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"...This is an excellent program. I'm so glad that I stumbled on to this when researching for task management programs. Very low learning curv, quite flexible, and the price is right. Tried at least 20 other programs, either too complicated, too expensive, or poor documentation..."
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Tax Return Checklist

 

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Tax Return Checklist This Tax Return Checklist will be helpful to those people who need to gather special information and prepare their tax returns on time. With a help of this checklist taxpayers can figure out essential items to be reported when the tax season reoccurs, and some supportive documents to be attached.


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 Tax Return Checklist:

  • Prepare your Social Security numbers and personal information;
    • Yours own number and your spouse’s one;
    • Numbers of your dependent’s. Check current rules on dependents;
    • Birth dates of taxpayers and dependents;
    • Addresses and Telephone numbers;
    • Child care expense:
      • Childcare provider’s identity (name, address, etc);
      • Cancelled checks or invoices;
      • Provider’s tax ID (or social security number);
    • Change in marital status;
  • Prepare your bank account number;
  •  Itemize your Job Expenses (including invoices, paycheck stubs, bills, receipts to prove them):
    • Union dues;
    • Property and items purchased to be used in your work;
    • Uniform (special clothing costs);
    • Seminar fees;
    • Job travel information (mileage records, hotel bills, etc);
    • Job search expenses (call bills, employment agency fees, etc);
    • Job-required educational expenses;
  •  Assemble your forms. Get organized to report income statements:
    • Get your W-2s organized (it goes in six copies) to report wage (attach wage statements):
      • Employers complete a Form W-2 for each employee to whom they pay a salary or wage;
      • Employee needs to complete W-2 forms from each employer he had during the year;
    • 1099s (to report interest, dividends, pensions, retirement plan distributions):
      • 1099-DIV: Dividends and Distributions;
      • 1099-INT: Interest Income;
      • 1099-R: Pension Income and Retirement Plan distributions;
    • 1099-B for reporting sales of stock and bond;
    • 1098 is used to report interest which a taxpayer has paid on mortgage;
    • Form(s) W-2G for gambling and lottery winnings;
    • Receipts for all gambling purchases;
    • 1099-MSA for distributions from medical savings accounts;
    • 1099-G (Unemployment Income) from your state unemployment agency;
    • 1065 (Schedule(s) K-1) – income from investments in partnerships;
    • 1120S (Schedule(s) K-1) – income from investments in S Corporations;
  • Form 1099-R (for payments from IRA or retirement plans);
  • Account summary form for the year for your IRA accounts;
  • Rental Property Income:
    • Profit and loss statements from your property manager;
    • Checkbook for expenses;
    • Real estate tax bills;
    • Form 1099-Misc for rental income paid to you;
    • Personal property tax bills;
    • Purchase and sale agreements for real property;
  • Social Security Benefits (Form SSA-1099);
  • Use form 1099-MISC for reporting prizes and awards you received;
  • Brokerage statements (showing margin interest paid statements);
  • Charity bills and receipts (or cancelled checks);
  • Medical bills or cancelled checks. Other medical and...


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