Tax Appointment Checklist How to get your tax return quicker and pay less tax!   (E-Z print version: Client Checklist 2009.doc) Do you have any new dependents?   Please bring their Social Security card  Please provide a signed Form 8332 for any dependents not living in your home  we can provide this form for you in advance of your appointment Did you or your spouse work for an employer? Please bring W-2s and final paystub from all employers List job expenses that you paid (dues, supplies, tools, uniforms, classes, job search) If any auto or home office use, see below Were you or your spouse self-employed, either full or part-time, or did you own rental property? Please bring a complete list of income from all sources Include date and selling price of assets sold or abandoned Categorized summary of expenditures Date and amount of equipment purchases ( invoice on large purchases) If new rental, please bring HUD closing statement and tax bill If any auto or home office use, see below Did you receive any money from Social Security or other retirement, disability or investment plan? Be sure to bring your SSA 1099 and/or 1099-R Bring proof of any health insurance deducted from your checks Did you receive interest, dividends or sell any stock? Please bring all 1099-INT, 1099-DIV and 1099-B forms issued by banks, stocks, mutual funds or other investments and your end of year statements For stock sales, we also need the purchase date, purchase amount and amount of any reinvested dividends Did you receive any money from any other source? Please bring all forms issued for unemployment, health care, insurance, education, gambling, jury duty, alimony or other miscellaneous income We can advise you of the taxability of other income Did you contribute to a Traditional or Roth IRA, Health Savings Account, or College Savings Account? Have you made estimated Federal or State income tax payments? Please bring the amount and date of any payments (remember that the Jan. 09 payment is for tax year 2008 and Jan. 2010 payment is for tax year 2009) Did you use your auto in your work (job, self- employment or rental activity)? Bring a WRITTEN, SEPARATE statement for each vehicle used including: Beginning and ending mileage for the year (Mileage Log) BUSINESS mileage for the year for each business Gas, repairs, insurance and other expenses Parking and tolls Interest on vehicle loan Sales invoice if new vehicle purchase Did you use a home office exclusively in your work (job or self-employment)? We need the measurements of your home as well as of your office If you run a daycare, we also need the hours and weeks of your home use Please bring amount paid for rent, insurance, utilities, trash removal and plowing If this is the first use of home office, please include HUD closing statement from purchase and the cost of improvements you have made to your property Did you pay for child or adult daycare? Ask if your provider has been certified by the State of Maine as a Quality Daycare Your provider should furnish a receipt showing the amount paid as well as their name, address, ID number and Quality number, if applicable Did you or any family member attend classes at a college or trade school? Please bring your 1099-T and a detailed statement of account issued by the school Are you paying student loans? Please bring interest statement Did you pay for health or long term care insurance? Include premiums paid directly or from your paycheck unless paid on a pre-tax basis Have you paid any medical bills for your family? Include doctors, dentist, prescriptions, glasses, hearing aids, and medical supplies Include house renovations made for medical reasons Include mileage to and from hospitals, medical appointments and pharmacies Did you buy a motor vehicle, building materials or boat? Please bring your receipt; the sales tax may be deductible (Even if not planning to itemize) Did you register an auto, motorcycle or boat? Please bring the registration form or receipt for all vehicles and boats Did you buy a new home in 2009? Tax credits are available for First Time Home Buyers during 2009 and for Previous Homeowners that purchased a new Personal Residence after Nov 6, 2009. The HUD statement and several other documents must be attached. Please see the Fall-Winter 2009-2010 newsletter or our website for a complete list of documents to bring with you. Do you own a home or other property? Please bring the amount of property tax paid (Even if not planning to itemize) Please bring mortgage interest statement If you refinanced bring the HUD closing statement Did you have a casualty loss? Tell us the nature, loss amount and amount of any insurance reimbursement Have you made contributions to charity? Please list total contributions to each charity Remember, you must obtain written proof of all donations and written acknowledgement from the charity if over $250 per day Don’t forget expenses or mileage incurred as a volunteer at a charity Also list donations of property (clothes, furniture, computers, bottles, food, etc.) If the total non cash donations for the year are over $ 500, also provide each donation date and the organization’s name and address, If you donated an auto, the charity must provide a statement of value Would you like to have your refund directly deposited to your accounts? Please bring the routing and account numbers for up to three accounts that you wish to deposit to, including savings, checking, investment or IRA accounts Thank you!  We look forward to working with you! Updated 12/15/2009