TAX PREPARATION WORKSHEET by theriddlerishere

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									Azzara Tax Service     5900 S Western Avenue, Suite 101, Sioux Falls, SD 57108        (605) 335-4983


                               TAX PREPARATION WORKSHEET


Name: _________________________________ Spouse Name: _______________________________

Social Security #: _______ - _______ - _______ Spouse SSN: _________ - _________ - __________

Date of Birth: ____________________________ Spouse D.O.B: _______________________________

Home Phone: ______________       Work Phone: ________________      Cell Phone: _________________

Address: ____________________________________________________________________________

Dependent 1: ___________________________ Dependent 2: ________________________________

Dependent 1 D.O.B: ______________________ Dependent 2 D.O.B: ___________________________

Dependent 1 SSN: _______ - _______ - ______ Dependent 2 SSN: ________ - _________ - ________

Dependent 3: ___________________________ Dependent 4: ________________________________

Dependent 3 D.O.B: ______________________ Dependent 4 D.O.B: ___________________________

Dependent 3 SSN: _______ - _______ - ______ Dependent 4 SSN: ________ - _________ - ________

  Don’t forget to tell us of any new additions to your family, whether by birth, adoption or other!

Income:
       W-2’s: ________________________________________________________________________

       Interest & Dividends: ____________________________________________________________

       1099’s: _______________________________________________________________________

       Social Security Benefits: _________________________________________________________

       Unemployment / Alimony / Gambling Winnings, etc.: ___________________________________

       _____________________________________________________________________________

Stock / Mutual Fund Sales:
       Name / Date Purchased / Date Sold / Selling Price / Cost:

       _____________________________________________________________________________

       _____________________________________________________________________________

       Contributions to Roth or Traditional IRA’s or Conversions: _______________________________
Azzara Tax Service       5900 S Western Avenue, Suite 101, Sioux Falls, SD 57108          (605) 335-4983




Itemized Deductions:
Did you buy or sell a house in 2008? ___________ ( *** Bring in Settlement Papers from Title Office *** )

        * If you did buy a house, what is the exact closing date? ________________________

        * Were you considered a first time homebuyer in 2008? _________________________

        * Did you purchase the home from a family member? ___________________________

Real Estate Taxes: __________________              Mortgage Interest: ___________________________

2nd Mortgages / Home Equity Lines: ______________________________________________________

Sales tax paid on purchased vehicles: _____________________________________________________

Medical Expenses: ____________________________________________________________________

Contributions to Charities: ______________________________________________________________


* Did you make any home improvements that increased your homes energy efficiency? _____________



Employee Business Expenses:

Mileage: _______________ Auto Lease Payments: ________________ Supplies: _________________

Office Expenses: __________________ Hotel: ___________________ Entertaining: _______________

Advertising: ______________ Phone: ______________ Number of days overnight: ________________


Child Care Expenses:

Did you use a Flexible Spending Account? : Yes       No

Day Care Providers:

      Provider Name                   Provider ID# (SS# or EIN#)                   Amount Paid

_______________________              _______________________               _______________________

_______________________              _______________________               _______________________

_______________________              _______________________               _______________________

								
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