Hello! Please use this sample tax return preparation checklist to help us plan and prepare your 2016 taxes.  This checklist will assist you in gathering all the necessary tax documents you need to file your Federal and State Tax Returns. Please call our office at (248) 932-0040 for your client tax organizer if you have not yet received it. 

General Taxable Income:

___ W-2 Form(s) for Wages, Salaries, and Tips___ Interest Income Statements: Form 1099-INT & 1099-OID___ Dividend Income Statements: Form 1099-DIV___ Sales of Stock, Land, etc. for Capital Gains: Form 1099-B___ Sales of Real Estate: Form 1099-S___ State Tax Refunds: Form 1099-G___ Alimony Received or Paid___ Unemployment Compensation Received___ Miscellaneous Income: Form 1099-MISC

Retirement Income:

___ Retirement Income: Form 1099-R___ Social Security Income and Railroad Retirement Income: Form SSA-1099

Business Income:

___ Business Income and Expenses___ Rental Income and Expenses___ Farm Income and Expenses___ Form K-1 Income from Partnerships, Trusts, and S-Corporations___ Tax Deductible Miles Traveled for Business Purposes

Tax Credits:

___ Child Care Provider Address, I.D. Number and Amounts Paid___ Adoption Expense Information___ Foreign Taxes paid___ First Time Home Buyer Tax Credit

Expenses and Tax Deductions:

___ Medical Expenses for the Family___ Medical Insurance Paid___ Prescription Medicines and Drugs___ Doctor and Dentist Payments___ Hospital and Nurse Payments___ Tax Deductible Miles Traveled for Medical Purposes___ Home Mortgage Interest from Form 1098___ Home Second Mortgage Interest Paid___ Real Estate Taxes Paid___ State Taxes Paid with Last Year's Return (if claiming itemized deductions)___ Personal Property Taxes Paid___ Charitable Cash Contributions___ Fair Market Value of Non-cash Contributions to Charities___ Unreimbursed Expenses Related to Volunteer Work___ Tax Deductible Mileage for Volunteer Purposes___ Casualty and Theft Losses___ Amount Paid to Professional Preparer Last Year___ Unreimbursed Expenses Related to Your Job___ Miles Traveled Related to Your Job___ Union and Professional Dues___ Investment Expenses___ Job-hunting Expenses___ IRA Contributions___ Student Loan Interest Paid___ Moving Expenses___ Last Year's Tax Preparation Fee

Tax Estimate Payments:

___ Estimated Tax Payments Made with ES Vouchers___ Last Year's Tax Return Overpayment Applied to This Year___ Off Highway Fuel Taxes Paid

General Information:

___ Copy of Last Year's Tax Return___ Social Security Numbers for You and Your Spouse___ Educational Expenses for You and Your Spouse___ Dependents' Names, Years of Birth, and Social Security Numbers___ Dependents' Post High School Educational Expenses___ Child Care Expenses for Each Dependent___ Prior Year Adjusted Gross Income (AGI) & Personal Identification Number (PIN)-how to find last year's adjusted gross income (AGI)___ Routing Transmit Number (RTN) (For direct deposit/debit purposes)___ Bank Account Number (BAN) (For direct deposit/debit purposes)