Tax Return Checklist

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 Tax Return Checklist:

• Prepare your Social Security numbers and personal information;
  • Yours own number and your spouse’s one;
  • Numbers of your dependent’s. Check current rules on dependents;
  • Birth dates of taxpayers and dependents;
  • Addresses and Telephone numbers;
  • Child care expense:
    • Childcare provider’s identity (name, address, etc);
    • Cancelled checks or invoices;
    • Provider’s tax ID (or social security number);
  • Change in marital status;
• Prepare your bank account number;
•  Itemize your Job Expenses (including invoices, paycheck stubs, bills, receipts to prove them):
  • Union dues;
  • Property and items purchased to be used in your work;
  • Uniform (special clothing costs);
  • Seminar fees;
  • Job travel information (mileage records, hotel bills, etc);
  • Job search expenses (call bills, employment agency fees, etc);
  • Job-required educational expenses;
•  Assemble your forms. Get organized to report income statements:
  • Get your W-2s organized (it goes in six copies) to report wage (attach wage statements):
    • Employers complete a Form W-2 for each employee to whom they pay a salary or wage;
    • Employee needs to complete W-2 forms from each employer he had during the year;
  • 1099s (to report interest, dividends, pensions, retirement plan distributions):
    • 1099-DIV: Dividends and Distributions;
    • 1099-INT: Interest Income;
    • 1099-R: Pension Income and Retirement Plan distributions;
  • 1099-B for reporting sales of stock and bond;
  • 1098 is used to report interest which a taxpayer has paid on mortgage;
  • Form(s) W-2G for gambling and lottery winnings;
  • Receipts for all gambling purchases;
  • 1099-MSA for distributions from medical savings accounts;
  • 1099-G (Unemployment Income) from your state unemployment agency;
  • 1065 (Schedule(s) K-1) – income from investments in partnerships;
  • 1120S (Schedule(s) K-1) – income from investments in S Corporations;
• Form 1099-R (for payments from IRA or retirement plans);
• Account summary form for the year for your IRA accounts;
• Rental Property Income:
  • Profit and loss statements from your property manager;
  • Checkbook for expenses;
  • Real estate tax bills;
  • Form 1099-Misc for rental income paid to you;
  • Personal property tax bills;
  • Purchase and sale agreements for real property;
• Social Security Benefits (Form SSA-1099);
• Use form 1099-MISC for reporting prizes and awards you received;
• Brokerage statements (showing margin interest paid statements);
• Charity bills and receipts (or cancelled checks);
• Medical bills or cancelled checks. Other medical and...

Order 750 checklists in MS Word and PDF printable format at $49.99 USD only.

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