David M.Green Bookkeeping and Tax Service -
                                       Tax Preparation  Checklist
 
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, ect: Form 1099-B
_____  Sales of Real Estate: Form 1099-S
_____  State or Local Tax Refunds: Form 1099-G
______   Cancellation of Debt: Form 1099-C
_____  Alimony Received or Paid
_____  Unemployment Compensation Received Form 1099-G
_____  Miscellaneous Income: Form 1099-MISC
_____  Records of Jury Duty
_____  Prizes and other awards
_____  Lottery Winnings Form W-2G
_____  Foreign Earned Income and Foreign Taxes Paid
_____  Distributions from an HSA, Archer MSA, or Medicare Advantage 
 
Retirement Income
 
_____ Retirement Income: Form 1099-R
_____ Social Security and Railroad Income: Form SSA-1099
 
 
Tax Credits Checklist
 
____  Child Care Provider Address  I.D. Number and Amounts Paid
____  Adoption Expense Information
____  Foreign Taxes Paid
____  First Time Home Buyer Credit
 
 
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
____ Home Office Expenses
 
 
Expense and Tax Deduction Checklist
 
____ Medical Expenses for Family
____ Medical Insurance Paid
____ Prescription Medicines and Drugs
____ Doctor and Dentist Payments
____ Hospital and Nurse Payments
____ Eye Exams and Perscription Glasses Payments
____ Miles Traveled for Medical Purposes
____ Home Mortgage Interest from Form 1098
____ Home Second Mortgage Interest Paid
____ Property Taxes Paid
____ State and Local Taxes Paid (if itemized)
____ Cash Contributions to Charity
____ Fair Market Value of Non-cash Contributions to Charities
____ Unreimbursed Expenses Related to Volunteer Work
____ Miles traveled for Volunteer programs
____ Casualty and Theft Losses
____ Amount paid to Professional Tax Preparer
____ Unreimbursed Expenses  Related to Your Job
____ Miles traveled Related to Your Job
____ Union and Professional Dues
____ Investment Expenses
____ Job Hunting Expenses
____ Retirement Contributions
____ Gambling Expenses
____ Student Loan Interest Paid 1098-E
____ Moving Expenses
 
Tax Estimate Payments Checklist
 
____ Estimated Payments Made to IRS, State, and Local Tax Agencies 
____ Last Year's Tax Return Overpayment Applied to This Year
____ Off Highway Fuel Taxes Paid
_____ Energy Efficiency Property Expenses



 
 
General Information
 
___  Copy of Last year's Tax Return
___  Years of Birth and  Social Security Number for You and Your Spouse
___  Dependents names, Years of Birth, and Social Security Numbers
___  Education Expenses for You and Your Spouse
___  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)
____  Form 2439s - notice to shareholder of undistributed long-term capital gains
___ Previous Year Tax Return Short and Long Term Capital Loss Carryover
 

___  Proof of health insurance Form 1095s – includes health insurance marketplace statement (1095-A), health coverage (1095-B) and employer-provided health insurance offer and coverage (1095-C)


2016 Individual Tax Payer Organizer (Attachment Below)






 
 
 
 
 
 2016 Health Care Tax Organizer (Attachment Below)