2008 Federal Income Taxes Itemized Deductions Sales Taxes

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2008 Federal Income Taxes Itemized Deductions Sales Taxes Powered By Docstoc
					                             Instructions
WELCOME to our Tax Organizer.

Several 'ground rules':
First -     Keep your original documents - I only want 'scan' copies (you can attach them to your email)
Second - This 'organizer' is merely a 'guide'. You will probably have additional information that is not mentioned in
Third -     ...




Table of Contents (a summary of the tabs at the bottom of this window):
(Click on any of the below 'Quick Links' to go to that worksheet)
                                           Checklist
                                           Questionnaire
                                           Personal Information
                                           W-2 \ 1099 information
                                           Social Security Information
                                           Estimated Tax Information
                                           Interest\Dividends (Schedule B)
                                           Capital Gain\Loss (Schedule D)
                                           Business Income\Expense (Schedule C)
                                           Business Assets
                                           Rental Income\Expense (Schedule E)
                                           Itemized deductions (Schedule A)
                                           Employee Business Expense (From 2106)
                                           Other
                                           Vehicle Information
                                           Home Office (Form 8829)
ttach them to your email)
al information that is not mentioned in this Guide. I WANT that information as well. PLEASE add worksheets as fit your situation.
heets as fit your situation.
                                                        Checklist

This is a list of the most common items we request. To reduce the 'carbon footprint' please scan as many o
                                                     documents you can.
                       CLICK on the 'tab' (at the bottom of the worksheet) to go to a particular worksheet



        Completed Questionnaire and Personal Information form


        All forms sent to you by the various taxing agencies


        All W-2's


        All 1099 forms confirming income from interest, dividends, retirement, social security,
           disability, unemployment, gambling winnings, etc.


        All LLC, Partnership or S-Corporation K-1's




        If you sold any shares of mutual funds or other capital assets and basis information is not
           provided by the broker (year end summary statements), please provide basis and acquisition
           information (use the Capital Gain+Loss worksheet)


        If you bought, sold or refinanced real estate, please scan your closing statement for each transaction


        Year-end statement of mortgage interest (Form 1098) and balance on mortgage
           or home equity loans; receipts for all real estate taxes paid


        Receipts for non-cash contributions totaling $500 or more


        All legal documents for formation, sale or purchase of a business during the year
All legal documents for divorce\separation decrees


Scans of any federal, state or local tax correspondence


All information for children if you want us to prepare their required returns


New clients: copies of prior 3 years of your FILED federal, state and local returns and
    depreciation schedules, if applicable. (TurboTax, TaxCut, etc. file or scan)
                                          Quick Links
                                          Checklist
                                          Questionnaire

footprint' please scan as many of these   Personal Information
                                          W-2 \ 1099 information
articular worksheet                       Social Security Information
                                          Estimated Tax Information
                                          Interest\Dividends (Schedule B)
                                          Capital Gain\Loss (Schedule D)
                                          Business Income\Expense (Schedule C)
                                          Business Assets
                                          Rental Income\Expense (Schedule E)
                                          Itemized deductions (Schedule A)
social security,                          Employee Business Expense (From 2106)
                                          Other
                                          Vehicle Information
                                          Home Office (Form 8829)




 information is not
ide basis and acquisition




statement for each transaction
cal returns and
                                         QUESTIONNAIRE
             Please mark the appropriate box. If yes, please provide a brief information to the right.




Yes   No   Personal Information
                   Did your marital status change during the year?
                   Can you be claimed as a dependent by another taxpayer?
                   Were there any changes in dependents from the prior year?
                   Do you have any children (under age 19 or college students under age 24) with une
                      income in excess of $1,800?
                   Did you maintain a home for someone not claimed as a dependent?


           Self-employment or Rental Information
                   Did you start or dispose of a business during the year?
                   Did you have income or expenses related to self-employment and/or operation of a
                      business?


