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The wide variety of income tax situations, what is need to prepare your tax return

Personal Information

• Full names of all living in the house & dependents, dates of birth, SSN/ITIN, Relationships of above with each other
• Current address, telephone number & email and prior years return. It is important to determine any changes and in particular to omit any item included on last years return, for instance, relocated during year.
• Activities of all those living in the home for instance, retired, homemaker, exployed, self employed or unemployed, at school, disabled, landlord
• Medical coverage of all those living in the home or deemed to be living in the home
• Administering trust, estate, will?
• Managing investments? or Managing property

Expenses:

• Do you have an office in your home used regularly and exclusively for business? If so, provide all costs relating Home office? Monthly rent. rental wexp(income, expenses, equipment purchased, business & personal mileage, vehicles)
• All 1098, typically relating to mortgage or tuition expenses
• All taxes paid, state tax, property tax, vehicle registration tax, sales tax on any large items purchased
• Money and other contributions to charity. If charitable contributions exceed $500, contributions need to be itemized
• Alimony & child support paid and SSN of payee
• Medical expenses including Insurance for each member of household
• Education expenses necessary for courses including EIN and name and address of school
• 401K, Traditional IRA or Roth. Contributions for current and confirm contributions made in prior year
• 1099B to see management and investment expenses

Company, Partnership, Estate or Trust Information

• Type of entity, simple or complex trust, decedent estate etc, partnership, S or C Corp\?
• Current address, telephone number & email and prior years return. Obviously the entity identification number (EIN) both federal and state, also Secretary of State number if relevant
• Full names of all officers, members or fiduciaries related to this entity as well as percentage interest of members or beneficiaries
• Current years fiancial statement, both profit and loss and balance sheet. In addition, details of any estimated tax payments, federal and state. Method of accounting (accrual or cash), fiscal or calendar year?
• Details of any subsidiaries, especially overseas
• Business activity