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
  

•  Copies of your 2015, 2016 and  2017  federal and state income tax returns 

• Copies of Birth Certificates

• Taxpayers

• Children

• Parents

• Other Dependents
  

• 
  

• Social Security numbers:

• Taxpayer  

• 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

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

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

Did you received Healthcare subsidy to pay for health insurance?

Have you filed your 2015 tax return to reconcile your health care premium tax credit?

Has the IRS contacted you about filing your 2015 income tax return because you received the health care subsidy?

Give us a call to avoid losing your subsidy for 2016.

PHONE 803-776-1422

E-MAIL  This e-mail address is being protected from spambots. You need JavaScript enabled to view it

I inherited some property from my uncle. How do I determine the cost basis?
I need a payment plan. What should I do?
Can I claim my mother as a dependent?
I cannot determine the balance in my checking account. Can you help me?
This adjustment is incorrect. How do I resolve this?
Can I claim 9 withholding exemptions?
I cannot get my bills paid on time. What can I do?
I filed a joint return with my spouse and we owe a lot of taxes. I did not work. Why am I liable?
Can I file electronically and get my refund fast?

What is the best business structure for me?
My company books are in a mess. How do I get control of my affairs?
Are sales to churches tax exempt?
Can I deduct money I give to church members as a charitable contribution?
My customers are not paying their account on time. What can I do?
We are always late getting our bills out to our customers. What can I do to improve billing?
I am starting a new business, what are some pitfalls?
My employer has not given me my W 2 Form. What should I do?

I can’t pay this tax bill. What am I going to do?
Why do I owe these taxes?
Where is my refund?
Why do I owe a penalty?