AC Tax Service
Individual and Sole Proprietor Tax Preparation
Tax Preparation Checklist

When it’s time to get your taxes done, be sure to bring all your paperwork with you, when you come to your appointment. Make sure to bring a picture id (driver’s license, state id, military id, etc).

The list below will help you get all of your paperwork in order. We look forward to meeting with you!

Personal Information:
•   Social Security Numbers of all family members including spouse and children,
    Birth certificate(s), Children School records, Children doctor statements
•   Childcare provider information including name, address, and tax identification number or social Security number.
•   Any alimony paid and the social security number of ex-spouse.
•   Last year’s return (if a new client).

Employment & Income Information:
•   W-2 forms from all employers.
•   Unemployment compensation (Form 1099-G).
•   Self-employed (1099-Misc).
•   Miscellaneous income, including rent (Form 1099-MISC).
•   Partnership, S Corporation, & trust income (Schedules K-1).
•   Pensions and annuities (Forms 1099-R).
•   Social Security year-end statement/RR1 benefits (Forms RRB-1099).
•   Jury duty pay.
•   Gambling and lottery winnings (Forms W-2G).
•   Prizes and awards.
•   Scholarships and fellowships.
•   State and local income tax refunds (Form 1099-G).
•   Amounts of other income such as hobby income, disability, judgments from lawsuits, inheritances.
Self-employment Data:
•   Business income (from Form 1099-MISC and/or personal records).
•   Partnership SE income (Schedule K-1).
•   Business-related expenses (receipts, other documents & personal records).
•   Business mileage for car and any new assets purchased.
•   Farm-related expenses (receipts, other documents & personal records).
•   Employment taxes & other business taxes paid for current year (personal records).

Financial Assets:
•   Interest income statements (Form 1099-INT & 1099-OID) from banks and credit unions.
•   Dividend income statements (Form 1099-DIV) from stockbrokers, mutual fund companies.                 
•   Proceeds from broker transactions (Form 1099-B) from stockbrokers ( Buy – sell statements relating to securities
•   Retirement plan distribution (Form 1099-R) from retirement income from pensions, IRA’s, etc.

Financial Liabilities:
•   Auto loans and leases if vehicle used for business - account numbers and car values.
•   Student loan interest paid.
•   College form 1098T

•   Early withdrawal penalties on CDs and other time deposits.

Homeowner/Renter Information:
•   Residential address for the current tax year.
•   Mortgage interest (Form 1098).
•   Sale of your home/real estate (Form 1099-S).
•   Interest on second mortgage.
•   Real estate taxes paid.
•   Rent paid during tax year.

•   Personal property tax information (ownership tax on auto registration).
•   And, Sales Tax on new auto / vehicles purchases.

Miscellaneous Tax Documents:
•   Federal, state & local estimated income tax paid for current year (estimated tax vouchers,
   cancelled checks & personal payment records).
•   IRA, Keogh and other retirement plan contributions (distinguish between self and employees).
•   Records to document medical expenses not reimbursed by insurance (include insurance premiums).
•   Records to document casualty or theft losses.
•   Records for any other expenditure that may be deductible.
•   Records for any other revenue or sales of property that may be taxable or reportable.
•   All other related tax documents.

Personal/Business Expenses:
•   Gifts to charity (qualified written statement from charity for any single donations in excess of $250).
•   Donations of goods (not cash or check) with details of amount, to whom, and items etc with receipt.
•   Non-reimbursed expenses related to volunteer work.
•   Investment expenses.
•   Child care expenses.

•   Medical Savings Accounts
•   HSA (health avings account)
•   Adoption expenses.

•   Any correspondence received from the IRS or State taxing agencies.

Health Insurance
•   Proof of Health Insurance.

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