                   Did you use a portion of your home exclusively for business? If yes, complete the
                      Office in the Home form.
                   Did you have income or expenses related to a rental property? If yes, complete the
                       Rental Real Estate form.
                   Do you own or invest in a business that would be considered manufacturing?


           Other Income Information
                   Did you receive refunds of state or local income tax? If yes, state amount $______
                      and local amount $________________.
                   Did you receive miscellaneous income? If yes, income amount $_______________
                      and related expenses amount $__________________
                   Did you have any foreign income or pay any foreign taxes?
                   Did you receive any income from property sold prior to this year?
                   Did you receive any lump-sum payment from a pension or profit-sharing plan?
                   Did you make any rollovers or withdrawals from any retirement account?
       Did you cash in any U.S. Savings bonds?
       Did you receive employer-provided educational assistance?
       Did your college student receive educational benefits?
       Did you receive a 1099-Q for a distribution from a 529 plan? If yes, attach form.
       Did you receive a damage award for personal injury, sickness or discrimination?
       Did you receive executor fees or jury duty fees? If yes, amount $_______________
       Did you receive alimony (not child support)? If yes, amount $_______________
       Did you dispose of any stock during the year? (send original cost and sale
          prices and dates)


Deduction Information
       Did medical expenses exceed 7.5% of your income? If yes, complete the Itemized
          Deductions form.
       Did you pay sales tax on a car, boat, motor home, manufactured home, truck, moto
          or plane purchased for personal use? If yes, amount $__________________
       Did you take out a home equity loan or line of credit this year or refinance any prop
          (Please scan your closing statement - HUD form)
       Did you make any charitable contributions? If yes, complete the Itemized Deductio
       Did you have unreimbursed employee expenses or an allowance? If yes, complete
          Employee Business Expenses form.
       Did you use your car on the job, for other than commuting? If yes, complete Emplo
          Business Expenses form.
       Did you work out of town during the year? If yes, complete Employee Business
          Expenses form.
       Did you have any gambling losses? If yes, amount $_______________.
       Did you incur an unreimbursed casualty or theft loss greater than 10% of your incom
       Did you have any moving or job-seeking expenses?
       Are you a teacher or school administrator who provided school supplies in your job?
         If yes, amount $______________
       Did you pay any student loan interest this year?
          If yes, complete Other Adjustments/Deductions/Credits form
       Did you, or will you, contribute to a Coverdell Education Savings Account this year?
       Do you have a Health Savings Account (HSA) or a Medical Savings Account (MSA)
                     If yes, provide the contribution $________________,
                     qualified withdrawals $______________ and if single ____ or married ______co
                  If you worked for yourself, did you pay health insurance premiums for yourself and
                     family? If yes, amount $_______________
                  Did you have educational expenses for you or your dependent(s)? If yes, complete
                     Adjustments/Deductions/Credit form.
                  Are you covered by a pension plan?
                  Did you make any contribution to an IRA, ROTH, SEP, Keough or Simple retiremen
                     If yes, complete Other Adjustments/Deductions/Credits form.
                  Have you ever made a non-deductible IRA contribution?
                  Do you have extra cash to contribute more into retirement?


           Credit Information
                  Have you started any adoption process or paid any adoption expenses?
                  Did you start a new pension plan this year?
                  Did you make energy efficient improvements to your home in 2008?
                  Did you pay for dependent care?
                     If yes, complete Other Adjustments/Deductions/Credits form
                  Did you purchase a hybrid (gas/electric) auto? If yes, what is make ____________
                     model ___________________ and year_________?




