►Income
Statements
Bring all applicable W-2 forms,
1099 forms, interest income, dividend income, K-1 forms,
pension or IRA distributions forms, brokerage account
forms, social security, and student loan interest forms.
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►Business
Rents Paid
Please summarize the rent you paid
for business purposes during the tax year and your
landlord’s name and address.
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►Moving
Expenses
If your move is employment
related, please summarize your moving expenses. You can
only deduct the cost to move your household goods,
storage and the one time trip to make the final move to
your new location.
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►Self-Employment
Please prepare a simple 1 page
income statement which summarizes your gross self
employment income for the tax year and your applicable
expenses categorized and summarized by the type of
expense (i.e. advertising, equipment, supplies, etc).
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►Rental
Property
If you received income from rental
property (Schedule E), please prepare a simple 1 page
income statement showing the gross rental income you
received during the tax year and your applicable
expenses categorized and summarized by the type of
expense (i.e. advertising, mortgage interest, real
estate taxes, repairs, maintenance, condo fees, etc).
We’ll also need to know when you started renting the
property and how much you originally paid for the
property.
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►Higher
Education Expenses
If you qualify to deduct your
higher education expenses, please summarize how much you
paid in tuition and books during the applicable tax
year. Please bring in all actual tuition billing
statements as well. Amounts paid for tuition may include
loans credited to the University. If applicable, please
have on hand how much you received in scholarships or
fellowships. You can also bring in receipts for
computers and peripherals you purchased for school.
Note: Form 1098T (Tuition Statement) represents tuition
billed during the current tax year. This is not always
the number to use. You can only deduct the amount of
“qualified tuition” & related fees paid.
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►Business Use of Home
If you used a portion of your home
for business use, please provide a square footage
calculation of the area used for business. In addition,
we will need to know the date you began using the space
for business, how much you originally paid for the
property and a summary of your utility expenses (gas,
electric, oil, condo fees, landscaping, snowplowing,
maintenance, etc), major home improvements and direct
office expenses (repairs, business phone, etc).
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►Foreign
Nationals on a F-1 or J-1 Visas
Please bring your Visa and
passport and summarize the following information:
* Your permanent address where you
are a citizen
* Your F-1 / J-1 VISA number
* The actual dates entered / left
the United States for corresponding tax year
* The number of days you were in
the United States for the previous three tax years |
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►Dependent
Care Expense
Please provide the names of each
care provider, their address, federal identification
number or social security number, and the amount paid to
each provider. We will also need the names of each child
that was cared for and the total amount paid in child
care expenses for each child. If you have a nanny and
use a nanny tax service to handle the employment taxes,
please bring in a completed Schedule H.
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►Itemized Deductions
If you are planning on itemizing your deductions
(Schedule A) please organize a list summarizing them.
Itemized deductions include: medical expenses, personal
property tax, state and local sales taxes, tax
preparation fees, custodial fees, financial planning
fees, interest on mortgages and home equity loans (bring
Form 1098), mortgage insurance premiums, real estate
taxes, casualty and theft losses, investment related
subscriptions, uniforms, cash and non-cash charitable
donations, safe deposit box fees, unreimbursed job
related expenses (such as job seeking expenses), cell
phone charges, tools, dry cleaning, luggage, PDAs,
online service fees, trade journals, travel, meals and
entertainment.
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►Dependents
If you plan on claiming
dependents, provide all dependent’s full names (as they
appear on their social security card), dates of birth, &
social security numbers.
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►IRAs
The amount you contributed to a
traditional IRA (Form 4598). If you converted a
Traditional IRA to a Roth IRA, please supply the amount
of any applicable after-tax Traditional IRA
contributions you made over the years.
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►Stocks
& Mutual Funds
If you sold stocks or mutual
funds, please provide a spreadsheet showing the date you
bought each item that was sold along with the total
purchase price of each item sold. Do not assume your
cost information is provided on Form 1099. Please
carefully review all your stock sales to ensure you have
the purchase date and cost information for each stock or
mutual fund sold during the year.
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►Estimated
Tax Payments
If you made any estimated tax
payments this tax year, we will need to know the dates
and amounts paid of all federal and state estimated tax
payments.
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►Residential
Energy Efficient Improvements
Please provide the cost of the
following applicable items: high-efficiency heating &
cooling systems, water heaters, windows, doors,
insulation, qualified solar electric property, solar
water heating property, fuel cell property, small wind
energy property and geothermal heat pump property.
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►Miscellaneous
Finally, please bring any other
official tax documents you received not mentioned above.
When in doubt, bring it! |
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