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"WHAT TO BRING WITH YOU WHEN YOU COME IN TO HAVE YOUR TAXES DONE"

 

 

1] All W-2 (wages), 1099R (pension), W-2G (gambling winnings), 1099MISC (contract labor), 1099INT 
   (interest earned), 1099DIV (dividends earned) and interest earned from savings bonds. 1099G 
   (State refunds) along with any K-1's (partnership, Sub-S, trust/Estate income)

2] You must provide the total amount of tax-exempt interest earned (municipal bonds or tax-exempt mutual funds). 
    You must obtain this information from the fund, as it is reportable (not taxable) on your Federal tax return, 
    reportable and taxable on your Rhode Island return. This information is shown on the final "Year End" statement.

3] Statements showing the amount of unemployment or social security (or SSI) benefits received.

4] ITEMIZED DEDUCTIONS (Sch A): 

 

Medical Expenses Paid:

Mortgage Interest Paid: (1098's)

Employee Exp.'s:
Health Insurance 
 Primary Mortgage 
 
Union/Prof. Dues 
 
Other Expenses 
Equity/2nd Mortgages 
 
Job Education 
 
Real Estate Taxes Paid:     Charitable Contributions: Uniforms 
 
Primary Residence 
Cash/Checks 
 
Safety boots/clothes 
 
Sales Tax Paid
Non-Cash Items Value 
 
*

     *Other 
   
  
    
      *Please Detail

Other Property Tax 

 
* If over $500 bring detailed 
   receipts stating value of item (s).


5]
Child care expenses, including REQUIRED information: Name, address and Tax ID# or SS# of provider (s).

6] Any other items of income or expense you feel may be applicable to your tax return.

                         a) Cost of college tuition and fees paid for yourself or dependents. 

                         b) College loan interest paid.

** IN ADDITION **

If you sold stock or mutual fund shares, we need BOTH the purchase AND sale papers, including 1099-B's.

Contact your broker for cost basis.


If you are involved in any of the following, we have special worksheets that will help you gather the proper tax 
information. 


[A] Business/work use of personal automobile and you were not reimbursed (also required if self-employed )
[B] Purchase of rental property (bring closing papers)
[C] Rental Income/Expenses
[D] Conversion of your residence to rental property
[E] Business income (self-employment)
[F] Sale, transfer or withdrawal from a mutual fund
[G] Un-reimbursed moving expenses, due to a change of work location (must move over 50 miles).
[H] Exclusive use of a home office to operate a business, perform substantial administrative duties for your 
     business OR use of your home to provide daycare services.  We will need the total square footage of your homw, and the portion used EXCLUSIVELY for business use.  Also, we will need your total household expenses (i.e. Heat, Electric, Insurance, etc)

 

Also, please bring with you Social Security Numbers and Dates of Birth for yourself, spouse, and any dependents. 

Prior Year Yax Return (If we did not prepare last year's return)

 

 

Chamberland CPA, N. Smithfield, RI

Our Services:
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603 Great Road, N. Smithfield, RI 02896

Phone: (401) 765-1235