Yes   No   Miscellaneous Information
                  Do you want to allocate $3 to the Presidential Election Campaign Fund?
                  Did you sell, exchange, or purchase any real estate during the year? (send closing
                  Did you acquire a new or additional interest in an LLC, partnership or corporation?
                  Do you have stock options?
                  Did you engage in any bartering transactions?
                  Did you make 2008 gifts of more than $12,000 to any individual?
                  Are you in the military?
                  Do you have a household employee?
       Did you receive correspondence from federal, state, or local taxing authorities?
          If yes, explain:____________________________________________________
       Did you receive a rebate check during 2008? If yes, amount $______________
       Do you expect significant changes in income, expenses or dependents for 2009?
          If yes, explain:____________________________________________________
       Did you make estimated payments of federal, state or local income taxes?
          If yes, complete Estimated Tax Payments form.
       If you have an overpayment on your federal or state return, would you like to have t
          overpayment applied to 2009? (If you answer no, the overpayment will be refun


State Information
       Did you contribute to a 529 Plan? If yes, what state plan? _________________
          amount $______________
                                         Additional Comments Box (enter text in th
 nformation to the right.




e students under age 24) with unearned


 as a dependent?




mployment and/or operation of a




 business? If yes, complete the


 al property? If yes, complete the


considered manufacturing?




x? If yes, state amount $____________


 ome amount $___________________




or to this year?
nsion or profit-sharing plan?
ny retirement account?
529 plan? If yes, attach form.
 y, sickness or discrimination?
 yes, amount $_________________
s, amount $_______________
nd original cost and sale




e? If yes, complete the Itemized


 manufactured home, truck, motorcycle,
mount $__________________
 it this year or refinance any property?


 complete the Itemized Deduction form.
r an allowance? If yes, complete


mmuting? If yes, complete Employee


complete Employee Business


 t $_______________.
ss greater than 10% of your income?


vided school supplies in your job?




s/Credits form
 ation Savings Account this year?
 Medical Savings Account (MSA)?
 single ____ or married ______coverage
ance premiums for yourself and your


r dependent(s)? If yes, complete Other




SEP, Keough or Simple retirement plan?
/Credits form.




y adoption expenses?


ur home in 2008?


/Credits form
es, what is make _________________




tion Campaign Fund?
e during the year? (send closing stmts)
LLC, partnership or corporation?




any individual?
e, or local taxing authorities?
______________________________
s, amount $______________
enses or dependents for 2009?
______________________________
e or local income taxes?


te return, would you like to have the
no, the overpayment will be refunded.)




e plan? _________________
Comments Box (enter text in the box)   Quick Links
                                       Checklist
                                       Questionnaire
                                       Personal Information
                                       W-2 \ 1099 information
                                       Social Security Information
                                       Estimated Tax Information
                                       Interest\Dividends (Schedule B)
                                       Capital Gain\Loss (Schedule D)
                                       Business Income\Expense (Schedule C)
                                       Business Assets
                                       Rental Income\Expense (Schedule E)
                                       Itemized deductions (Schedule A)
                                       Employee Business Expense (From 2106)
                                       Other
                                       Vehicle Information
                                       Home Office (Form 8829)
                                                   PERSONAL INFORMATION


                         Taxpayer Full Name                                                    Spouse Full Name


                             Email Address                                                   Daytime Phone Number


                         New Street Address


                         City, State, Zip Code


                        Taxpayer Occupation                                                    Spouse Occupation




Have you moved or changed jobs since last year? If so, please complete this section.



                             Date of Move                                                     New School District



                         New Street Address                                                    New Municipality



                       New City, State, Zip Code                                                Old Municipality



                      New Taxpayer Occupation                                                New Spouse Occupation



Dependents/Nondependents Qualifying for Child Care and/or EIC

                                                          Date of                Social

                 Full Name                                 Birth              Security No.




REFUNDS AND PAYMENTS:
REFUNDS\Payments due on federal and state returns can be automatically deposited\deducted from your bank account. You
deduction will be scheduled for April 15th. Please provide your bank information.



          ABA Routing Number:

          Account Number:

          Bank Name:

          Checking:

          Savings:
                                      Quick Links
N                                     Checklist
                                      Questionnaire
                                      Personal Information
      Spouse Full Name                W-2 \ 1099 information
                                      Social Security Information
    Daytime Phone Number              Estimated Tax Information
                                      Interest\Dividends (Schedule B)
                                      Capital Gain\Loss (Schedule D)
                                      Business Income\Expense (Schedule C)
                                      Business Assets
                                      Rental Income\Expense (Schedule E)
      Spouse Occupation               Itemized deductions (Schedule A)
                                      Employee Business Expense (From 2106)


                                      Other
                                      Vehicle Information
     New School District              Home Office (Form 8829)


      New Municipality



       Old Municipality



    New Spouse Occupation




                             Mo.

        Relationship        in home
ucted from your bank account. Your
                                                              W-2 & 1099 informatio


W-2 information                              Federal Income Tax

             Employer        Wages                Withheld




1099 Information
              Payer     Ordinary dividends   Qualified dividends
W-2 & 1099 information



                      State     State Wages   State Income Tax   Local wages




     Capital Gain   1250 Gain    1202 gain     2d Collectible    nondividend
                                   Quick Links
                                   Checklist
                                   Questionnaire
 Local income tax                  Personal Information
                                   W-2 \ 1099 information
                                   Social Security Information
                                   Estimated Tax Information
                                   Interest\Dividends (Schedule B)
                                   Capital Gain\Loss (Schedule D)
                                   Business Income\Expense (Schedule C)
                                   Business Assets
                                   Rental Income\Expense (Schedule E)
                                   Itemized deductions (Schedule A)
                                   Employee Business Expense (From 2106)
                                   Other
                                   Vehicle Information
                                   Home Office (Form 8829)




Federal Income Tax   Foreign Tax

     withheld           Paid
                                 Social Security information


Form SSA-1099                      Taxpayer          Spouse

                                   Taxpayer          Spouse



      Box 5 - Net Benefits


      Medicare-Part B-deducted
n   Quick Links
    Checklist
    Questionnaire
    Personal Information
    W-2 \ 1099 information
    Social Security Information
    Estimated Tax Information
    Interest\Dividends (Schedule B)
    Capital Gain\Loss (Schedule D)
    Business Income\Expense (Schedule C)
    Business Assets
    Rental Income\Expense (Schedule E)
    Itemized deductions (Schedule A)
    Employee Business Expense (From 2106)
    Other
    Vehicle Information
    Home Office (Form 8829)
                                            Estimated Tax Payment information


         Federal Estimated Tax Payments

15-Apr              15-Jun                15-Sep    15-Jan
Payment information                                                 Quick Links
                                                                    Checklist
                                                                    Questionnaire
                   State Estimated Tax Payments                     Personal Information
          15-Apr             15-Jun               15-Sep   15-Jan   W-2 \ 1099 information
                                                                    Social Security Information
                                                                    Estimated Tax Information
                                                                    Interest\Dividends (Schedule B)
                                                                    Capital Gain\Loss (Schedule D)
                                                                    Business Income\Expense (Schedule
                                                                    Business Assets
                                                                    Rental Income\Expense (Schedule E)
                                                                    Itemized deductions (Schedule A)
                                                                    Employee Business Expense (From 2
                                                                    Other
                                                                    Vehicle Information
                                                                    Home Office (Form 8829)
Quick Links

Questionnaire
Personal Information
W-2 \ 1099 information
Social Security Information
Estimated Tax Information
Interest\Dividends (Schedule B)
Capital Gain\Loss (Schedule D)
Business Income\Expense (Schedule C)
Business Assets
Rental Income\Expense (Schedule E)
Itemized deductions (Schedule A)
Employee Business Expense (From 2106)


Vehicle Information
Home Office (Form 8829)
                                                        Interest & Dividend information


Interest Information
          Payer        Interest Income   Early Withdrawal penalty   U.S. Savings Bonds




Dividend Information
          Payer            Rents                Royalties             Other Income
& Dividend information


