Tax Preparation Checklist:
Personal Data:
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Last years tax return (if you are new)
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Social security numbers (if you are new actual cards for the family)
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Dates of birth for the family
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Child care provider name, address and tax ID number
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Alimony paid and social security number
Employment & Income Data:
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W-2 Forms for this year
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Unemployment compensation form 1099-G
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Miscellaneous income form 1099-Misc
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Partnership, S Corp and Trust income Schedule K1
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Pensions and annuities form 1099-R
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Social Security benefits form RRB-1099
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Alimony received
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Jury duty pay
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Gambling and lottery winnings
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Prizes and awards
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Scholarships and fellowships
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State refunds form 1099-G
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Student loan interest paid
Financial Assets:
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Interest income statements form 1099-Int and 1099 OID
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Dividend income statements form 1099-Div
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Early withdrawal penalties on CD?s or other time deposits
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Proceeds from broker transactions form 1099-B
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Retirement plan distributions form 1099-R
Homeowner Data:
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Mortgage interest statement form 1098
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Second mortgage interest statement for 1098
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Refinancing paper work
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Real estate taxes paid
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Sale of home or other real estate papers form 1099-S
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Purchase of home real estate papers
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Moving expenses
Other Expenses:
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Gifts to charity written statement form each
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Unreimbursed expenses related to volunteer work
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Unreimbursed expenses related to you job (example, travel expenses, uniforms, union dues and subscriptions)
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Investment expenses
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Job hunting expenses
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Job related education expenses
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Childcare expenses
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Medical savings accounts
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Adoption expenses
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Alimony paid
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Tax return preparation fees and expenses
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Gaming expenses if you were a winner
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Personal property taxes paid
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Medical expense documents
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Federal, state estimated income taxes paid vouchers, cancelled checks or other payment records.
Self-Employment business data:
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Business Income form 1099-Misc and or your own records
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Business-related expenses receipts or other documents.
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Business vehicle expenses records
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