Drop-Off Information Sheet

ADVERTISEMENT

Planning with Purpose
2017 Tax Season
Drop-Off Information Sheet
Client Name: ________________________________________
Are there any dependent (children, parents) changes from last year’s tax return?
yes____ no____
?
yes____ no____
Did your marital status change during the year (married, divorced, widowed)
Explain who is to be added or deleted: _________________________________________________
______________________________________________________________________________
______________________________________________________________________________
Income Section: Check where you receive your income from; leave blank if not applicable
_______an employer: need W-2
_______a retirement account/pension/401(k)/403(b)/IRA: need 1099R
______S
ocial Security: need SSA 1099
_______interest and dividends from banks, investment companies: need 1099 INT/DIV
_______unemployment: need 1099-G
_______for any other miscellaneous sources of income: need forms received
Deductions: if itemizing, check below the deductions you have; leave blank if not applicable
****If you take the standard deduction we do not need anything to claim that***
_______Form 1098 for mortgage, home equity loan/line of credit equity interest
_______property and school tax receipts on ALL property owned: need tax receipts
_______charitable contributions: need list of charitable contributions
_______medical expenses: need list of medical expenses/copays
_______employee business expenses
If not claiming children, go to next page. If claiming children:
yes_____ no____
Do you have college tuition costs?
To claim the education credits, we need BOTH:
Form 1098-T from the institution
___check if included ___ getting us
Tuition bills for all semesters paid in the year
___check if included ___ getting us
yes_____ no____
Do you have day care costs?
we need BOTH
To claim the child care credit,
:
Child care provider’s name, address and ID number
___check if included ___ getting us
____check here if same provider as last year
Amount paid for each child per provider
___check if included ___ getting us
**Complete Reverse Side**

ADVERTISEMENT

00 votes

Related Articles

Related forms

Related Categories

Parent category: Financial
Go
Page of 2