| What to bring for your 2014 Income Tax Return |
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1-
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Copy of your 2013 Income Tax Return. If you are New Customer.
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2-
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Each personel Name, D.O.B., and Soc. Security Number
(Soc. Sec. Card if new client).
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3-
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Proof of INCOME EARNED:
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W-2,1099B,1099R,1099MISC,1099G,K-1,etc...
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4-
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Proof of EXPENSES:
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A. MEDICAL EXPENSES
B. MORTAGE INTEREST PAID
PROPERTY TAXES PAID
*Interest on a Contract for Deed requires you to bring Name,
Address, and SS# of Contract Holder.
C. CLOSING PAPERS FROM ALL PURCHASES / SALES / REFINANCES.
D. 2012 & 2013 PROPERTY TAX STATEMENT AND/OR 2011 CRP FORM.
E. CONTRIBUTIONS:
*CASH/CHECK
*NON-CASH
NOTE: for 2012 - All donations need a receipt from the organization,
as well as proof of payment (ie. Canceled check or credit card receipt.)
F. UNION DUES
UNREIMBURSED JOB EXPENSES
G. JOB SEARCH EXPENSES
H. MOVING EXPENSES
(If you moved 50+ miles because of a new job)
I. DAYCARE/PRESCHOOL EXPENSES PAID
*Please bring Name, Address, and Social Security Number
(or Fed. ID#) for Daycare Provider.
J. EDUCATION EXPENSES FOR K-12 DEPENDENTS:
(who, what, why, amount)
K. COLLEGE/TECH. EDUCATION EXPENSES FOR SELF OR DEPENDENT
L. STUDENT LOAN INTEREST PAID
M. IRA, SEP, OR KEOGH CONTRIBUTIONS
WITHDRAWALS AMOUNT
ROLLOVERSAMOUNT
(Please Bring Documentation of any such transactions.)
N. IF YOU RECEIVED OVER $10,000.00 FROM ANY NON-
TAXABLE FOREIGN SOURCES, YOU MUST REPORT IT TO
AVOID A 50% PENALTY BUT IT WILL REMAIN TAX FREE.
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