Tax Preparation Checklist
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2hoffman and company
210 north orem boulevard
po box 1457
orem, utah 84059-1457
Tax Preparation Checklist
MISCELLANEOUS EXPENSES
**Please use this checklist to help you gather your
important tax information.
Gifts to charity
□
Non-reimbursed expenses related to volunteer work
□
PERSONAL DATA
Non-reimbursed expenses related to your job (travel,
□
uniforms, union dues, subscriptions, cell phones, etc.)
□ Social Security Numbers
Investment expenses
(including spouse and children)
□
Job-hunting expenses
□ Child care providers (including name,
□
Job-related education expenses
□
address, and tax ID/Social Security Numbers)
Tuition
□
□ Alimony paid
Child care expenses
□
Medical expenses
EMPLOYMENT & INCOME DATA
□
Adoption expenses
□
Alimony paid
□
□ W-2 Forms for this year
Tax preparation fees
□
□ Unemployment Forms (1099-G)
□ Miscellaneous income
SELF-EMPLOYMENT DATA
(including rent, 1099-MISC)
□ Partnership, S-Corporation, trust income
Business income
(Schedule K-1)
□
(1099-MISC, personal records)
□ Pensions and annuities (1099-R)
Partnership SE income (K-1)
□
□ Social Security/RR1 benefits (RRB-1099)
Advertisement expenses
□
□ Jury duty pay
Automobile expenses
□ Gambling and lottery winnings
□
Beginning/ending inventory
□ Prizes and awards
□
Office expenses
□ Scholarships and fellowships/grants
□
Telephone/Internet expenses
□
□ State and local income tax refunds (1099-G)
Business miles
□
□ Alimony received
Meals and Entertainment
□
Assets acquired/sold
HOMEOWNER/RENTER DATA
□
Utilities
□
Wages expense
□
Residential addresses for this year
□
Any other business related expenses
□
Mortgage interest (Form 1098)
□
Farm-related expenses
Sale of your home or other real estate (1099-S)
□
□
Employment taxes and other business taxes
Second mortgage interest paid
□
□
Real estate taxes paid
□
MISCELLANEOUS TAX DOCUMENTS
Moving expenses
□
Federal, state, and local estimated income taxes
FINANCIAL ASSETS
□
IRA, and other retirement contributions
□
Casualty or theft losses
Interest income statements (1099-INT & 1099-OID)
□
□
Revenue for sale of property/assets
Dividend income statements (1099-DIV)
□
□
Proceeds from broker transactions (1099-B)
□
Retirement plan distribution (1099-R)
□
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Instructions For Form 8867 - Paid Preparer's Due Diligence Checklist For The Earned Income Credit (eic), The Child Tax Credit (ctc)/additional Child Tax Credit (actc), And/or The American Opportunity Tax Credit (aotc) - 2016
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