2017FORM 1040 CHECKLIST
Name:______Phone:______Email:______
How you would like us to send you your copy of the return?: __ PDF file (via email) __ Paper __ Both
_____Address Change? ______
_____Change in marital status? Name change reported to Social Security Administration?
_____Any individual on this return legally blind or disabled? ______
_____NJ residents – New veteran’s exemption, will need Form DD-214.
Any new (or change in) dependents? (Generally, a dependent is a member of the household)
Name ______Date of birth____ Social security #____ Relationship__
______
______
_____ Any dependent listed on last year's return, no longer your dependent?
_____ Sold or purchased real estate? - Need closing statement (HUD-1) for each transaction.
_____ Did any of your dependent children (under 19, or full time student under 24) have unearned incomeover$2,100, or earned income over $6,350?
_____ Were any gifts in excess of $14,000 made?
_____ Do you have a foreign bank account (or signatory powers on a foreign account) or own foreign
assets? Need information and values.
**Returns must be filed – there are VERY heavy fines for non-compliance.**
_____ Do you have a household employee?-Need employee's social security # wages paid.
INCOME
_____ W-2's from all employer's?
_____ IRA, Pension, Qualified Education Plan Distributions? - need 1099’s, education expenses.
(Required minimum distributions after reaching age 70 ½)
_____ Dividends and interest? - need 1099's.
_____ Sold stocks or bonds? - Need original purchase date & cost of any stocks sold.
_____ Alimony received?
_____ Unemployment received? – need 1099.
_____ Disability income received?
_____ Social Security received? – need 1099.
_____ Gambling winnings? – need W-2G, also losses are deductible up to amount of winnings.
_____ Cancellation of Debt? – need 1099.
_____ Did you start a new business this year? - need details: income, expenses etc.
_____ Rental property income? - Need expenses: advertising, realestate taxes, utilities, repairs, maintenance, commissions, insurance, etc.
_____ Other income?
_____ Partnership, S Corporation, Trust/Estate income? - Need K-1's.
DEDUCTIONS
_____ IRA, SEP contributions, Roth IRA?
_____ Substantial out of pocket medical costs? Drugs, doctors, hospital, medical premiums,
long term care premiums.We need totals only (keep receipts in your records).
_____ Real Estate taxes? For NJ residents: (need block & lot numbers),(If senior and filed PTR,
Property Tax Reimbursement, need amount of your base year property taxes)
_____ Mortgage interest? - If mortgage refinanced or sold, need all 1098’s, copy of HUD-1,
closing statement for any refinance. Any points paid? Mortgage insurance premiums?
(include home equity interest)
_____ Contributions? - You must have documentation for all contributions.
_____ Non-cash contributions?
_____ Interest on education loans? Or loans for investments? (stocks or business)
_____ Child care? - Need name, address and ID# of child care provider and amount paid.
_____ Dependent attending college? - Need expenses paid, name of school, # of mos. attended
_____ Work related expenses?–union dues, uniforms, teacher expenses,travel between jobs
_____ Did you incur moving costs, other expenses related to seeking a new job during the year?
_____ Tax return preparation and investment expense?
_____ Alimony paid? – need social security number and amount
_____ Any substantial casualties or theft losses?
_____ Sales tax paid onvehicle/boator other large purchase?
_____ Any energy efficient expenses for primary residence? (ie. Windows, doors, furnace, solar water
heater/solar electricity equipment)
_____ If you rent your home/apartment, need amount of rent paid.
2017 ESTIMATED INCOME TAX PAYMENTS - PLEASE LIST
DATE CHECK FEDERAL DATE CHECK STATE
DUE DATES PAID NO. AMOUNT PAID NO. AMOUNT .
1st Quarter 4-15-17 ______
2nd Quarter 6-15-17 ______
3rd Quarter 9-15-17 ______
4th Quarter 1-15-18 ______
If you anticipate a tax refund and wish to have it directly deposited into your bank account, please fill out the following information and also provide a copy of a voided check.
Bank Name: ______Routing #: ______A/C #: ______
Type of Account (circle one): Checking Savings