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Ann Arbor Tax Preperation
Ann Arbor tax preparations accountant Don Strom has created this year end tax organizer checklist to assist in understanding the tax preperation process.
Personal Data
- Social Security Numbers (including spouse and childern)
- Child care provider: Name, address and tax I.D. or SSN
- Alimony paid: Social Security Number
Employment & Income Data
- W-2 forms for this year
- Unemployment compensation: Forms 1099-G
- Miscellaneous income including rent: Forms 1099-MISC
- Partnership, S Corporation, & trust income; Schedules K-1
- Pensions and annuities: Forms 1099-R
- Social Security/RR1 benefits: Forms RRB-1099
- Alimony received
- Jury duty pay
- Gambling and lottery winnings
- Prizes and awards
- Scholarships and fellowships
- State and local income tax refunds: Form 1099-G
Homeowner/Renter Data
- Residential address(es) for this year
- Mortgage interest: Form 1098
- Sale of your home or other real estate: Form 1099-S
- Second mortgage interest paid
- Real estate taxes paid
- Rent paid during tax year
- Moving expenses Fianacial Assets
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
Financial Liabilities
- Auto loans and leases (account numbers and car value) if vehicle used for business
- Studen loan interest paid
- Early withdrawl penalites on CDs and other time deposits
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Ann Arbor Accountant that knows:
- Complete E-Filing
- All Business Tax Forms
- Sole Proprietors
- Limited Liability Companies
- Partnerships
- C Corporation
- S Corporation
- All Employment Tax Forms
Expenses
- Gifts to chairty (qulified written statement for any single donations of $250 or more)
- Unreimbursed expenses related to volunteer work
- Unreimbursed expenses related to your job (travel expenses, uniforms, union dues, subscriptions)
- Investment expenses
- Job-hunting expenses
- Job-related education expenses
- Child care expsenses
- Medical savings account
- Adoption expenses
- Alimony paid
- Tax return preperation expenses and fees
Self-employment Data
- Business income: Forms 1099-MISC and/or own records
- Partnership SE income: Schedule K-1
- Business-releated expenses: Receipts, other documents & own records
- Farm-related expenses: Receipts, other documents & own records
- Emplyment taxes & other business taxes paid for current year. Payment records
Miscellaneous Tax Documents
- IRA, Keogh and other retirement plan contributions: If self-employed, identify as self or employees
- Records to document medical expenses
- Records to document casualty or theft losses
- Records for any other expenditures that may be decuctible
- Records for any other revenue or sales of property that may be taxable or reportable
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