        Federal Income Tax     Investment         Foreign Tax       Tax-exempt

             withheld           Expense               Paid           Interest




        Federal Income Tax

             withheld        Fishing proceeds   Medical payments   Non employee   Substitute payments   Crop Ins
Quick Links
Checklist
Questionnaire
Personal Information
W-2 \ 1099 information
Social Security Information
Estimated Tax Information
Interest\Dividends (Schedule B)
Capital Gain\Loss (Schedule D)
Business Income\Expense (Schedule C)
Business Assets
Rental Income\Expense (Schedule E)
Itemized deductions (Schedule A)
Employee Business Expense (From 2106)
Other
Vehicle Information
Home Office (Form 8829)
              CAPITAL GAIN AND LOSS


                                   NET
                  Date     Date   Sales   NET
Description     Acquired   Sold   Price   Cost
Quick Links
Checklist
Questionnaire
Personal Information
W-2 \ 1099 information
Social Security Information
Estimated Tax Information
Interest\Dividends (Schedule B)
Capital Gain\Loss (Schedule D)
Business Income\Expense (Schedule C)
Business Assets
Rental Income\Expense (Schedule E)
Itemized deductions (Schedule A)
Employee Business Expense (From 2106)
Other
Vehicle Information
Home Office (Form 8829)
                                    BUSINESS INCOME AND EXPENSES



GENERAL INFORMATION


                     Your principal business or profession                                   Is this for taxpayer or spouse?



                               Business Name                                                 Employer ID (EIN - Not SSN)



                           Business Street Address                                               City, State, Zip Code


    Enter date if you disposed of or sold this business during the year


Did you acquire or dispose of any assets in 2008?__________ If yes, complete Business Asset worksheet.


INCOME
            Gross Receipts or sales
            Other Income


EXPENSES
            Advertising
            Car/Truck expenses (complete Vehicle Information form)
            Insurance
            Interest - mortgage
            Interest - other
            Legal and professtional services
            Office expense
            Rent
            Repairs and maintenance
            Supplies
            Taxes and licenses
            Travel
            Meals and entertainment
            Utlities
            Wages
            Miscellaneous expenses:
INVENTORY
     Inventory Method:         Cost          Lower of Cost or Market
     Inventory at beginning of year
     Purchases less cost of personal items
     Inventory at end of year
                                 Quick Links
ES                               Checklist
                                 Questionnaire
                                 Personal Information
                                 W-2 \ 1099 information
                                 Social Security Information
                                 Estimated Tax Information
                                 Interest\Dividends (Schedule B)
s this for taxpayer or spouse?   Capital Gain\Loss (Schedule D)
                                 Business Income\Expense (Schedule C)
                                 Business Assets
Employer ID (EIN - Not SSN)      Rental Income\Expense (Schedule E)
                                 Itemized deductions (Schedule A)
                                 Employee Business Expense (From 2106)
    City, State, Zip Code        Other
                                 Vehicle Information
                                 Home Office (Form 8829)
Other
                                BUSINESS AND RENTAL ASSETS


Business or rental activity these assets relate to:



ASSET ACQUISITION LIST
(Please list all assets you have purchased or placed in service during the year.)

                        Description                                 Date Acquired                   Cost




ASSET DISPOSITION LIST
(Please list all assets you sold, traded, junked, or took out of service for any reasonduring the year.)

                                        Date                      Date         Sales         Sales
Description                           Acquired                    Sold         Price       Expenses
                         Quick Links
                         Checklist
                         Questionnaire
                         Personal Information
                         W-2 \ 1099 information
                         Social Security Information
                         Estimated Tax Information
                         Interest\Dividends (Schedule B)
                         Capital Gain\Loss (Schedule D)
                         Business Income\Expense (Schedule C)
           Cost          Business Assets
                         Rental Income\Expense (Schedule E)
                         Itemized deductions (Schedule A)
                         Employee Business Expense (From 2106)
                         Other
                         Vehicle Information
                         Home Office (Form 8829)




ring the year.)


                  Cost
                                         RENTAL REAL ESTATE


GENERAL INFORMATION
                                                      Property A                     Property B
Kind of Property
                                                   Street Address                     Street Address
Location of Property:
                                                City, State, Zip Code               City, State, Zip Code




% of Ownership

Did you actively participate in this venture?

Did you use this property for personal use?


