Tax-Pro Incorporate - tax services, income taxes, financial services, bookkeeping, payroll, insurance and investments in Skowhegan, Maine
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Tax Preparation Checklist We make life less taxing
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This checklist is designed to reduce the need for follow up calls asking for additional tax information from you. This comprehensive checklist will assist you in knowing what to bring/send to our office. Please print this page and utilize it to make your tax preparation easy, organized and fast.
Important! Let’s make good use of our time together!
All clients who are self employed or own rental real estate must have their income and expenses totaled and summarized. Additional fees will apply for sorting, adding and categorizing income and expense items. For existing clients we encourage the use of our paper or online tax organizer to facilitate this.

Tax-Pro's Tax Preparation Checklist

Previous Year's Tax Return
       Real Estate/Rental Data
Federal   Residential address(es)
State   Personal Property Tax information
Personal Data   Mortgage Interest: Form 1098
Social Security Cards (including spouse, children, and other dependents)   Sale of your home or other real estate: Form 1099-S
Address, telephone/cell phone numbers, email address   Second mortgage interest paid
Valid (unexpired) Picture ID (Bank Products ONLY)   Real estate taxes paid (all property)
Provide signed Form 8332 for any dependents claimed pursuant to post ’85 divorce decree, non-custodial parents ONLY   Rent paid during previous year
Income   1099-A: Abandonment of property
Amount of Stimulus Payment (if received)   If new rental, bring HUD closing statement & tax bill
W-2 Forms   Financial Assets
Interest income statements: Form 1099-INT & 1099-OID   IRA Contributions made/planned Roth & Traditional
Interest from any Partnerships, Trusts, S-Corps, Estates & Tax Shelters   Traditional IRA basis
Dividend income statements: Form 1099-DIV   Value of IRAs on Dec. 31, 2010
State and local income tax refund: Form 1099-G   Deduction Documents
Alimony received   State & local income tax: your estimate tax voucher for the current tax year
1099 Forms/Self Employment Income   State & local income tax paid during tax year
Proceeds from broker transactions: Form 1099-B (Include cost basis if known)   IRA, Keogh & other retirement contributions
IRA/Retirement Plan Distributions: Form 1099-R   Medical, Dental and Long Term Care expenses
Pensions and annuities: Form 1099-R   Long Term Care Insurance Premiums
Rental Real Estate Income   Substantial Casualty or theft losses
K-1: Income from Partnerships, Trusts, S-Corps & Estates (Not needed if we prepare entity return)   Personal property tax information (excise tax on vehicles)
Farm income   Mileage Log (required)
Unemployment Compensation: Form 1099-G   Other miscellaneous deductions
Social Security Benefits received      
Income from jury duty      
Legal awards/settlements      
Gambling and lottery winnings      
Prize Money      
Scholarships and fellowships      
1099-C: Cancellation of debt (credit card, house, etc.)      


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