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Tax Checklist

This is to assist you in gathering your income tax information. Use it as a guide for information you need to provide.

GENERAL INFORMATION:

□ 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 ___
□ Number of Dependents: ___ Did any dependents have any income? Yes ___ No ___
□ Do all dependents live with you? Yes ___ No ___

TYPES OF INCOME AND TAX REPORTING FORMS:

□ Wages: All W-2’s □ 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

BUSINESS INCOME & EXPENSE ITEMS:
This 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 Asset Purchases Hotel/Travel Expense

ADDITIONAL ITEMS FOR RENTAL PROPERTIES:

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

DEDUCTIONS/CREDITS TO INCOME:

Self-employed Health Insurance IRAs /Keogh/SEPs Retirement Saver’s Credit
Medical Savings Account Teacher Expenses Adoption 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.

ESTIMATED TAXES PAID:

Date of payment and amount paid for each Federal and State quarterly tax estimate.

ITEMIZED DEDUCTIONS:

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

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

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

Date of donation, list and Fair Market Value for each donation of household goods and clothing items donated to a Charitable Organizations.

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