Application: Personal Tax Preparation (Page 2 of 3) in pdf

Individual Return Tax Checklist

Before gathering documents for your tax return, go through this checklist to help you save time and energy. Focus

on the categories that apply to you and provide that information to Tax Depot for the completion of your tax return.

First-Time Clients

Tax Depot Personal Tax Preparation Application Form

If alimony paid, Ex-spouse's name, social security number & amount of alimony paid

Photocopy of your, your spouse's, and you dependent(s)' social security cards

Photocopy of your and your spouse's valid driver's license

Copy of previous year's tax return (all forms & schedules)

Previous Years' Tax Preparation Expense

Voided check (for direct deposit purposes)

All Clients

Tax Depot Individual Tax Preparation Application

Itemized Deductions

Photocopy of your, spouse's and dependent(s)' social security card

Un-reimbursed Employment Expenses

Photocopy of a valid driver's license

Un-reimbursed Volunteer Expenses

Employer Information

Charitable Contributions

Wage Statements (W-2 Form)

Home Mortgage Interest (1098 Form)

Income

Casualty & Theft Losses

Social Security Income (1099-SSA, RRB-1099 Form)

Employment Educational Expenses

Unemployment Income (1099-G Form)

Employment Search Expenses

Retirement/Pension of 401K Income (1099-R Form)

Medical & Dental Expenses

Interest & Dividend Income (1099-INT, 1099 OID, 1099-DIV Form)

Investment Expenses

Sale of stocks, bonds, etc. Income (1099-B Form)

Moving Expenses

Investments Income (Schedule K-1 1065, Schedule K-1, 1120-S Form)

Childcare Expenses & Provider Information

Miscellaneous Income

Tax I.D. Number

Gambling & Lottery Winnings Income (W-2G Form)

Full Mailing Address

Alimony Income

Telephone Number

Rental Property Income (1099-Misc Form)

Adoption Costs

Other Miscellaneous Income

Education Costs (1098 Form)

Jury Duty Income

Student Loan Interest (1098-E Form)

Prizes & Awards Income (1099-Misc Form)

IRA Contributions

Scholarships & Fellowships Income

Medical Savings Account Contributions

Property Tax

Phone:

770-641-8814

Fax:

770-587-4339

Ad Valorem (Car Tag) Tax

Email:

Refinanced Mortgage Settlement Statement

Application: Personal Tax Preparation Page 2

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