Did you acquire or dispose of any assets in 2008? ________ If yes, complete Business Asset
   worksheet.

INCOME

Rents received



EXPENSES

Advertising
Car/Truck expenses (complete Vehicle Information form)
Cleaning/Maintenance
Commissions
Insurance
Legal, Professional fees
Management fees
Mortgage interest
Other interest
Repairs
Supplies
Utilities
Taxes:
  Real estate tax
  Other

Miscellaneous expenses:
                                Quick Links
                                Checklist
                                Questionnaire
                                Personal Information
                                W-2 \ 1099 information
         Property B             Social Security Information
                                Estimated Tax Information
          Street Address        Interest\Dividends (Schedule B)
                                Capital Gain\Loss (Schedule D)
        City, State, Zip Code   Business Income\Expense (Schedule C)
                                Business Assets
                                Rental Income\Expense (Schedule E)
                                Itemized deductions (Schedule A)
                                Employee Business Expense (From 2106)
                                Other
                                Vehicle Information
                                Home Office (Form 8829)




Business Asset
                                                ITEMIZED DEDUCTIONS


Medical and Dental Expenses (Please keep originals, I only need your summaries)



Medical Insurance Premiums


Doctors/Dentists/Hospitals


Prescription Drugs


Non-prescription Medical Supplies


Other:




Number of Medical Miles ($.19/mile -   2008   ) _______________
Do not list amounts that were reimbursed or paid with pre-tax dollars.


TAXES PAID (Please complete OR scan documents)

                                                   Municipal              School
Real Estate Taxes




                                                                         Taxpayer


STATE Unemployment Withholding (SUI)
Local Services Tax


Occupation Tax


Other Tax (if based on VALUE, usually a deduction)


INTEREST PAID (Please complete OR scan documents)



Primary Residence - Payee:




Second Residence - Payee:




CONTRIBUTIONS (Please keep originals, I only need your summaries)
(You must have receipts or a cancelled check for all contributions and an acknowledgement from the
   charity for contributions of $250 or more)


Cash / Check / Credit Card


                                              Payee
Non-cash - Please attach documents only if annual total is $500 or more
Number of Charity Miles ($.14/mile-2008) _________________




                                                    NOTES
         Quick Links
         Checklist
         Questionnaire
         Personal Information
Amount   W-2 \ 1099 information
         Social Security Information
         Estimated Tax Information
         Interest\Dividends (Schedule B)
         Capital Gain\Loss (Schedule D)
         Business Income\Expense (Schedule C)
         Business Assets
         Rental Income\Expense (Schedule E)
         Itemized deductions (Schedule A)
         Employee Business Expense (From 2106)
         Other
         Vehicle Information
         Home Office (Form 8829)




 Total




Spouse
                     Amount




ledgement from the




                     Amount
                                          EMPLOYEE BUSINESS EXPENSES


GENERAL INFORMATION (These are expenses you paid for, on behalf of your employer, and would expect to have reimbursed if your employer had the funds)

Are these expenses for the taxpayer or spouse?
Occupation in which expense incurred

EXPENSES

Car/Truck expenses (Complete Vehicle Information form)
Parking fees, tolls, and local transportation
Travel expenses while away from home overnight
Meals and entertainment expenses
Are you subject to the hours of service limitation of the Dept of Transportation?
Other business expenses:
                      Description                           Amount




REIMBURSEMENTS

Meals and entertainment
Other
                                                 Quick Links
ES                                               Checklist
                                                 Questionnaire
                                                 Personal Information
ave reimbursed if your employer had the funds)   W-2 \ 1099 information
                                                 Social Security Information
                                                 Estimated Tax Information
                                                 Interest\Dividends (Schedule B)
                                                 Capital Gain\Loss (Schedule D)
                                                 Business Income\Expense (Schedule C)
                                                 Business Assets
                                                 Rental Income\Expense (Schedule E)
                                                 Itemized deductions (Schedule A)
                                                 Employee Business Expense (From 2106)
                                                 Other
                                                 Vehicle Information
                                                 Home Office (Form 8829)
                   OTHER ADJUSTMENTS / DEDUCTIONS / CREDITS
                              2008 TAX RETURNS

