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2008 Federal Income Taxes Itemized Deductions Sales Taxes document sample
Document Sample
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
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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
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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
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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
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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
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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
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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.
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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
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