Download and Print this easy to follow Tax Checklist to make sure you have all the forms and information you will need prior to your tax appointment. Click Below....
TAX CHECKLIST
Quickie Version - Checklist:
Documents required for your tax appointment:
General
* Prior year’s federal and state tax returns (new clients)
* Income/wage statements:
o W-2s
o 1099s
o Alimony received or paid
o Commissions received statement
o Brokerage account year-end statements
o ESPP statements
o Stock options sale papers
o Rental property income and expenses
o Partnership, S Corp, trusts, or estate yearly statements
o Pension or retirement income statements
o Social security income yearly statement
o Unemployment income yearly statement
o State income tax refund statement
o Lottery winnings (and lottery losses, if you have winnings)
* Car, motor home, and boat registration paperwork
* Donation receipts
* IRA contributions
* Child care expenses and provider information
* Medical expenses
* State taxes paid
* Unreimbursed employment-related expenses
* Job-related educational expenses
* Casualty or theft losses
* Foreign taxes paid
Homeowners
* Mortgage interest year-end statement
* Home equity year-end statement
* Property tax information
* If you sold your home:
o purchase information
o home improvement information/ receipts
Businesses
* Income and expense reports
* Mileage logs for autos
* Receipts for business assets purchased
Students
* Tuition and education fees
* Student loan information
* Grants and scholarship information
IRS Commonly used Tax Forms
(We are offering these easy to download forms as a convenience for our customers, and you do NOT need to print these forms for your tax appointment.)
Instructions for Form 1040 - U.S. Individual Income Tax Return, and Schedules A, B, C, D, E, F, J, and SE
Form 1040 - U.S. Individual Income Tax Return
1040 Schedules:
A & B - Itemized Deductions and Interest & Ordinary Dividends
C - Profit or Loss from Business (Sole Proprietorship)
D - Capital Gains and Losses
E - Supplemental Income and Loss
F - Profit or Loss From Farming
J - Income Averaging for Farmers and Fishermen
SE - Self-Employment Tax
EIC - Earned Income Credit
R - Credit for the Elderly or the Disabled
TAX TIPS for 2009 - This link will take you to the IRS website page with a full list of this year's tax tips straight from the IRS! Covers topics like: "What Tax Records to Keep", "Read This Before Choosing a Tax Preparer", and "IRS Help for Financilally Distressed Taxpayers", and more!