What to Bring? Checklist for 2013 Tax Returns:
(You will need SOME or ALL of these items)
1. 2012 Tax Return
2. Income information for 2013:
a. W-2 (s) from employer (s)
b. Bank and other interest income (Bring original statements of 1099's)
c. Stock dividend statements and broker statements
d. Broker statements for both the original stock purchase and sale of stock
e. U. S. Bond and Treasury bill income statements
f. Municipal bond income (both taxable and non-taxable)
g. Unemployment compensation (fully taxable)
h. Social Security and Railroad Retirement statements
I. Pension statements (1099-R)
j. IRA distributions, lump sum distributions and all other 1099 income
k. Self-employment income AND expense records (including 1099's)
l. Gambling, scholarship and other miscellaneous income records
m. All ROTH statements (new or converted)
3. All stockbroker transactions statements and final year end statements
4. Rental income and expenses
5. End-of-year IRA/ROTH IRA statements
6. Sale of Personal Residence (consult tax preparer if owned and occupied less than 2 years)
7. Dependents: Original Social Security Cards showing registration of name per Social Security Administration. Also
dependents income information.
8. Adjustments to income:
a. IRA (Individual Retirement Account) / SEP (Self-Employed Pension) Plans
b. Self-employed Medical Insurance Premiums paid
c. Penalty for early cash-in of bank certificates
d. Alimony paid including Social Security number of recipient
e. Student loan interest paid
f. Educational expenses paid for self, spouse and dependents
9. Completed ITEMIZED DEDUCTIONS CHECKLIST-or equivalent (over)
10. Homestead, Rebate or Rent Credit (CRP)
a. Taxable and non-taxable income (include welfare, worker's comp etc.)
b. Rent statement (CRP): This form should be provided to you from your landlord by
January 31st. It must be completely filled out and signed by the landlord. The landlord could be penalized for not providing you with one. This penalty may be as much as $100.00.
c Homeowners: please provide both the 2013 and 2014 property tax statements (if available).
11. Miscellaneous: Child and Dependent care expenses (including provider's name, address and SS #)
Death certificate (copy) of deceased taxpayer, Estimated Federal/State taxes paid. Checklist Comtinued:
2013 ITEMIZED DEDUCTIONS CHECKLIST
(Must exceed: $ 12,200 married filing joint; $ 6,100 single or Married filing separately; $ 8,950 HOH)
HELPFUL HINT: Bring 2013 checkbook register. It will help you remember if extra information is needed. Even though we have your information on the computer,also bring your copy of the 2012 tax return to use as a reference tool.
Medical: (Must exceed 7.5% of your gross income to be worth calculating)
Insurance (medical/hospitalization and Medicare)
Doctor,dental,nursing & hospital costs/Special items (glasses,hearing aids andect)
Taxes: Real estate Homestead refund
Cabin: State estimated taxes Additional state income tax paid
Auto/truck tabs if over $38
Interest paid by you: This is limited. (If uncertain if deductible - contact the lender)
Home mortgages-First mortgage/Second mortgages
Moving Expenses: Only if over 50 miles & job related.
Contributions: Total paid by cash or check (Value of donated goods also)
Casualty and Theft:Only if reported to insurance & loss exceeded 10% of gross income