National Accounting and Tax, Inc 

      Basic Personal  Tax Preparation Checklist

•  Copy of your 2014 tax return (unless I have a copy)

• Notices or correspondence received from the Internal Revenue Service or your state tax agency

• Social Security number and date of birth for yourself, spouse and dependents

• Amount of any alimony paid and ex-spouse’s Social Security number

• Childcare records (including provider’s name, address and ID number)

• Form 8332 (Release of Claim to Exemption for Child of Divorced or Separated Parents), copies of your divorce decree, or other documents proving your right to claim a child living with your ex-spouse

• Receipts for tuition expenses as well as scholarships and fellowships received for post-high school education and Form 1098-T (tuition statement)

• Detail of adoption costs, retirement plan contributions, student loan interest, moving expenses, self-employed health insurance, alimony paid, educator expenses, etc.

• W-2 forms from all employers for whom you and your spouse worked during the year

• Saving and Investment forms received (1099-INT, 1099-OID, 1099-DIV, 1099-R, 1099-B, 1099-S, Schedule(s) K-1). Dates of acquisition and records of your cost or other basis in property you sold

• Record of other income received from, but not limited to, unemployment, state tax refund, gambling income and losses, alimony received, jury duty, hobby income and expenses, prizes and awards, healthcare reimbursement, Social Security benefits, etc.

• Sales tax paid on large purchases (car, furniture etc)

• Amount paid with extension (if any)

 

      Itemized Tax Deduction

• Medical expenses, including medical mileage

• Forms 1098 or other mortgage statements. Closing statement if you purchased or refinanced

• Real estate and personal property tax records

• Cash amounts donated to qualifying charitie

• Records of non-cash charitable donations, as well as mileage driven for charitable purposes

• Expenses related to your investments (margin interest, investment fees..)

• Detail of thefts or casualty losses.

• Employment-related expenses not reimbursed by your employer

• Car mileage (make & model of car, total mileage, total business miles, total commute)

• Parking and tolls

• Dues & subscriptions

• Licenses & Permits

• Professional Continuing Education

• Supplies

• Travel

• Local Transportation

• Meals & Entertainment

• Equipment rentals Equipment purchased (computers, phones etc)

• Telephone & cell phone

• Internet service

• Uniforms and Union Dues

• Amount paid for preparation of your 2014 tax return and job-hunting expenses

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