2010 Individual Checklist

Tax Done Easy Steps: (Individual Income tax start as low as $35, including e-filing for both federal and state)
  1. Print out the following checklist.
  2. Collect your tax preparation documents and check each item that apply to you.
  3. Call our office (909) 869-8458 for an appointment, we will meet you on weekend for your convenience.
  4. 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