_____ Gambling & Lotto Winnings (Loser Ticket and Casino Statements if won)
_____ Pension, Annuity Statements & IRA Withdrawals (1099R)
_____ State & Local Income Tax Refunds from previous year (Form 1099G)
_____ Lawsuit Settlement
7. ADJUSTMENTS TO INCOME:
_____ Alimony Paid (including Social Security # to Whom Paid) Divorce Decree Required
_____ Student Loan Interest Statements
_____ IRA Contributions
_____ Roth Contributions for basis
_____ Self Employed Medical Insurance
_____ Educator & Teacher Expenses
_____ Keogh & SEP Plan Contributions
8. MEDICAL & DENTAL:
_____ Medical, Dental & Optical, Long Term Disability Insurance Premiums
_____ Medicare Insurance Premiums if over 65
_____ Drug Prescriptions (List may be obtained free from Pharmacist)
_____ Doctors, Dentists, Hospitals, Clinics, Lab Work & Medical Supplies Bills
_____ Glasses, Contacts, Hearing Aids, & Medical Equipment
_____ Mileage Records for Medical, Dental, Pharmacy & Optical Services (24¢ per mile)
9. TAXES:
_____ State & Local Income Taxes paid in last year.
_____ Foreign Taxes Paid
_____ Registrations for Cars, Motorcycles, Boats, Trailers, Snowmobiles, ATV’s & Campers
_____ Estimated payments made to the IRS or State of Michigan. (Cancelled checks)
10. HOMEOWNERS & RENTER DATA:
_____ Mortgage Interest Statements on Home & Vacation property Form 1098
_____ Home Equity Loan Statement
_____ Property Tax Statements & Taxable Value Statement
_____ Refinance papers & Interest statements (If you refinanced your mortgage or took out Equity loan)
_____ Purchase papers – If you bought new home or paid any points or Received a 1099A or 1099C Form (see below)
_____ Sale papers if you sold your home or vacation property
_____ Rent paid Name & Address of landlord or lease agreement if claiming Property Tax Credit
11. CHARITABLE CONTRIBUTIONS:
_____ Cash donations to Churches & Charitable Organizations (Receipt required)
_____ Clothing, Goods & Services donations Example (Purple Heart, Salvation Army (Receipt needed)
_____ Gas Mileage expense if using car for charity work not reimbursed. (14¢ per mile)
_____ Car Receipt from donation charity showing disposition of vehicle
12. CASUALITY & THEFT LOSSES:
_____ (In Excess of Insurance Reimbursement)
_____ Insurance Report Required
_____ Police Report for theft Loss, Must provide list of all items stolen or lost
13. MISC EXPENSES:
_____ Required Work Clothing, Uniforms, Tools & Safety Equipment,
_____ Union Dues
_____ Licenses required for Occupation.
_____ Mileage records if you use your vehicle for work
_____ Unreimbursed travel expenses required by job (56.5¢ per mile)
_____ Education required maintaining current job and Job Hunting Expenses
_____ Tax Return Prep fees (if I didn’t prepare your last year’s return)
_____ Investment Account Expenses (IRA FEES if check was written)
_____ Safety Deposit Box fees
14. EDUCATION CREDITS:
_____ Tuition & Fees receipts or College Statements for any classes you have taken in last year.
_____ Any withdrawal from Education IRA Account/ Cloverdell Savings Account
_____ MET Contract Papers or Student Loan interest Statements.
_____ MESP Contributions
15. CHILD CARE COSTS:
_____ Childcare providers name, address and Tax ID
_____ Invoice Statement or Cancelled checks
16. If you Short Saled, or Turned the keys into the Lender or went through foreclosure for your home, or any other property, please call before scheduling an appointment or dropping off paperwork.
If you have a small business or have a Corporation, Partnership or LLC, please call prior to scheduling an appointment.
ANY NOTICE OR LETTER FROM THE IRS OR STATE OF MICHIGAN OR OTHER TAXING
AUTHORITY THAT YOU RECEIVED WITHIN THE LAST TWO YEARS.
CASH DONATIONS – SPECIAL DEDUCTION This Year
Please call for an appointment to have your Tax Returns prepared when you have all your paperwork. I am looking forward to meeting with you. If you have any questions please feel to call.