2017 CHECKLIST FOR ACCURATAX LLC

    PLEASE CHECK THE ITEMS BELOW THAT YOU ARE PROVIDING FOR TAX PREPARATION.  

** If you are a NEW CLIENT please bring a copy of your 2016 tax return.

Address _________________________________ City_______________ Zip __________

Phone No._____________ Cell No.____________ Email___________________________

Names & dates of birth of all household members:
Name __________________ DOB___________  Name _________________ DOB__________


Name __________________ DOB___________  Name _________________ DOB__________


Name __________________ DOB___________  Name _________________ DOB__________


**CURRENT CLIENT START HERE:
__W2 Forms (Wages)            
__1099_MISC (Contract Work)
__1099-INT or December Bank Statement (Banking Interest)
__Last year's State Refund Card
__Unemployment (Form 1099-G)
__Retirement Benefits (1099-R)
__Social Security Benefits
__Alimony received
__Daycare expenses
__College Education loan interest
__College Education Expenses for dependents (1098T and books/materials)
__Moving Expenses
__Educators Credit (Limit of $250 school supplies)

IF YOU OWN A HOME AND/OR ITEMIZE
__1098 (House Interest)
__Property taxes (2016 taxes paid in 2017)  
__New Vehicle Purchase in 2017 (Please supply sale receipt)
__Vehicle registrations (ownership portion only – on back of registration)
__Cash contributions paid to Non-Profits
__Gift contributions given to Non-Profits
__Medical Expenses (Need to be over 10% of AGI)
__Long Term Care Payments
__Work expenses you expect to deduct (Need to be over 2% of AGI)
__Investment Expenses (Stock, Mutual Fund or IRA Expenses)(2% of AGI)

STOCK, MUTUAL FUNDS, or IRA's
__1099-B if you sold mutual funds or stock (Need Sell & Buy amounts)
__1099-DIV if you receive dividends from Mutual Funds or Stock
__IRA Contributions for 2017 (Don't need Roth Information)
__HSA Contributions for 2017 (Individual or Family)
 
AFFORDABLE ACT DOCUMENTS (HEALTH INSURANCE)
Were you covered by a health insurance policy all year. Yes___ No___
(If yes, you can skip to additional questions.)
__ If you were covered some months I will need information of which months each person was covered.
__If you are eligible for an exemption by Healthcare.gov. You will need an approval letter with you Exemption Certificate Number. ECN)
__If you used Obamacare or any marketplace you will need to provide a 1095-A form.
__ Healthcare Ministry
__Other – Explain:

ADDITIONAL QUESTIONS                                                 Yes   No     
  Did you receive any correspondence from the IRS?          ___   ___
  If yes please supply a copy of the letter.
  Did you sell or buy a home during 2016?                           ___   ___
  Do you have a new address?                                             ___   ___
  If yes: Address_____________________City___________State________Zip______                             

  Do you have any new dependents in 2017?                      ___   ___                 

  If Yes: Name_______________ Soc Security___________ DOB Birth________

  Additional information that I may need to know to complete your taxes?

  ____________________________________________________________________

  ____________________________________________________________________

 _____________________________________________________________________

 _____________________________________________________________________

  Notes from client below:

 

 

 

 

 

 

 

 

 

 



2017 Tax Prep Questions