TAXES and MORE 919-303-8338 Margo J. Bills, EA email@example.com TAX CHECKLIST Ever wonder what paperwork you should start to gather, sort and organize for having your taxes prepared. Here is a checklist to help you in collecting the information necessary for me to complete your income tax returns. Check the ones that apply to you and bring the list along with all your papers. Remember, this is not an all inclusive list for everyone. Please feel free to bring along any papers you think look important. I will be happy to take a look at them and determine if we need to use them in preparing your taxes. o W-2 forms from eac h employer you had. Bring your last pay stub if you did not receive a o Child-care expenses along with provider W-2 from a prior employer. information. The tax ID number and address for o Interest and dividend income 1099 Forms the provider is required. (1099-INT and 1099-DIV ) o Information on any rollovers, IRA conversions or o 1099-R forms for pension, retirement and IRA IRA cont ributions made or to be made for the tax income year. Both Regular and ROTH amounts. o 1099 from Social Security if receiving any o Higher educational expenses paid and the 1098 benefits form from the college. o 1099 from state unemployment fund (ESC) o New dependents will need a social security o 1099- MISC for compensation paid as an number. independent contractor, execut or, trustee, for o Schedules K-1 from partnerships, S commissions, or jury duty. corporations, trusts, and estates for which you o 1099-B from sale of stocks, securities and received a distribution or hold a percent options along with purchase information ownership. These are not required to be in your o 1099-S for the sale of any real estate hands by a certain date, watch for them to come o 1099 for state tax refunds later. o 1099 for gambling or lottery winnings o Summary of moving expenses for a job related o Your personal records regarding rental and move. business income and ex penses. o Bill of sale regarding vehicles purchased, o Alimony amount paid or received, including the leased, traded or sold during the year for social security number of the recipient. business and sales tax purposes. o Records of the purchase and sale of personal o Summary of casualty loss (fire, theft, natural residence, including any forms given at the time disaster) if not fully insured. of closing. Cost records for improvements made o Interest paid on student loans. during ownership if the gain on the sale is over o Tip records from your job. $250,000 or you owned the house for less than o Any notices received from IRS or NC DOR for a 2 years. prior tax year. o Settlement Statement on the purchase, sale or o Amortization schedule if you received any refinance of your home. installment payments on property sales from this o Summary of medical, dental and vision year or a prior year sale. expenses paid during the year. The amount of o Interest or dividend income and sale of stocks insurance reimbursement is also needed. for your children. HSA forms and expens es paid. o Foreign bank account interest and foreign taxes o 1098 for mortgage and home equity loan interest paid. paid on all properties. o Information on gifts to any one individual totaling o Real estate taxes paid on all property owned. over $12,000. o Amount of tax paid on vehicles and boats. o Amount of non-taxable sick pay received. o Summary of charitable donations, including o Information on any hous ehold employee you checks, and items given in kind. For property had working for you this year. donated a priced itemized list and receipt is o Information on any proc eeds from a lawsuit or necessary on all donations now. Try using class action you received proceeds from. www.satruck.org or www.itsdeductible.com to o Mileage Log book for business use of cost items. Do not forget those volunteer miles automobile. and expenses. o Schedule of estimated taxes paid for both o Job-related expenses for educational purposes, federal and state taxes. job hunting and out-of-pocket expenses related o Last pay stub and a recent pay stub to check to your employment. (dues, work clothes, tools withholdings for the coming year. and equipment) o Cont ributions to the NC 529 plan. o Amounts paid by you for travel, lodging and meals while away from home on business.
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