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Tax Return Preparation and Tax Deduction Checklist

Tax Return Preparation and Tax Deduction Checklist

Below is a Tax Preparation Checklist to get everybody thinking about this upcoming tax filing season.

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 Year's 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 Year's 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

David M.Green Bookkeeping and Tax Services will also be offering Bank Products this coming tax season through Santa Barbara Bank.Our fees for this service will be lower than any tax preparation company in the area

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