2016 YEAR END INFORMATION FOR A CLIENT


NEW THIS YEAR

1. ALL CHILDREN AGES 1 THRU 23 YOU CLAIM AS A DEPENDENT NEEDS CONFIRMATION
OF RESIDENCE WITH YOU.
AN EXCEPTABLE RECORD IS A FORM FROM
THE SCHOOL WITH THEIR ADDRESS,  A MEDICAL RECORD OR A DAY CARE STATEMENT.

2. ALL STUDENTS CALIMING THE TUTITION CREDIT HAVE TO HAVE A 1098-T AND
RECORD OF CREDITS EARNED.

3. ALL RETURNS WITH A REFUNDABLE CREDIT SUCH AS EARNED INCOME
CREDIT, CHILD CREDIT AND THE TUTITION REFUNDABLE CREDIT WILL
NOT BE SENT UNTIL AFTER FEBRUARY 15, 2017.

4.  IF YOU CLAIM A CHILD WHO LIVES WITH THEIR MOTHER OR FATHER AND THEY
LET YOU CLAIM THEM, YOU NEED AN 8332.  CALL ME AND I WILL GET YOU THE FORM.


LAST YEARS RETURN (NEW CLIENT ONLY)
COPIES OF ALL SS CARDS     (NEW CLIENTS ONLY)
ALL W-2’S AND VERIFICATION OF CHILD RESIDENCE
VOIDED CHECK FOR DIRECT DEPOSIT
DAY CARE PAYMENTS PLUS PROVIDERS INFORMATION
ALL 1099-INTS (INTEREST)
ALL 1099-D (DIVIDENDS)
UNEMPLOYMENT  1099-G
1099-R’S

MORTGAGE 1098’S
REAL ESTATE TAX
IF THEY PURCHASED A NEW HOME OR REFINANCED THEIR HOME
BRING THE SETTLEMENT STATEMENT

PERSONAL PROPERTY TAX

IF THEY BOUGHT A NEW CAR, BOAT, FURNITURE OR HOME IMPROVEMENTS
RESIDENTIAL ENERGY PURCHASES (CALL FOR MORE INFO.)
SOLAR ENERGY OR A HEAT PUMP
CHARITY WITH RECEIPTS
IF THEY USE TRUCK OR CAR FOR BUSINESS
IF THEY DO GET MILEAGE FROM 01-01-16 THRU 12-31-16
(A STATE INSPECTION SLIP IS PERFECT OR REPAIR SHEET)
FOR MILEAGE VERIFICATION AND IDODI WILL WORK TOO
IF THEY SOLD ANYTHING (STOCKS OR BONDS)
UNION DUES
SAFETY BOOTS
COLLEGE TUITION  1098-T
STUDENT LOAN INTEREST 1098-E

MEDICAL
DID YOU REFINANCE YOUR HOME OR RENTAL PROPERTY OR
BORROW ON AN EQUITY LINE OF CREDIT. 
IF YES GET SETTLEMENT STATEMENT AND WHAT DID YOU DO WITH THE MONEY

DID YOU RECEIVE A 1099-K.  WE NEED ALL OF THEM.
FOREIGN ACCOUNTS OVER $10,000.00
SCHEDULE E PROPERTY DETAIL.
DO YOU HAVE ANY DISABLED CHILDREN UNDER AGE 22.
DID YOU TRANSFER A HOME TITLE FROM A PARENT.
BRING ALL 1095'S REGARDING HEALTH INSURANCE