Important Tax Documents needed for Completion of your Return...

  •     (W-2) Income from Employers

  •     (W-2G) Gambling Winnings

  •     (1098) Mortgage Interest Statement

  •     (1098-E) Student Loan Interest

  •     (1098-T) Tuition Statements

  •     (1099-A) Acquisition or abandonment of secured property.

  •     (1099-B) Stocks, Bonds, Bartering

  •     (1099-C) Canceled Debt

  •     (K-1) Shareholder’s Share of Income from Partnerships, LLCs or S-Corporations

  •    (1099-G) Unemployment Compensation/State Tax Refunds

  •    (1099-INT) Interest Statements

  • (1099-NEC)

  •     (1099-LTC) Long Term Care Benefits

  •     (1099-Misc) Miscellaneous Income

  •     (1099-MSA) Medical Savings Accounts

  •     Social Security Benefits Statement

  •     (1099-S) Real Estate Sales

  •     Childcare Fee Statements

  •     Donation Receipts & Statements

  •     IRA Deposits & Withdrawals

  •     Rental Property Income

  •     Settlement Statements (Purchase or Sale of Property)

  •     (1099-R) Pension/IRA/401(k) Distributions

  •     Veterans Benefits Statement

  •     (1099-DIV) Dividend Statement

  •     Alimony

    Any statement received that reads -  “Important Tax Statement or Document”

 Medical Expenses that CAN be claimed...

ü    Co-Payments

ü    Prescriptions/Birth

ü    Control/Insulin & supplies

ü    Glasses/Contacts & Solution

ü    Hearing Aids & Batteries

ü    Medical/Dental Exams

ü    Eye Exams

ü    Mental/Physical Therapy*

ü    X-Rays, Labs, Clinics*

ü    Braces/Dental Work

ü    Crutches/Wheelchairs

ü    Orthopedic Shoes

ü    Guide Dogs & their care

ü    Laser Eye Surgery

ü    Ambulance Service

ü    Mileage to Medical Care

ü    Parking & Tolls

ü    Acupuncture/Chiropractor

ü    Artificial Limbs and Teeth

ü    Lodging while away from home for treatments

ü    Nursing Help

ü    Hospital Care (Including Meals & Lodging)

ü    Long Term Care Services

ü    Stop Smoking Programs & Prescriptions*

ü    Weight Loss Programs for specific disease*

ü    Insurance(Out-of-Pocket & Withheld from check)

ü    Medical Center Treatment for Drug/Alcohol Addiction

ü    Special Schools for physically/mentally handicapped

ü    Transportation for physically/mentally handicapped

ü    Hand Controls for Car

ü    TTY Equipment/Installation

ü    Oxygen Tanks & Equipment - (*Must Be ordered or prescribed by Doctor)

 Donations you have Made...

Ø   Cash/Check (ex: Church, Feed the Hungry, etc)

Ø    Payroll Deduction (ex: United Way, Red Cross)

Ø    Charitable Mileage

Ø    Other Charitable Costs

Ø    Appraisal fees to determine the value of Donations

Ø    Non-Cash Items (ex: Clothing, Furniture, Food)

Ø    Date of Donation

Ø    Non-Profit Organization:

Ø    Name

Ø    Address

Ø    Items

Ø    Value of Items

 Moving Expenses (Must be over 50 miles and connected to employment)

§  Date of Move

§  Old Home City

§  New Home City

§  Truck Rental

§  Amount Employer Reimbursed

§  Mileage: old home to new job

§  Mileage: old home to old job

§  Packing Materials

§  Hotels

§  Moving Company Fees

§  Storage

 Business Deductions for Self Employment

·        Income

·        Accountant

·        Advertising

·        Business Cards

·        Flyers/Posters

·        Stationery

·        TV/Radio

·        Telephone Directory

·        Newspaper/Magazine

·        Billboards

·        Internet

·        Specialty Items (Pens, Cups,

·        Magnets, etc)

·        Answering Service

·        Auto Expenses:

·        Business Miles

·        Commuting Miles

·        Personal Miles

·        Total Mileage for the year

·        Monthly Payment

·        Total Cost of Vehicle

·        Make, Model & Year

·        Date Business Use Began

·        Parking/Tolls

·        Gas/Oil

·        Car Washes/Waxes

·        Insurance

·        Garage Rent

·        Tires/Accessories

·        Repairs

·        Inspection/Registration

·        Taxes

·        Banking Fees

·        Billing Service

·        Bookkeeping

·        Bonds (Surety, Fidelity, etc)