ADJUSTMENTS TO INCOME
                                                          Taxpayer

Traditional IRA contribution
Roth IRA contribution
Self-employed retirement contribution:
     Type of plan___________________________

                            Name                            SSN
Alimony paid to:


                                               Student
Student loan interest:



                                           Description
Other adjustments:




TUITION AND FEES
                                               Student




CHILD AND DEPENDENT CARE EXPENSES (for children under 13)

Provider Information:
   Name                                            EIN
 Address

   Name                                            EIN
 Address

                                          Total Dependent Care Expenses
Dependent Information:
  Name
  Name
  Name

                         Total for All Dependents
                        Quick Links
CREDITS                 Checklist
                        Questionnaire
                        Personal Information
                        W-2 \ 1099 information
            Spouse      Social Security Information
                        Estimated Tax Information
                        Interest\Dividends (Schedule B)
                        Capital Gain\Loss (Schedule D)
                        Business Income\Expense (Schedule C)
                        Business Assets
                        Rental Income\Expense (Schedule E)
             Amount     Itemized deductions (Schedule A)
                        Employee Business Expense (From 2106)
                        Other
                        Vehicle Information
            Amount      Home Office (Form 8829)




            Amount




            Amount




          Amount Paid
                                               VEHICLE INFORMATION



GENERAL INFORMATION

Do you (or your spouse) have another vehicle available for personal use?
Was your vehicle available for personal use during off-duty hours?
Do you have evidence to support the deduction?
If "Yes," is the evidence written?

MILEAGE INFORMATION
                                                                  Vehicle A
TOTAL miles
Business miles
Commuting miles

ACTUAL EXPENSES
                                                                  Vehicle A
Date vehicle was placed in service
Gasoline\Diesel
Oil
Tires
Taxes
Insurance
Interest
Inspection
Registration
Repairs
Wash
Other




Annual vehicle rental
Cost or original value of vehicle
NOTE! You are entitled to either actual expenses OR standard mileage rate.
ON

                        Additional Notes:




     Yes           No




           Vehicle B




           Vehicle B
R standard mileage rate.
Quick Links
Checklist
Questionnaire
Personal Information
W-2 \ 1099 information
Social Security Information
Estimated Tax Information
Interest\Dividends (Schedule B)
Capital Gain\Loss (Schedule D)
Business Income\Expense (Schedule C)
Business Assets
Rental Income\Expense (Schedule E)
Itemized deductions (Schedule A)
Employee Business Expense (From 2106)
Other
Vehicle Information
Home Office (Form 8829)
                                                OFFICE IN THE HOME


GENERAL INFORMATION (Complete only if different from 2007)

Business activity these expenses relate to


Square footage of area used for business


Total square footage in your home


Is this for taxpayer or spouse?


Day care facilities:
                 Number of days used for day care


                 Number of hours per day used for day care



Enter date if you disposed of or sold this business during the year


EXPENSES

                                                       Directly Relating to Business   Relating to Entire Household


             Casualty losses
             Deductible mortgage interest
             Real estate taxes
             Insurance
             Rent
             Repairs and maintenance
             Utlities


             Other expenses
                               Quick Links
                               Checklist
                               Questionnaire
                               Personal Information
                               W-2 \ 1099 information
                               Social Security Information
                               Estimated Tax Information
                               Interest\Dividends (Schedule B)
                               Capital Gain\Loss (Schedule D)
                               Business Income\Expense (Schedule C)
                               Business Assets
                               Rental Income\Expense (Schedule E)
                               Itemized deductions (Schedule A)
                               Employee Business Expense (From 2106)
                               Other
                               Vehicle Information
                               Home Office (Form 8829)




Relating to Entire Household

				
DOCUMENT INFO
Description: 2008 Federal Income Taxes Itemized Deductions Sales Taxes document sample