2014 Tax Checklist
Tax Checklist
This form is to assist you in gathering your income tax information. Use it as a guide for information you need to provide. If you would like a personalized organizer, please sign up for our Client Portal and send us a message. Please call or e-mail with any questions.
GENERAL INFORMATION:
□ First, middle initial, and last names of taxpayers and dependents as written on the Social Security cards, and dates of birth for taxpayers and all dependents, especially new dependents.
□ Address (city, state, zip), telephone number, and e-mail address.
□ Marital Status: Single ___ Married ___ Head of Household ___ Separated ___
□ Number of Dependents: ___ Did any dependents have any income? Yes ___ No ___
□ Do all dependents live with you? Yes ___ No ___
TYPES OF INCOME AND TAX REPORTING FORMS:
□ Wages: All W-2’s □ Income from Rentals: All 1099-MISC
□ Pensions/Retirements: 1099-R □ Business Income: All 1099-MISC & 1099-K
□ Social Security: SSA-1099 □ Farm Income
□ Bank Interest: 1099-INT □ Alimony Received: Total amount
□ Dividends: 1099-DIV □ Unemployment: 1099-G
□ Commissions: 1099-MISC □ State Tax Refund: 1099-G
□ Tips and Gratuities □ Miscellaneous: Jury Duty, Gambling, Other
□ Sales of Stock, Mutual Funds: 1099-B
BUSINESS INCOME & EXPENSE ITEMS: This list is not all encompassing. If you don’t see an expense listed below, ask.
| Total (Gross) Income | Advertising | Auto: Parking &Tolls |
| Business Phone Expense | Cell Phone Expense | Subcontractors |
| Commissions Paid | Insurance | Interest Paid |
| General Office Expense | Rent/Lease Fees Paid | Legal or Professional Fees |
| Repairs | Cleaning/Maintenance | Dues & Publications |
| Equipment/Supplies | Tools | License Fees/Taxes Paid |
| Utilities | Education Expense | Association Dues |
| Bank/Credit Card Fees | Postage | Meals/Entertainment |
| Business Miles & Total Miles | Asset Purchases | Hotel/Travel Expense |
ADDITIONAL ITEMS FOR RENTAL PROPERTIES:
| Keys | Management Fees | Condo/PUD Fees |
| Mortgage Statements | Mileage/Travel | Yard Work |
| Utilities | Termite Treatment Expense | Other |
DEDUCTIONS/CREDITS TO INCOME:
Self-employed Health Insurance IRAs /Keogh/SEPs Retirement Saver’s Credit
Medical Savings Account Teacher Expenses Adoption Expenses
Penalty on Early Withdrawal of Savings Moving Expenses
American Opportunity/Lifetime Learning/Student Loan Interest/Education Expenses
* Total Alimony Paid: Must have name and Social Security number of recipient, and amount paid.
* Child Care/Day Care Credit: Must have name, address, Social Security number or EIN of provider, and amount paid per child.
ESTIMATED TAXES PAID:
Date of payment and amount paid for each Federal and State quarterly tax estimate.
ITEMIZED DEDUCTIONS:
MEDICAL
| Medical & Dental bills | Prescriptions | Glasses/Contact Lenses |
| Out-of-pocket expenses | Medical miles | Lab fees |
| Hearing Aids | Medical/dental/long term care insurance | |
TAXES
| Prior year state tax paid | City/local tax | Personal property tax |
| Real estate tax | Sales tax | Other |
CHARITABLE CONTRIBUTIONS
| Church | Boy/Girl Scouts | Red Cross |
| March of Dimes | United Way/CFC | MDA/MS |
| Easter Seals | American Heart | YWCA/YMCA |
| Salvation Army | FoodBank | Charitable miles |
| Out-of-pocket Volunteer Expenses | Payroll deductions | Other |
Date of donation, list and Fair Market Value for each donation of household goods and clothing items donated to a Charitable Organizations.