Tax Done Easy Steps: (Individual Income tax start as low as $35, including e-filing for both federal and state)
- Print out the following checklist.
- Collect your tax preparation documents and check each item that apply to you.
- Call our office (909) 869-8458 for an appointment, we will meet you on weekend for your convenience.
- Have your federal and state income tax returns e-filed for fast refunds, get $5 off when you bring the following checklist and all you documents.
2010 Individual Income Tax Preparation Checklist:
1. Personal Information:
- Your full name, social security number, and date of birth
- Your spouse's full name, social security number, and date of birth
- Ex-spouse's (if any) full name, social security number, and amount of alimony paid, Form 8332 (if any)
- Your chidren's full name, social security number, and date of birth
- Other adults in your home, social security number, date of birth, and income information
- Copy of your 2009 income tax returns both federal and state
2. Income Information:
- Salary and Wage Income, Form W-2
- Interest Income, Form 1099-INT
- Dividend Income, Form 1099-DIV, 1099-OID
- Self-Employment Income, Form 1099-MISC, Schedule K-1, Income not recorded in 1099 (with records of expense and assets)
- Retirement Income, Pension/IRA/annuity income/social security income, Form 1099-R, 1099-SSA
- Rental Income (with rental asset date in service & cost and rental expense records)
- Sales of stock or other property, Form 1099-B, 1099-S ( with cost and acquired date)
- Scholarships and fellowships
- State tax refund, Form 1099-G
- Unemployment, Form 1099-G
- Alimony received from ex-spouse, his/her name, social security number, and amount
- Gambling income, Form W-2G (with expense records)
- Health care reimbursements, Form 1099-SA or 1099-LTC
- Jury duty income
- Hobby income (with expense records)
- Prizes and awards
- Others
3. Deductions and Credit Information:
- Mortgage statement, Form 1098
- State and local tax paid (other than wage withholding)
- Real estate property tax paid
- Personal property tax paid, such as DMV registration fee
- Vehicle sales tax paid (with invoice)
- Purchase of a new home (with final escrow paper)
- Childcare expense (with the provider's name, social security namber, or ID number)
- Tuition payments, Form 1098-T, and education related expenses
- Cash donation (with proof, such as receipts or cancel checks)
- Non-cash donation, such as clothes and toys ( with records)
- Total amount paid for health insurance, doctors, dentists, hospital, and medicals
- Mileage driven for charitable or medical purposes (with records)
- Amount paid for your 2009 income tax preparation
- Expenses related to your investments
- Employment-related expenses that not been reimbursed by your employer, such as travel, tools, uniforms, dues, etc.
- Job-hunting expenses
- Amount contributed for 2010 IRA
- Certain qualified energy improvements or equipments to principal residence
- Vehicle for business use information, such as total miles, business miles, gas, insurance, license, etc.
- Office in home information
- Others
4. Refund Information:
- If you want direct deposit, bring a void check for your checking/saving account number and bank routing number
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