PERSONAL INFORMATION FINANCIAL DATA SOURCE OF INCOME OTHER INCOME DISCLAIMER ABOUT YOUR PERSONAL AND DEPENDENT (S) INFO, ATTACH COPIES Taxpayer Full Name: Tax Payer Social Security # Tax Payer DOB # Tax Payer DL # Spouse Full Name: Spouse Social Security # Spouse DOB # Spouse DL # Filing Status Dependents & Relationship with Taxpayer INFORMATION ABOUT YOUR STIMULUS PAYMENT ALSO KNOWN AS AN ECONOMIC IMPACT PAYMENT (EIP), IF APPLICABLE. YOU MAY HAVE IRS NOTICE 1444 OR OTHER RECORDS SHOWING YOUR EIP AMOUNT (2021 REQUIREMENT) yes Form 8332 Child’s custodial parent is releasing their right to claim a child to you, the noncustodial parent (if applicable) yes Identity Protection PIN, if one has been issued to you, your spouse, or your dependent by the IRS ROUTING AND ACCOUNT NUMBERS TO RECEIVE YOUR REFUND BY DIRECT DEPOSIT OR PAY YOUR BALANCE DUE IF YOU CHOOSE RTN ACCT RTN ACCT RTN ACCT Do the Taxpayer have fantasy names (DBA)? YesNo If “Yes”, please provide how many fantasy names do your business have. Previous Next FINANCIAL DATA – SOURCE OF INCOME yes W2’s received yes 1099’s received yes 1099’G Unemployment yes Bank Accounts and/or Credit Cards monthly transactions yes Trial Balance provided by taxpayer yes Bank Statements in pdf format for Tax Preparation purposes yes All documentation related to income, purchases and expenses yes List of Assets acquired/retired during yearly process yes Stock Investment Portfolio, if any yes Cryptocurrencies transactions yes New loans subscribed,amortization schedule, loans paid-outs yes How many independent activities did you perform Previous Next SELF-EMPLOYED yes Forms 1099, Schedules K-1, income records to verify amounts not reported on 1099-MISC or new 1099-NEC yes Records of all expenses — check registers or credit card statements, and receipts yes Business-use asset information (cost, date placed in service, etc.) for depreciation yes Office in home information, if applicable yes Record of estimated tax payments made (Form 1040–ES) Note: The Taxpayer must have recordkeeping of their transaction to be accomplished with IRS requirements, even in case of audits documentation purposes. RENTAL INCOME yes Records of income and expenses yes Rental asset information (cost, date placed in service, etc.) for depreciation yes Record of estimated tax payments made (Form 1040–ES) RETIREMENT INCOME yes Pension/IRA/Roth IRA/ annuity income (1099-R) yes Traditional IRA basis (i.e., amounts you contributed to the IRA that were already taxed) yes Social security/RRB income (SSA-1099, RRB-1099) Previous Next SAVINGS & INVESTMENTS OR DIVIDENDS yes Interest, dividend income (1099-INT, 1099-OID, 1099-DIV) yes Income from sales of stock or other property (1099-B, 1099-S) yes Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B) yes Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC) yes Expenses related to your investments yes Record of estimated tax payments made (Form 1040–ES) OTHER INCOME & LOSSES yes Gambling income (W-2G or records showing income, as well as expense records) yes Jury duty records yes Hobby income and expenses yes Prizes and awards yes Trust income yes Royalty Income 1099–MISC yes Any other 1099s received yes Record of alimony paid/received with ex-spouse’s name and SSN yes State tax refund TAXES yes Former Year Tax Return yes Sales Tax yes Business Tax Receipt yes Property Taxes yes Tangible Property Taxes yes Other Taxes ITEMIZED OR STANDARD DEDUCTION Do you Itemized your Deductions? YesNo If "Yes": yes Medical Expenses paid by you yes Mortgage Interests (1098-Int) yes Other Interests yes Property Taxes Paid yes Sales Tax yes Charity Donations Documents Further Information about this topic could checked through Schedule A from www.irs.gov Previous Next Disclaimer yesI hereby certified that all documentation provided and listed on this “Tax Return Preparation Checklist” constitutes all paperwork received by Miguel J Romer, Tax Preparer. All documentation not listed on this Checklist is considered not received on this act, which releases any responsibilities derivated from those non listed documents and could cause amendments or letters of the authorities. Any changes that can occur for non-listed documents could cause additional fees. End to End parties agrees Taxpayer Full Name: Date: Spouse Full Name: Date Previous Next
