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      Personal Income Tax Services

Individual Tax Preparation Checklist

  • Copy of your 2009 tax return (unless I have a copy)
  • Social Security # and date of birth for yourself, spouse and
  •      Income

  • All W-2 Forms
  • Investment Income -1099-INT, 1099-OID, 1099-DIV, 1099-R, 1099-B, 1099-S,)
  • Schedule(s) K-1 (Form 1065) from investments in partnerships
  • Schedule(s) K-1 (Form 1120S) from investments in S Corporations
  • Business Income, -- Books and accounting records for your business
  • Amount of any alimony paid and ex-spouse’s Social Security number
  • Record of other income received from, but not limited to, unemployment, state
        tax refund, gambling income and losses, alimony received, jury duty, hobby
        income and expenses, prizes and awards, healthcare reimbursement, Social
        Security benefits, etc
  •       Expenses

  • Receipts for tuition expenses as well as scholarships and fellowships received
        for post-high school education and Form 1098-T (tuition statement)
  • Detail of adoption costs, retirement plan contributions, student loan interest,
         moving expenses, self-employed health insurance, alimony paid, educator
         expenses, etc.
  • Childcare records (including provider’s name, address and ID number)
  • Sales tax paid on large purchases (car, furniture etc)
  • Amount paid with extension (if any)
  •            Itemized Tax Deductions

    1. Medical expenses, including medical mileage
    2. Forms 1098 or other mortgage statements. Closing statement if you purchased or
    3. Real estate and personal property tax records
    4. Cash amounts donated to qualifying charities
    5. Records of non-cash charitable donations, as well as mileage driven for
        charitable purposes
    6. Expenses related to your investments (margin interest, investment fees..)
    7. Detail of thefts or casualty losses.
    8. Employment-related expenses not reimbursed by your employer

  • Car mileage (make & model of car, total mileage, total business  miles, total

  •       commute)          
  • Parking and tolls
  • Dues & subscriptions
  • Licenses & Permits
  • Professional Continuing Education
  • Supplies
  • Travel
  • Local Transportation
  • Meals & Entertainment
  • Equipment rentals Equipment purchased (computers, phones etc)
  • Telephone & cell phone
  • Internet services Uniforms and Union Dues

  • 9. Amount paid for preparation of your 2009 tax return and job-hunting expenses


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