|
The Business AdvantageTax Preparation Form - Personal |
|
PERSONAL TAX RETURN PREPARATION
NEED TO BRING: Wages – W2s Interest Income statements– 1099s Dividend Income statements– 1099s Stock Sold statements– 1099s Pension statements - 1099Rs Unemployment statement Social Security statement Mortgage Interest statement – 1098s Child Safety Seat Receipt New Clients bring copy of previous year’s tax return.
FILL IN: Stock Sold: ___________________________Stock ___________Date purchased _____________Cost ___________________________Stock ___________Date purchased _____________Cost ___________________________Stock ___________Date purchased _____________Cost ___________________________Stock ___________Date purchased _____________Cost ___________________________Stock ___________Date purchased _____________Cost ___________ Alimony received ____________ Educator Expenses – Teacher’s supplies bought for your classroom. ____________ IRA or SEP Contributions for current year ____________ Student Loan Interest paid for current year Moving Expenses – List separately __________ Miles driven __________ Cost to move your goods – Shipping, postage, freight, etc. __________ Miles from where you lived before to where you work now __________ Miles from where you lived before to where you worked before
____________ Alimony paid ______________________________________Name of Recipient ___________________Social Security Number
Education – College Tuition, books, and supplies. No deduction for room and board or travel. List Each Student. _______________________________________Student Name ____________ Amount _______________________________________Student Name ____________ Amount
Child Care – Name, Address, & ID number of provider, and amount for each child. ____________ Amount ____________________________________________________ Child _________________________Provider ______________ Fed ID # _____________State ID # _______________________________________________________________Address
____________ Amount ____________________________________________________ Child _________________________Provider ______________ Fed ID # _____________State ID # _______________________________________________________________Address
Solar installation ____________ Amount ________________ Date installed
Qualified hybrid vehicles – Purchased new this year. _______________________________Make ___________________________Model
Federal Estimated Tax Payments _____________ Amount ____________ Date _____________ Amount ____________ Date _____________ Amount ____________ Date _____________ Amount ____________ Date
State Estimated Tax Payments _____________ Amount ____________ Date _____________ Amount ____________ Date _____________ Amount ____________ Date _____________ Amount ____________ Date
____________ Medical Expenses – Doctors, dentists, medicine, hospital, care givers, chiropractors, etc. ____________ Health Insurance ____________ Miles to Medical Services
____________ Property Tax
Gifts to Charity – Must be to a qualified Nonprofit Organization with receipts. ____________ Cash ____________ Goods – Over $500, list Charity, date, items, cost, and current value if sold at a yard sale. ____________ Miles to give Charitable Services
____________ Safe Deposit Box Fee ____________ Tax Return Preparation Fee ____________ Investment Expenses
Employee Expenses ____________ Union dues, tools, supplies, uniforms, protective clothing and shoes, license, professional fees and insurance, education for current career (Not education for new career), anything you spend for work. Office in home – area regularly & exclusively used for business as an employee. ____________ Square footage of area ____________ Square footage of entire house ____________ Rent ____________ Electricity ____________ Home insurance ____________ Condo or Association Fees ____________ Repairs to entire house ____________ Repairs to office area only ____________ Furniture & Equipment in office
____________ Travel away from home for business – Off-island or Hana. ____________ Meals and Entertainment with clients or travel away from home for business ____________ Miles for business other than commuting – Such as seeing clients, running errands, whenever your boss sends you to do something for them in your own car. ____________ Miles for commuting – from home to work round trip. ____________ Personal Miles for year – everything else.
|
Individual Income Tax Return Preparation | ||
Business, Partnership, Corporate, and Non-profit returns | ||
Tax Consultation and Planning |
Correspondence should be directed toCorrespondence should be directed to tbajf@hawaii.rr.com.
or contact us at:
Jessica Fountain189 Piimauna St.
|