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. Please call or e-mail with any questions.
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 ___
Did you get married to a same-sex spouse in a state that legally recognizes same-sex marriage?
Number of Dependents: ___ Did any dependents have any income? Yes ___ No ___
Do all dependents live with you?  Yes ___ No ___
Wages: All Forms W-2
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
Foreign Income Matters:
__Did you receive a distribution from, or were you a grantor or transferor for a foreign trust?
__Did you have a financial interest in or signature authority over a financial account located in a foreign country?
__Did you have any foreign financial accounts, foreign financial assets, or hold interest in a foreign entity?
BUSINESS INCOME & EXPENSE ITEMSThis 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 (A Mileage log is required)
  • Hotel/Travel Expense
  • Asset Purchases (Date, amount and item)


  • Keys
  • Condo/PUD Fees
  • Management Fees
  • Mortgage Statements
  • Yard Work
  • Termite Treatment Expense
  • Utilities
  • Mileage/Travel
  • Other


  • Self-employed Health Insurance
  • IRAs /Keogh/SEPs
  • Retirement Saver’s Credit
  • Health Savings Account (HSA)
  • Teacher Expenses                     A
  • doption 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.
Date of payment and amount paid for eachFederal and State quarterly tax estimate.
__Did you have qualifying health care coverage (employer group plan coverage or government-sponsored coverage) for every month of 2014 for you, your spouse and all members of your family as claimed on your tax return?
__Did you or anyone in your family qualify for an exemption from the health care coverage mandate?
__Did you acquire health care coverage through the Marketplace under the Affordable Care Act?  If yes, provide Form(s) 1095-A.
__Did you make any contributions to or receive distributions from a Health Savings Account, Archer MSA or Medicare Advantage MSA?
  • Mortgage Interest, Form 1098


  • Medical & Dental bills
  • Prescriptions
  • Glasses/Contact Lenses
  • Out-of-pocket expenses
  • Medical miles
  • Lab fees
  • Hearing Aids
  • Medical/dental/long term care insurance


  • Prior year state tax paid
  • City/local tax
  • Real estate tax
  • Personal property tax
  • Other


  • Church
  • Boy/Girl Scouts
  • United Way/CFC
  • March of Dimes
  • American Heart
  • Easter Seals
  • Red Cross
  • MDA/MS
  • Salvation Army
  • FoodBank
  • Payroll deductions
  • Out-of-pocket Volunteer Expenses
  • Charitable miles
  • Other


For donations, please provide evidence such as a receipt from the done organization, a canceled check, or record of payment to substantiate all contributions made.  An itemized listing of all non-cash donations must be maintained with the receipts.  List must include the Fair Market Value for each donation of non-cash items.
Identity Theft:


__Did you receive an Identity Protection PIN from the Internal Revenue Service or have you been a victim of identity theft?  If so, please provide the IRS letter.

For more information, contact Elite Bookkeeping & Tax Services at (800) 416-3820 or (775) 884-6188 Address: 123 West Nye Lane, Suite 103, Carson City, NV 89706. Visit our website at www.elitebookkeeping.biz