V K Bartley Bookkeeping and Tax Services

2018 Income Tax Checklist

2018 Checklist for Preparing Your Income Tax Return

Use our checklist as a guide to help you gather documentation for preparing your income tax return.

Driver’s License or other Government Issued Picture Identification

ÂÂ Copies of your 2015, 2016 andÂÂ 2017 ÂÂ federal and state income tax returnsÂÂ

Copies of Birth Certificates

Taxpayers
Children
Parents
Other Dependents

Social Security numbers:

Taxpayer ÂÂ
Spouse
Dependents
Child care provider
Alimony recipient

Personal income:

Employment income W-2 forms
Unemployment income 1099-G forms
Interest income 1099-INT & 1099-OID forms
Dividend income 1099-DIV forms
Brokerage transactions 1099-B forms
Distributions from medical savings accounts 1099-MSA forms
Retirement plan distribution 1099-R forms
Social Security benefits FORM SSA-1099
Alimony received
Gambling and lottery winnings W-2G forms
Jury duty pay records
State and local income tax refunds 1099-G forms
FORMS 1099-C and 1099-A for cancellation of debts
Other miscellaneous income
Dependents
Child care provider
Alimony recipient

Self-employment income:

Business income FORM 1099 K
Business income 1099-MISC forms or own records
Partnership income K-1: 1065 forms
S Corporation investment income K-1: 1120S forms
Rental property income 1099-MISC forms or own record
Business-related expenses
Employment and business taxes paid
Travel log
Business checking account bank statements – January through December 2018
FORM W-3 for wages paid to employees
List of contractors name, address and social security numbers/federal employer identification number with amounts paid.

Affordable Care Act documentation

FORM 1095-A, Health Insurance Marketplace Statement
FORM 1095-B, Employer Health Coverage Statement
Evidence of insurance coverage for taxpayer and dependents – insurance card
Months you did not have insurance coverage

Homeowner information:

Mortgage Interest 1098 forms
Property sales proceeds 1099-S forms
Real estate taxes paid
Rent paid
Moving expenses (military personnel only)
Homeowner insurance premium paid

Personal expenses:

Charitable donations
Alimony paid
Adoption expenses
Medical and dental expenses
Child care expenses
Expenses relating to employment or volunteer work
Education tuition 1098-T form
Student loan interest 1098-E form
Investment expenses
Expenses relating to job hunting or education
Wages paid to household employees
Retirement plan contributions
Federal, state & local income tax paid for current year
Records for any other expenses that may be deductible
Charitable contribution
List and values of items donated to tax exempt organizations
Medical and dental expenses

Other helpful information

Copies of any adjustment notice of changes made to federal or state income tax returns for prior tax years.
Your last pay stub for 2018.
E-mail address

2018 Income Tax Checklist

Written by V K Bartley Bookkeeping and Tax Services
Sunday, 09 December 2018 21:23
2018 Checklist for Preparing Your Income Tax Return Use our checklist as a guide to help you gather documentation for preparing your income tax return. Driver’s License or other Government Issued Picture Identification ÂÂ Copies of your 2015, 2016 andÂÂ 2017 ÂÂ federal and state income tax returnsÂÂ Copies of Birth Certificates Taxpayers Children Parents Other Dependents Social Security numbers: Taxpayer ÂÂ Spouse Dependents Child care provider Alimony recipient Personal income: Employment income W-2 forms Unemployment income 1099-G forms Interest income 1099-INT & 1099-OID forms Dividend income 1099-DIV forms Brokerage transactions 1099-B forms Distributions from medical savings accounts 1099-MSA forms Retirement plan distribution 1099-R forms Social Security benefits FORM SSA-1099 Alimony received Gambling and lottery winnings W-2G forms Jury duty pay records State and local income tax refunds 1099-G forms FORMS 1099-C and 1099-A for cancellation of debts Other miscellaneous income Dependents Child care provider Alimony recipient Self-employment income: Business income FORM 1099 K Business income 1099-MISC forms or own records Partnership income K-1: 1065 forms S Corporation investment income K-1: 1120S forms Rental property income 1099-MISC forms or own record Business-related expenses Employment and business taxes paid Travel log Business checking account bank statements – January through December 2018 FORM W-3 for wages paid to employees List of contractors name, address and social security numbers/federal employer identification number with amounts paid. Affordable Care Act documentation FORM 1095-A, Health Insurance Marketplace Statement FORM 1095-B, Employer Health Coverage Statement Evidence of insurance coverage for taxpayer and dependents – insurance card Months you did not have insurance coverage Homeowner information: Mortgage Interest 1098 forms Property sales proceeds 1099-S forms Real estate taxes paid Rent paid Moving expenses (military personnel only) Homeowner insurance premium paid Personal expenses: Charitable donations Alimony paid Adoption expenses Medical and dental expenses Child care expenses Expenses relating to employment or volunteer work Education tuition 1098-T form Student loan interest 1098-E form Investment expenses Expenses relating to job hunting or education Wages paid to household employees Retirement plan contributions Federal, state & local income tax paid for current year Records for any other expenses that may be deductible Charitable contribution List and values of items donated to tax exempt organizations Medical and dental expenses Other helpful information Copies of any adjustment notice of changes made to federal or state income tax returns for prior tax years. Your last pay stub for 2018. E-mail address
Last Updated on Sunday, 09 December 2018 21:29

Why use Bartley Payroll Service (BPS)?

Written by V K Bartley Bookkeeping and Tax Services
Monday, 26 December 2011 16:34
We offer the following as part of our payroll services: We calculate all your payroll deductions We do Direct Deposit We generate your payroll checks for distribution to your employees We make your payroll tax deposits We file your quarterly and annually employment tax returns We provide you copies of all the work we do for you. We answer all your payroll tax questions We E-Verify all your employees We prepare your FORM W 2s and FORM 1099s. WE CAN HELP! Give us a call
Last Updated on Monday, 29 December 2014 17:50

CONTACT INFORMATION

Written by V K Bartley Bookkeeping and Tax Services
Sunday, 19 June 2011 20:49
TELEPHONE NUMBER 803-776-1422 FAX NUMBER 803-776-1423 E-MAIL ADDRESS This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Last Updated on Wednesday, 27 December 2017 22:23

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V K Bartley Bookkeeping and Tax Services

We offer the following as part of our payroll services:

We calculate all your payroll deductions

We do Direct Deposit

We generate your payroll checks for distribution to your employees

We make your payroll tax deposits

We file your quarterly and annually employment tax returns

We provide you copies of all the work we do for you.

We answer all your payroll tax questions

We E-Verify all your employees

We prepare your FORM W 2s and FORM 1099s.

WE CAN HELP! Give us a call