Tax Planning

The following information will help us prepare your taxes

General Taxable Income

___ W-2 Form(s) for Wages, Salaries, and Tips
___ Interest Income Statements: Form 1099-INT & 1099-OID Dividend Income Statements: Form 1099-DIV
___ Sales of Stock, Land, etc.: Form 1099-B
___ Sales of Real Estate: Form 1099-S
___ State Tax Refunds: Form 1099-G
___ Alimony Received or Paid
___ Unemployment Compensation Received
___ Miscellaneous Income: Form 1099-MISC

Retirement Income

___ Retirement Income: Form 1099-R
___ Social Security and Railroad Retirement Income

___ Form SSA-1099

Business Income

___ Business Income and Expenses
___ Rental Income and Expenses
___ Farm Income and Expenses
___ Form K-1 Income from Partnerships, Trusts, and S-Corporations

___ Miles Traveled for Business Purposes

Tax Credits Checklist

___ Child Care Provider Address, I.D. Number and Amounts Paid ___ Adoption Expense Information
___ Foreign Taxes paid
___ First Time Home Buyer Tax Credit

Expense and Tax Deduction Checklist

___ Medical Expenses for the Family

___ Medical Insurance Paid
___ Prescription Medicines and Drugs

___ Doctor and Dentist

Payments

___ Hospital and Nurse Payments
___ Miles Traveled for Medical Purposes
___ Home Mortgage Interest from Form 1098
___ Home Second Mortgage Interest Paid
___ Real Estate Taxes Paid
___ State Taxes Paid with last years return (if itemized)

Personal Property Taxes Paid

Cash Contributions to Charities
___ Fair Market Value of Non-cash Contributions to Charities

___ Unreimbursed Expenses Related to

Volunteer Work
___ Miles Traveled for Volunteer Purposes
___ Casualty and Theft Losses
___ Amount Paid to Professional Preparer Last Year
___ Unreimbursed Expenses Related to Your Job
___ Miles Traveled Related to Your Job
___ Union and Professional Dues
___ Investment Expenses
___ Job-hunting Expenses
___ IRA Contributions
___ Student Loan Interest Paid
___ Moving Expenses
___ Last year's Tax Preparation Fee

Tax Estimate Payments Checklist

___ Estimated Payments Made with ES Vouchers
___ Last Years Tax Return Overpayment Applied to This Year

___ Off Highway Fuel Taxes Paid

General Information

___ Copy of Last Year's Tax Return
___ Social Security Numbers for You and Your Spouse
___ Educational Expenses for You and Your Spouse
___ Dependents Names, Years of Birth, and Social Security Numbers

___ Dependents Post High School

Educational Expenses
___ Child Care Expenses for Each Dependent
___ Prior Year Personal Identification Number (PIN)
___ Routing Transmit Number (RTN)(For direct deposit/debit purposes)

___ Bank Account Number (BAN)(For direct deposit/debit purposes)New Paragraph