8/22/2019 TRH_TaxPrepChecklist_2013
1/3
Preparation Checklist
InstructionsPlease go through the checklist and gather the
information prior to our scheduled visit. This
checklist is meant to be a helpful guide and not a requirement.
Most people will only have afew of these items. Click the email at
the bottom of the page to send us any questions.
Most Common1. ______Prior year's federal and state
returns*(REQUIRED FOR NEW CLIENTS)2. _____Social Security #s for
Yourself, Spouse, Dependents (children, elderly, etc.)3. _____W-2s
from all employers (normally received in the mail)4. _____Bank
routing & account number (if you want your refund direct
deposited)5. _____Interest Income Form 1099-INT (normally received
in the mail from bank)6. _____State & Local Refunds Form 1099G
(normally received in the mail)7. _____IRA/Pension Distributions
Form1099R (normally received in the mail)8. _____Unemployment
Income Form 1099G (normally received in the mail)9. _____Social
Security Benefits Form SSA 1099 (normally received in the
mail)10._____Student Loan Interest Form 1098E (normally received in
the mail)11._____Education Costs receipts for tuition and/or Form
1098-T from qualified school12.
_____Recently Purchase Home Closing Statement (Normally received
at closing)13._____Real Estate Taxes Form1098 (normally received in
the mail) OR
14._____Property Tax Bills (Normally received from the township
1 summer, 1 winter)15._____Home Mortgage Interest Form 1098
(normally received in the mail)16._____Advance Earned Income Credit
IRS notice and amount of credit received
Other Common Items
17._____IRA Contributions TRAD or ROTH (Please provide monthly
stmts. or pymts.)18._____Alimony Received (please provide
support)19._____Alimony Paid (please provide support)20._____Child
Care Costs (invoices, checks, provider name, address, tax id or
SSN)21._____Adoption Costs (receipts, cancelled checks, and SSN for
adopted child)22._____Home Office Information (please contact us
ahead of time with details)23._____Income from Sale of
Property24._____Other Misc. Income25._____Educator
Expenses26._____Charitable Donations27._____Casualty & Theft
Losses28._____Rental Property Income29._____Medical Savings Account
Contributions30._____Moving Expenses receipts, invoiced, cancelled
checks, etc.31. Job Expenses (Unreimbursed) (please contact us with
question)
989-944-1195108 E. 4thStreetClare, MI 48617
[email protected]
[email protected]
mailto:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]
8/22/2019 TRH_TaxPrepChecklist_2013
2/3
_____Union dues
_____Uniforms and special clothing_____Professional
publications_____Tools_____Job travel
_____Lodging_____Mileage/Auto
32. Other Misc. Information_____Tax preparation fees
_____Safe deposit box fees_____IRA custodial fees
33. Medical & Dental Expenses_____Medical bills_____Medicare
premiums paid
_____Premiums paid
Self Employed Individuals
34. Business or Farming Income_____Books/Accounting records for
your business OR_____Invoices_____Billings
_____Bank statements_____Receipts supporting expenses
_____Major Purchase Invoices (machinery,
equipment)_____Depreciation schedules (from prior year NEW CLIENTS
ONLY)
_____Inventory Records_____Vehicle mileage log (need vehicle
info as well)
35._____Quarterly Estimated Tax
Payments36._____Overpayments37._____Self Employed Health Insurance
premium bills or cancelled checks38._____Keogh, SEP, SIMPLE, and
other Self Employed Pension Plans
If you have Investments (other than a 401k, 403b, IRA, Roth
IRA)39._____Dividend Income - Form 1099-DIV40._____Proceeds from
sale of stocks, bonds, etc. Form 1099B41._____Confirmation
statements for all stocks, etc., that you sold in
201342._____Schedule K-1 (Form 1065) from investments in
partnerships43._____Schedule K-1 (Form 1120S) from investments in S
Corporations44._____Income from foreign investments, foreign taxes
paid45._____Income from stock option exercises and
sales46._____Sale of employee stock purchase plan shares
Other Uncommon Items47._____Extensions (if filed in the prior
year provide payment support)48._____Foreign Bank
Information49._____Energy Savings Purchases hybrid auto,
appliances, windows, doors
Your situation may require us to collect additional information.
Please
contact us for questions anytime while you prepare.
