This checklist can be your personal guide to compiling and organizing your tax documents. It can save you time and remind you which tax documents you need. We realize not all the categories will apply to you.
*If you are a new client (to The Tax Lady), please provide a copy of last years federal and state tax returns.
INCOME INFORMATION
¨ Forms W-2 for all employers for whom you or your spouse has worked during the year.
¨ Interest Income- Form 1099-INT
¨ Dividend Income-Form 1099-DIV
¨ Proceeds from sale of stocks, bonds, etc.- Form 1099 B
¨ Confirmation slips or brokers’ statements for all stocks and investments you sold in 2010
¨ Schedule K-1(Form 1065 or Form 1120s) from investments in partnerships or S corporations
¨ Income from foreign investments: Amount of foreign tax paid
¨ Stock option exercises, sales, and statements
¨ Pensions and annuities information
¨ IRA distributions (Form 1099-R)
¨ Social Security Information (Form SSA-1099)
¨ Jury Duty Pay
¨ Gambling or lottery winnings- Form W-2G
¨ Prizes and Awards- information should come from administrators of these awards Form 1099-MISC
¨ Alimony- this information should come from your ex-spouse’s representative
¨ Child Support Information (this is non taxable)
¨ Unemployment compensation (Form 1099-G) and refunds from state or local governments
¨ Business or Farming Income
o Information on expenses, income statements and receipts, 1099 Misc
¨ Other income: Inheritance, settlements, etc.
o _____________________________
DEDUCTIONS/EXPENSES
¨ Student Loan interest paid (Form 1098 E)
¨ Early withdrawal penalties on any account
¨ IRA Contributions
¨ Medical and Dental Expenses
¨ Self Employment Health Insurance Information
¨ Medical Savings Account
¨ Long Term Care Premiums
¨ Mortgage Interest (Form 1098)
Taxes you’ve paid
¨ State and local income Taxes
¨ Real Estate Taxes
¨ Personal Property Taxes
¨ Estimated Income Tax
¨ Sales Tax Expenses
Other Deductions
¨ Gifts to Charity
o This data should come in written form from the charity
¨ Tax Return preparation expenses and fees
¨ Casualty and Theft losses-need (Form 4684)
¨ Unreimbursed Expenses relating to your job
o Travel, entertainment, uniforms, union dues, subscriptions, seminars, training, gifts to clients, supplies purchased, etc.
¨ Job Hunting Expenses
¨ Education Expenses
Credits
¨ Residential Energy Credits
¨ Child Care Expenses
¨ Adoption Expenses
¨ Electric Car
DIRECT DEPOSIT REFUND INFORMATION
For Safety and to add to the speed of your refund, we recommend using e-file and direct deposit. If you choose to have your refund deposited into your bank account, we will need this information:
Bank Name: ______________________________________________
· If you are not sure of the correct numbers, you may attach or bring us a voided check.
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