Tax Checklist

Use it as a guide for information you need to provide.  Any questions, please call at 952-769-6765 or e-mail to chung@actaxpayroll.com.

GENERAL INFORMATION:   
□ first, middle initial, and last names of taxpayers and dependents as written on the Social Security cards, and dates of birth for taxpayers and all dependents, especially new dependents.

□ Address, (city, state, and zip), telephone number, and e-mail address.

□ Marital Status:  Single ___ Married ___ Head of Household ___ Separated ___

□ Number of Dependents: ___ did any dependents have any income?  Yes ___ No ___

□ Do all dependents live with you? Yes ___ No ___

TYPES OF INCOME :
□ Wages - All W-2's                                      □ Income from Rentals - All 1099-MISC

□ Pensions/Retirements - 1099-R              □ Business Income - All 1099-MISC

□ Social Security - SSA-1099                                    □ Farm Income

□ Bank Interest - 1099-INT                         □ Alimony Received - Total amount

□ Dividends - 1099-DIV                               □ Unemployment - 1099-G

□ Commissions - 1099-MISC                        □ State Tax Refund - 1099-G

□ Tips and Gratuities                                                □ Miscellaneous - Jury Duty, Gambling, Other

□ Sales of Stock, Mutual Funds - 1099-B                    

BUSINESS INCOME & EXPENSE ITEMS

ADDITIONAL ITEMS FOR RENTAL PROPERTIES



DEDUCTIONS/CREDITS TO INCOME:
Self-employed Health Insurance     IRAs /Keogh/SEPs                Student Loan Interest

Medical Savings Account                  Teacher Expense                  Child Tax Credit

Penalty on Early Withdrawal of Savings                                        Foreign Tax Paid

American Opportunity/HOPE/Lifetime Learning Expenses        Adoption Expenses

* Total Alimony Paid:  Must have name and Social Security number of recipient, and amount paid.

* Child Care/Day Care Credit:  Must have name, address, Social Security number or EIN of               provider, and amount paid.

ESTIMATED TAXES PAID:
Date payment was made, and the amount paid for each Federal and State quarterly tax estimate.

ITEMIZED DEDUCTIONS:
MORTGAGE INTEREST - 1098
MEDICAL
Insurance information (1095s)

Medical & Dental bills                                   Prescriptions                         Glasses/Contact Lenses

Out-of-pocket expenses                                Medical miles                         Lab fees

Hearing Aids                                                  Medical/dental/long term care insurance
 
TAXES
Prior year state tax paid                              City/local tax                         Sales tax

Real estate tax                                               Personal property tax          Other

CHARITABLE CONTRIBUTIONS
Church                                                            Boy/Girl Scouts                     United Way/CFC

Red Cross                                                       MDA/MS                                YWCA/YMCA

Salvation Army                                              FoodBank                              Payroll deductions

Out-of-pocket Volunteer Expenses             Charitable miles                    Other

 List and Fair Market Value of household goods and clothing items given to Charitable Organizations.



ANTHONY CHUNG TAX & PAYROLL                                            Tel       (952) 769-6765
5100 Edina Industrial Blvd                                                            Fax      (877) 200-1771       
Suite 228                                                                                          email:  chung@actaxpayroll.com
Edina, MN 55439