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• 2018 Tax Year Worksheets

FAQ

What do I need to file my individuals taxes?

Personal Information

• Your social security number
• Your spouse's full name and social security number
• Amount of any alimony paid and ex-spouse's social security number

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Other people who may belong on your return

• Dates of birth and social security numbers
• Childcare records (including the provider's ID number) if applicable
• Approximate income of other adults in your home (not spouse, if you're filing jointly)
• Form 8332, copies of your divorce decree, or other documents showing that your ex-spouse is releasing their right to claim a child to you

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Education Payments

• Bills from the educational institution or anything else that itemizes what you paid or received loans for versus what was covered by scholarship or other financial aid
• Forms 1098-T and 1098-E, if you received them
• Scholarships and fellowships

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Employee Information

• Forms W-2

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Self-Employment Information

• Forms 1099-MISC, Schedules K-1, income records to verify amounts not reported on 1099s
• Records of all expenses - check registers or credit card statements, and receipts
• Business-use asset information (cost, date placed in service, etc.) for depreciation
• Office in home information, if applicable

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Vehicle Information

• Total miles driven for the year (or beginning/ending odometer readings)
• Total business miles driven for the year (other than commuting)
• Amount of parking and tolls paid
• If you want to claim actual expenses, receipts or totals for gas, oil, car washes, licenses, personal property tax, lease or interest expense, etc.

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Rental Income

• Records of income and expenses
• Rental asset information (cost, date placed in service, etc.) for depreciation

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Retirement Income

• Pension/IRA/annuity income (1099-R)
• Social security/RRB income (1099-SSA, RRB-1099)

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Savings and Investments

• Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
• Income from sales of stock or other property (1099-B, 1099-S)
• Dates of acquisition and records of your cost or other basis in property you sold

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Other Income

• Unemployment, state tax refund (1099-G)
• Gambling income (W-2G or records showing income, as well as expense records)
• Amount of any alimony received and ex-spouse's name
• Health care reimbursements (1099-SA or 1099-LTC)
• Jury duty records
• Hobby income and expenses
• Prizes and awards
• Other 1099

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Itemizing Deductions

• Forms 1098 or other mortgage statements
• Amount of state/local income tax paid (other than wage withholding), or amount of state and
• Local sales tax paid
• Real estate and personal property tax records
• Invoice showing amount of vehicle sales tax paid
• HUD statement showing closing date of home purchase
• Cash amounts donated to houses of worship, schools, other charitable organizations
• Records of non-cash charitable donations
• Amounts paid for healthcare insurance and to doctors, dentists, hospitals
• Amounts of miles driven for charitable or medical purposes
• Expenses related to your investments
• Amount paid for preparation of your 2008 tax return
• Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel)
• Job-hunting expenses

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IRA Information

• Amount contributed for 2009 (and 2010, if applicable)
• Traditional IRA basis
• Value of IRAs on Dec. 31, 2009

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If you were affected by a federally declared disaster

• City/county you lived/worked/had property in
• Records to support property losses (appraisal, clean up costs, etc.)
• Records of rebuilding/repair costs
• Insurance reimbursements/claims to be paid
• FEMA assistance information
• Check FEMA site to see if my county qualifies for individual assistance

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What do I need to file my small business taxes?

Income

• Gross receipts from sales or services
• Sales records (for accrual based taxpayers)
• Inventory (if applicable)
• Beginning inventory
• Inventory purchases
• Ending inventory
• Items removed for personal purposes
• Returns and allowances
• Business checking and savings account interest (1099-INT or statement)
• Other income

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Expenses

• Advertising
• Transportation and travel expenses
  • Local transportation
  • Business trip (mileage) log
  • Contemporaneous log or receipts for public transportation, parking and tolls
• Travel away from home
  • Airfare or mileage (actual expense if drove)
  • Hotel
  • Meals and tips
  • Taxes and tips
  • Internet connection (hotel, Internet cafe, etc.)
  • Other
• Commissions paid to subcontractors
• Depreciation
• Cost and acquisition date of assets
• Sales price and disposition date of any assets sold
• Fringe benefits
  • Employer-paid pension/profit sharing contributions
  • Employer-paid HSA contributions
  • Employer-paid health insurance premiums
  • Cost of other fringe benefits
• Business insurance
• Casualty loss insurance
• Errors and omissions
• Other
• Interest expense
  • Mortgage interest on building owned by business
  • Business loan interest
• Legal fees
• Office supplies
  • Pens, paper, staples, etc.
  • Other consumables
• Rent expense
  • Office space rent
  • Business-use vehicle lease expense
  • Other
• Office-in-home
  • Square footage of office space (hours of use for daycare business)
  • Total square footage of home (not applicable for daycare business)
  • Mortgage interest or rent paid
  • Utilities
• Wages paid to employees
• Form W-2 and W-3
• Federal and state payroll returns (Form 940, etc.)
• Other expenses
• Repairs, maintenance of office facility, etc.

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