ACCOUNTANCY CONSULTANTS of New Jersey 973-584-1232 firstname.lastname@example.org www.practicalCPA.co m
Client Name___________________________________ Email Address____________________________________________
2009 CHECKLIST of Information Needed to Complete FEDERAL & STATE Income Tax Returns
…provide all the inf ormation applicable to your returns--not all items apply to everyone & this is not an all-inclusive list…
NEW CLIENTS: provide prio r 1 to 3 years tax returns. Contri butions of cash to US and Canadian charit ies are
Was a $250 “Economic Recovery Payment” Recei ved in 2009? deductible. Maintain a record of the contribution (bank record,
Yes or No (Soc. Sec. recipients & SSI beneficiaries got it) such as a cancelled check and written record fro m charity).
Sales Receipts for all NEW Vehicles/Boats purchased in 2009 Miles driven for charitable purposes ____________miles, and
W-2 Forms from all 2009 empl oyers. related out-of-pocket expenses $____________.
1099 Statements for interest & di vi dends recei ved i n 2009 Contri butions of personal items that are new or in good used
(including descriptive capital gain statements that may be condition (clothing, furniture, etc.) to recognized charities are
separate from the 1099 statements) deductible. (provide na me, address, and receipts if items total
NJ Rebates received: HOMES TEAD… $____________ over $500 in value). Appraisals may be required if the value is
SENIOR PROPERTY Tax FREEZ E… $____________ over $5,000. M iles driven to make the donations _________mi.
Co mplete Year-end Statements from all investments - mutual HOME - sale/ purchase/refinanced - all closing documents,
funds, IRAs, banks, non-taxable bonds, brokerage houses, etc. If HUD statement, list of capital improvements & costs.
received, provide original confirmation slips obtained at the time Moving expenses (related to start of new job) - transportation &
of purchase for each 2009 sale. storage of house goods, travel, & lodging for day of move.
If you had IRA withdrawals – provide the value of each IRA Empl oyee business expenses, if not reimbursed and not
account at the beginning and end of the year. reported as income on your W-2, including: mileage, supplies,
Details of all IRA and/ or Keogh contri butions made in 2009 for union dues, travel expenses, seminar fees, subscriptions, hotel,
both you and your spouse. telephone, books, tools, temporary assignment expenses, job
TOTA L tip inco me received $____________ related education, etc. Provide miles driven for business
Unreported (to employer) t ip income $____________ purposes, commut ing, and total miles driven for the year.
Tax exempt inco me, e.g., Municipal Bonds. Fees paid for tax preparation, financial planning, investments ,
1099-G Forms - state tax refunds, unemploy ment compensation. safe deposit box, IRA custodial fees, etc.
W-2 G Forms – certain gamb ling winnings. Chil dcare expenses incurred while working (include fees of
Gambling winnings not on 1099-G, and gambling losses. nursery school, camps, etc., and each facility’s tax ID nu mber
SELF-EMPLOYMENT inco me and expenses for each business. and address.)
Health insurance premiu ms paid for self-emp loyed persons. DEPENDENTS-Soci al Security Numbers, birth dates, and
2009 income recei ved by children and all other dependents.
1099-B Statements - sales of stock, bonds, property, etc. (also
provide the original cost & date of purchase for each sale). Social Security Nu mbers of d ivorced or separated spouses.
1099-R Forms - pension & IRA d istributions. Rent expense pai d in 2009 $_________ Address of apartment:
RENTAL income & expenses (interest, taxes, repairs, utilit ies,
maintenance, capital improvements, etc.) for each property. Adoption expenses paid (provide complete details).
Total royalties received and related expenses. Review all home & business check registers for deductions.
K-1 Statements fro m Partnerships, S-Corporat ions, Estates, and Details of gifts of mo re than $13,000 (cash or property) to one
Trusts, (includ ing any supplementary capital gain statements). or more people (direct ly or in trust)—for Gift Tax returns.
SSA-1099 Statements - Social Security received. Details of amounts spent in 2009 for energy efficient i m-
provements to your main home (e.g., insulation, exterior win-
1098-T Tuition Pay ments Statement and 1098-E Student Loan
dows, heating/cooling systems, solar energy, solar water heat-
ing, fuel cell, small wind energy, or a geothermal heat pump) .
Details of COLLEGE expenses, by student, paid in 2009.
Miscellaneous income, e.g., jury duty pay, bartering inco me, debt
Details of any NEW and/or HYBRID VEHICLE purchased in
2009 (year, make, model, credit amount-if known)
cancellation, prizes, inco me fro m personal property rented, etc.
NJ Resi dents Only -- Total cost (excluding sales tax) of all
Alimony received and/or paid, including recipient’s last name and
items purchased in Pennsylvania in 2009 that were subject to
Social Security Nu mber.
PA sales tax A ND were brought back to and used in New Jersey
Medical/drug expenses, health & Long-term care insurance
(use educated guess, if necessary) $______________
premiu ms, and medical travel (incl. auto mileage/tolls/parking).
US E TAX… Total cost of all items purchased in a state other
Amount received fro m health insurance & Medicare for medical
than your home state in 2009 and on which NO sales tax was
expenses, i.e., reimbursements.
paid (but which would have been subject to the NJ sales tax if
Amounts and dates of Federal, State, and Local (if applicable) purchased in NJ) $_______________
ES TIMATED TAX payments made in 2009.
NJ Resi dents – Does every dependent have HEA LTH
Real Es tate taxes pai d during 2009 (home, 2nd home, land).
INSURANCE COVERA GE on the projected date your NJ
Interest pai d on pri mary residence and second homes, land, return will be filed? If NO, please exp lain ________________
etc., to financial institutions (Form 1098) or individuals (provide ______________________________________________________
their Social Security Nu mber), includes second mortgages, equity
Other co mments/questions _____________________________
loans, equity lines, etc.
Mortgage Insurance Premi ums paid in 2009 for insurance ____________________________________________________ __
contracts entered into after 2006 $__________________ ____________________________________________________ __