The Business Advantage

Tax Preparation Form - Personal

Professional Tax Services, Personalized to Fit Your Needs.

 

PERSONAL TAX RETURN PREPARATION
Please bring documents and fill in totals for each category.
Only fill in categories that apply to you.

 

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
        
         __________ Cost to move family – Airfare, hotel, car rental, bus, taxi, etc.

         __________ 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.

 

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Individual Income Tax Return Preparation
Business, Partnership, Corporate, and Non-profit returns
Tax Consultation and Planning
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Correspondence should be directed toCorrespondence should be directed to tbajf@hawaii.rr.com.

or contact us at:






Jessica Fountain

189 Piimauna St.
Pukalani, Maui, HI
96768
(808) 572-3812

tbajf@hawaii.rr.com







 


Last revised on 3-Apr-2006
Technical Support provided by Maui Island Computing.