This form is intended for your benefit. It is NOT NECESSARY to
prepare your tax return. We will not use this specific form to prepare your return.
It is suggested you print this page and check each item as you complete the task.
Use it to help gather your information or as a checklist to prepare questions you have.
New or changed Items (Bob Parrish CPA PC will assist with
the financial, tax and issues to set up the documents)
Children
Other
dependents
Investments
Qualified
personal residence trust?
Charitable
Remainder trust
Credit Shelter
- ByPasss Trust
Corporation - C
or S Corporation
Retirement
plans
IRA
Family Limited
Partnership
Family Trust
Off-Shore trust
Minor's Trust
(Education or Healthcare Trust)
Medical Savings
Account
Start-up
business or business Acquisition
_______
Past due taxes
or tax returns - Other Taxpayer Advocacy you would like assistance with
Business
Consulting, Tax Consulting, Investment Consulting, Cost Containment, Tax Reduction, Asset
Protection, or other techniques, methodologies or strategic planning
Personal Data
Social Security
Numbers (including spouse and children)
Child care provider tax I.D. or Social
Security Number
Total # of dependents ________
Employment & Income Data
W-2 forms for
this year
Total nbr of Forms included ____
Homeowner/Renter Data
Residential
address(es) for this year
Mortgage interest: Form 1098; Nbr of forms
incl.____
Sale of your home or other real estate: Form
1099-S; Nbr of forms inclu. _______
Second mortgage interest paid
Real estate taxes paid: Form 1099-S; Nbr of
forms inclu. _______
Rent paid during tax year: Form 1099-S; Nbr of
forms inclu. _______
Moving expenses
Financial Assets
Interest income
statements: Form 1099-INT & 1099-OID: Form 1099-S; Nbr of forms inclu. _______
Dividend income statements: Form 1099-DN: Form
1099-S; Nbr of forms inclu. _______
Proceeds from broker transactions: Form
1099-B: Form 1099-S; Nbr of forms inclu. _______
Tax Refunds & unemployment compensation:
Form 1099-G: Form 1099-S; Nbr of forms inclu. _______
Miscellaneous income including rent: Form
1099-MISC
Retirement plan distribution: Form 1099-R
: Form 1099-S; Nbr of forms inclu. _______
Copy of year
end broker's statement - required for states with intangible tax : Form 1099-S; Nbr of
forms inclu. _______
Copy of
K1 from trusts, estates, Limited partnerships, etc. : Form
1099-S; Nbr of forms inclu. _______
Financial Liabilities
Auto loans and
leases (account numbers and car value) if vehicle used for business
Student loan interest paid
Automobiles
Personal
property tax information
Expenses
Gifts to
charity (receipts for any single donations of $250 or more)
Unreimbursed expenses related to volunteer
work
Unreimbursed expenses related to your job
(travel expenses, uniforms, union dues, subscriptions)
Investment expenses
Job-hunting expenses
Education expenses
Child care expenses
Self-employment Data
K-1's on all
partnerships: Form 1099-S; Nbr of forms inclu. _______
K-1's on S
Corporations: Form 1099-S; Nbr of forms inclu. _______
Other _____:
Form 1099-S; Nbr of forms inclu. _______
Receipts or documentation for business-related
expenses
Deduction Documents
State &
local income tax: your 1997 & 1998 estimated tax vouchers
IRA contributions: Form 1099-S; Nbr of forms
inclu. _______
Medical expenses: Form 1099-S; Nbr of forms
inclu. _______
Casualty or theft losses: Form 1099-S; Nbr of
forms inclu. _______
Other miscellaneous deductions : Form 1099-S; Nbr of forms inclu. _______