Important Tax Documents needed for Completion of 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” is needed…
Medical Expenses that CAN be claimed...
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 a doctor)
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
Donations / Charity / Giving
Cash/Check (ex: Church, Feed the Hungry, etc)
Payroll Deduction (ex: United Way, Red Cross)
Charitable Mileage
Other Charitable Costs
Appraisal fees to determine the value of Donations
Non-Cash Items (ex: Clothing, Furniture, Food)
Date of Donation
Non-Profit Organization:
Name
Address
Items
Value of Items
Moving Expenses
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
(Must be over 50 miles and connected to employment)
Business Deductions for
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
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
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
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
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
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
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
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*******