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San Dimas, Long Beach, Valencia, Palmdale, Santa Ana, Corona

Tel: 877-700-9110, Internet: , e-mail:

TAX PREPARATION CHECKLIST, ALL CLIENTS

Having the right information at hand is half the battle when doing your taxes. Use this checklist to help you gather your important personal, employment, residential and financial information. You can avoid multiple trips to your tax professional by collecting the documents on the list.

1. PERSONAL DATA

_Social Security Numbers (including spouse and children)

_Child Care Provider (name, address, tax i.d. or social security number)

_Alimony Paid (social security number)

2. EMPLOYMENT & INCOME DATA

_W-2 Forms (current year)

_Unemployment Compensation: FORMS 1099-G

_Miscellaneous Income including Rent: FORMS 1099-MISC

_Partnership, S Corporation and Trust Income: SCHEDULES K-1

_Pensions and Annuities: FORMS 1099-R

_Social Security/ RR1 Benefits: FORMS RRB-1099

_Alimony Received

_Jury Duty Pay

_Gambling & Lottery Winnings

_Prizes and Awards

_Scholarships and Fellowships

_State and Local Income Tax Refunds: FORM 1099-G

3. HOMEOWNER DATA

_Residential Address(es) (current year)

_Mortgage Interest: FORM 1098

_Sale of Home or Other Real Estate: FORM 1099-S

_Second Mortgage Interest Paid

_Real Estate Taxes Paid

_Rent Paid During Tax Year

_Moving Expenses

4. FINANCIAL ASSETS

_Interest Income Statements: FORM 1099 INT & 1099-OID

_Dividend Income Statements: FORM 1099-DIV

_Proceeds from Broker Transactions: FORM 1099-B

_Retirement Plan Distribution: FORM 1099-R

5. FINANCIAL LIABILITIES

_Auto Loans and Leases for Vehicles Used for Business (account numbers and car value)

_Student Loan Interest Paid

_Early Withdrawal Penalties on CDs and Other Time Deposits

6. STOCK SALES

_Capital Gain or Losses (Stock Sales): FORM 1099-B

_Interest Income Statements: FORM 1099 INT & 1099-OID

_Dividend Income Statements: FORM 1099-DIV

_Proceeds from Broker Transactions: FORM 1099-B

_Retirement Plan Distribution: FORM 1099-R

7. VEHICLE REGISTRATION FEES

_Cars

_Boats

_Motorcycles

_Motor homes/RVs

_Trailers

8. EXPENSES

_Gifts to Charity (qualified written statement from charity for any single donations of $250 or more)

_Unreimbursed Expenses related to Volunteer Work

_Unreimbursed Expenses related to Job (travel expenses, uniforms, union dues, subscriptions)

_Investment Expenses

_Job-hunting Expenses

_Job-related Education Expenses

_Child Care Expenses

_Medical Savings Accounts

_Adoption Expenses

_Alimony Paid

_Tax Return Preparation Expenses and Fees

9. SELF-EMPLOYMENT DATA

_Business Income: FORMS 1099-MISC (and/or own records)

_Partnership SE Income: SCHEDULES K-1

_Business-related Expenses: RECEIPTS, INVOICES, DOCUMENTS, OWN RECORDS

_Farm-related Expenses: RECEIPTS, INVOICES, DOCUMENTS, OWN RECORDS

_Employment Taxes & Other Business Taxed Paid for Current Year: PAYMENT RECORDS

10. MISCELLANEOUS TAX DOCUMENTS

_Federal, State & Local Estimated Income Tax Paid for Current Year: ESTIMATED TAX VOUCHERS, CANCELLED CHECKS & OTHER PAYMENT RECORDS

_IRA, Keogh and Other Retirement Plan Contributions (If self-employed, identify as for self or employees)

_Records to document Medical Expenses

_Records to documents Casualty or Theft Losses

_Records for any other Expenditures (that may be deductible)

_Records for any other Revenue or Sales of Property (that may be taxable or reportable)

PoliceTax

San Dimas, Long Beach, Valencia, Palmdale, Irvine

Tel: 877-700-9110

e-mail: