David M.Green Bookkeeping and Tax Service
David M.Green Bookkeeping and Tax Service
Tax Preparation Checklist
Tax Preparation Checklist
General Taxable Income
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
_____ 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
_____ Retirement Income: Form 1099-R
_____ Social Security and Railroad Income: Form SSA-1099
_____ Retirement Income: Form 1099-R
_____ Social Security and Railroad Income: Form SSA-1099
Tax Credits Checklist
Tax Credits Checklist
____ Child Care Provider Address I.D. Number and Amounts Paid
____ Adoption Expense Information
____ Foreign Taxes Paid
____ First Time Home Buyer Credit
____ 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
____ 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
____ 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
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
____ 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
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
____ 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
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
___ 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 1095 – includes health insurance marketplace statement (1095-A), health coverage (1095-B) and employer-provided health insurance offer and coverage (1095-C)
___ Proof of health insurance Form 1095 – includes health insurance marketplace statement (1095-A), health coverage (1095-B) and employer-provided health insurance offer and coverage (1095-C)