Tax Preparation Worksheet
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1
2Tax Preparation Worksheet
Taxpayer Name: _____________________________
SS#:______-_____-______
DOB:____________
Spouse’s Name: _____________________________
SS#:______-_____-______
DOB:____________
Home Phone: _________________ Cell Phone: _______________ Email: _________________________
Vacation Phone: _______________ Cell Phone: _______________ Email: _________________________
Dependent Name
Social Security #
DOB
Relationship
Months in Home
Daycare or College
_______________
___-____-___
__/__/__
____________
______________
_______________
_______________
___-____-___
__/__/__
____________
______________
_______________
_______________
___-____-___
__/__/__
____________
______________
_______________
Please check off provided copies of the following documents:
__ W2 forms from all jobs
__ 1099T Tuition Paid
__ 1099B Proceeds from sale of
__ W-2G gambling winnings
__ 1098E Student Loan Interest
stock/bonds. List of each stock,
__ 1099 M
Self Employed Income
__ 1099Q 529 Distributions
bond or mutual fund sold
ISC
__ 1099I
Interest paid to you from
__ 1099A Foreclosed Property
showing name, date bought, date
NT
banks, etc.
__ 1099C Debt Cancellation
sold, sale price and cost basis.
__ 1099G State Refunds
__ 1099 K Payment Card & Third
__ Schedule K-1 Partnership/Trust S
__ 1099D
Dividends/Capital Gains
Party Network Transactions
Corp
IV
__ 1098 Mortgage Interest
__ 1099R Pension/401kplan/2014 IRA
Withdrawal
Please also send the following items:
__ Copy of 2013 tax returns including any depreciation schedules if not prepared by our firm.
__ List of Rental Income and Expenses by property
Self Employed Individuals:
__ List of Income and Expenses for self-employed business
__ Mileage Log for 01/01/2014 -12/31/2014
Questions
Do you live in an apartment? __________
If yes, how much do you pay for rent per month? __________
When was your move in date? __________ Is this your current address? __________
Do you have a self-employed retirement plan such as KEOGH or SIMPLE Plan? __________
If yes do you wish to contribute to it? __________
Did you contribute to an IRA for 2014 or do you wish to? __________
If No, are you aware of the potential benefits? __________
Did you buy a home in 2014? __________
If yes attach a copy of your HUD Statement.
Did you do anything to improve the energy efficiency of your home such as insulation, new furnace, windows or doors? __________
Did you pay anyone to care for your dependents so that you could work? __________
If yes, provide Name, SS#, and amount paid. _______________________________________________________________
Did any dependent listed above have $950+ of income and $1900+ of unearned income (dividends/interest/capital gains)? _________
Please list any additional items you think maybe deductions or income on your tax return. ___________________________________
___________________________________________________________________________________________________________
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