ITEMIZED DEDUCTIONS CONTINUED: Link to page 1 2 3 4 Home Page
Employee Business Expenses $_______________________
Union or professional dues $_______________________
Safety deposit box $_______________________
Tax Preparation & other misc. expense $_______________________
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Questions and Notes:
1. Did you refinance your house? Yes____ No____
If yes please bring in copies of the closing papers.
2. Did you purchase a new residence? Yes____ No____
Note, a sale of your home will not be taxable in most cases.
3. Were you notified by the IRS of any changes in a prior year
tax return? Yes____ No____
If yes please attach a copy of the notice(s)
4. Did you receive a lump sum distribution from an IRA, KEOGH,
Profit Sharing or Pension Plan? Yes____ No____
5. Please enclose all W-2's.
6. Please enclose the tax booklet or label from the IRS.
7. Please bring copies of other data you want to review with us.
8. Did you make estimated tax payments? Yes____ No____
If so please indicate the amounts for each quarter in the
note section on the last page.
9. Did you receive interest income of more than $600.00 on a
real estate loan? If so indicate name of the payer and
amount in the note section on the last page.
10. Will you be claimed as a dependent on another person's tax
return? Yes____No____
11. Do you have any of the following carryover or special items?
(We will be aware of them if we completed last year's return)
a. Net operating loss Yes $___________________
b. Capital loss Yes $___________________
c. Investment credit Yes $___________________
d. Charitable contributions Yes $___________________
e. Installment Sales Yes $___________________
f. Jobs credit Yes $___________________
g. Foreign tax credit Yes $___________________
h. Retirement plan contributions Yes $___________________
i. Earned Income Credit Yes $___________________
J. General Business credits Yes $___________________