·        Catering

·        Check Validation Service

·        Commissions

·        Consultant Fees

·        Contractors

·        Courier Service

·        Credit Card Terminal Rental

·        Credit Card Service Fees

·        Delivery Charges

·        Decorating Expenses

·        Donations

·        Drinking Water

·        Books

·        Classes/Seminars

·        Workshops/Conferences

·        Equipment Purchases

·        Item

·        Date Purchased

·        Cost

·        Equipment Rental/Lease

·        Filing Fees

·        Faxing Charges

·        Freight

·        Furniture Purchased

·        Item

·        Date Purchased

·        Cost

·        % of Business Use

·        Furniture Rental/Lease

·        Gifts to Customers

·        Gifts to Employees

·        Gifts to Other Businesses

·        Graphic Design

·        Insurance

·        Liability

·        Disability

·        Errors & Omissions

·        Health

·        Life

·        Malpractice

·        Workers Compensation

·        Information Services

·        Internet Service/DSL

·        Interest on Business Loans

·        Inventory

·        Janitorial Service

·        Licenses/Permits

·        Legal Fees

·        Magazine/Newsletter

·        Subscriptions

·        Mailing Lists

·        Marketing Promotions

·        Market Research

·        Meals & Entertainment

·        Mortgage Interest (Purchase of Business Building)

·        Music System (in Office)

·        Music (CDs/Tapes)

·        Office Supplies (Ex: Paper, Pens, Ink, etc.)

·        Payroll Service

·        Pension Plans

·        Profit Sharing

·        Employee Benefit Programs

·        SEP

·        401(k)

·        Cafeteria Plan

·        Postage

·        Post Office Box

·        Professional Services

·        Prof. Association Dues

·        Pager

·        Printing

·        Prizes

·        Referral Fees

·        Rent (Office Space)

·        Sanitation

·        Security System/Alarms

·        Software

·        Storage

·        Supplies

·        Taxes

·        Federal

·        State

·        Employer

·        Payroll

·        Business Property

·        Sales

·        Tax Counseling

·        Tax Preparation

·        Telephone - Office and Cellular

·        Travel

·        Air Fare

·        Cab Fare

·        Hotel

·        Tools

·        Utilities

·        Electricity

·        Gas

·        Sanitation

·        Water

·        Cable (Commercial Office Only)

·        Uniforms

·        Purchase

·       Cleaning/Maintenance

·        Website/Web Hosting

·        Wages

 Business Deductions for home office... Complete this Section only if your office is located in your home ( Use Monthly Figures)

·        % of Home Used as Office

·        Monthly Rent

·        Mortgage Payment

·        Utilities

·        Electricity

·        Gas

·        Water/Sewer

·        Garbage

·        Repairs to Home

·        Repairs to Office Space

·        Home Owners Insurance

·        Security Alarm Service

·        Decorating/Painting Art/Plants

·        Total Cost of Home

·        Date Business Use Began

 Rental Property

Ø    Date Purchased

Ø    Purchase Price

Ø    Property Address

Ø    Date Sold

Ø    Selling Price

Ø    Date Rented

Ø    Rent Received

Ø    Advertising

Ø    Appliances

Ø    Item

Ø    Date of Purchase

Ø    Cost

Ø    Appraisals

Ø    Assessment Fees

Ø    Blinds/Curtain

Ø    Bookkeeping

Ø    Carpet

Ø    Cleaning Service

Ø    Cleaning Supplies

Ø    Closing Costs

Ø    Commissions

Ø    Contractor Fees

Ø    Decorating Costs

Ø    Deposits

Ø    Electrician

Ø    Fence

Ø    Filing Fees

Ø    Fire Extinguishers

Ø    Floors

Ø    Furniture

Ø    Item

Ø    Date of Purchase

Ø    Cost

Ø    Homeowners Association Fees

Ø    Installation Fees

Ø    Insurance

Ø    Investment Counseling Costs

Ø    Lawn Maintenance

Ø    Leasehold Improvements

Ø    Lease Preparation

Ø    Legal Fees

Ø    Maintenance

Ø    Major Improvements

Ø    Management Fees

Ø    Mileage

Ø    Misc. Items (Light Bulbs, Door

Ø    Knobs, Faucets, etc)

Ø    Mortgage Interest

Ø    Moving Expenses for

Ø    Equipment/Appliances

Ø    Office Supplies/Books

Ø    Office Rent

Ø    Painting

Ø    Pest Control

Ø    Plants/Flowers

Ø    Plumbing

Ø    Points

Ø    Refinance Charges

Ø    Rent Received

Ø    Rent Collection Costs

Ø    Repairs

Ø    Roof

Ø    Sanitation

Ø    Salaries

Ø    Security System

Ø    Smoke Alarms

Ø    Stationery & Supplies

Ø    Supplies

Ø    Taxes

Ø    Tax Counseling

Ø    Tax Return Preparation

Ø    Traveling Expenses

Ø    Utilities

Ø    Walls

*******Please Remember That ALL Properties Have To Be Listed Separately*******