Dan’s Tax Prep 2017


1040 Check List

Social Security numbers and dates of birth: (only if you are a new client, or have new people on your return)



   Dependents, also income from employment and investments


Personal income:

   Employment income W-2 forms

   Interest Income 1099-INT & 1099-OID forms

   Dividend income 1099-DIV forms

   State and local income tax refunds 1099-G forms

   Alimony received

   Brokerage transactions 1099-B forms or Consolidated 1099 form from your     Broker Dealers

   Retirement plan distribution 1099-R forms

   Unemployment income 1099-G forms

   Social Security benefits SSA-1099 forms

   Gambling and lottery winnings W-2G forms

   Other miscellaneous income

   Distributions from medical savings accounts 1099-MSA forms


Self-employment income:

   Business income 1099-MISC forms or own records

   Partnership income K-1: 1065 forms

   Rental property income 1099-MISC forms or own record

   Business-related expenses


Adjustments to income:

   Educators Expenses

   Health Savings Account Contributions

   Moving Expense if job related

   Self Employed Health Insurance Premiums

   Alimony paid, and recipients Social Security number

   Student Loan Interest Paid

   Retirement Plan Contributions not listed on form W-2  

Homeowner information:

   Mortgage Interest 1098 forms

   Property sales proceeds 1099-S forms

   Real estate taxes paid, even if you don’t itemize

   Rent paid by Michigan residents for Homestead Credit


Personal expenses:

   Charitable donations

   Adoption expenses

   Medical and dental expenses

   Expenses relating to employment or volunteer work

   Investment expenses

   Expenses relating to job hunting or education

   Tax return preparation fees (new clients only)

   Estimated federal, state & local income tax paid for current year



   If you will be applying for the home energy credit, you will need to have the     manufacturers’ certification statement indicating that your improvement     qualifies for the credit. Please note that not all “energy star” products qualify     for this credit.

   Child care provider; SS# or EIN, address, and phone

   Education tuition 1098-T form, as well at the cost of books and classroom     supplies


Bank Information:

   If you are a new client, or an existing client with new bank account     information, and will be applying for a direct deposit of your refund or direct     debit or your taxes due, I will need your routing and account numbers.


Intaxication: Euphoria at getting a refund from the IRS, which lasts until you realize it was your money to start with.