ACCOUNTANCY CONSULTANTS of New Jersey 973-584-1232

Client Name______Email Address______

2012CHECKLISTof Information Needed to Complete FEDERAL & STATE Income Tax Returns

…provide all the information applicable to your returns--not all items apply to everyone this is not an all-inclusive list…

2012ty-CHECKLISTofInfoNeededtoCompleteTAXreturns-rev-2.docx

ACCOUNTANCY CONSULTANTS of New Jersey 973-584-1232

Client Name______Email Address______

NEW CLIENTS: provide copies of the last tax returns that you filed (both federal and state returns).

Review all home & business check registers for deductions.

Sales Receipts for allNEW Vehicles/Boats purchased in 2012

W-2 Forms from all 2012 employers for whom you worked.

Statements for interest & dividends (1099-INT & 1099-DIV) received in 2012 (including all descriptive capital gain statements/schedules that may beseparate from the 1099 statements)

1099-B Statements - sales of stock, bonds, property, etc. (also provide the original cost & date of purchase for each sale).

Complete Year-end Statements for all investments - mutual funds, IRAs, banks, bonds (taxable & tax-free), brokerage houses, etc. If statements do not show gains/losses for security sales, provide original purchase confirmation slips obtained at the time of purchase for each 2012 sale.

NJ Rebates received: HOMESTEAD…$______SENIOR PROPERTY Tax FREEZE… $______

If you had IRA withdrawals –provide the value of each IRA account at the beginning and end of the year.

Details of all IRA and/or Keogh contributions made in2012 for both you and your spouse.

TOTAL tip income received $______

Tip incomenot reported to employers $______

Tax-exempt income, e.g., Municipal Bond Interest.

State tax refunds & Unemployment compensation (1099-G).

W-2G Forms – certain gambling winnings.

Gambling winnings noton form W-2G, plusGambling Losses.

SELF-EMPLOYMENT income and expenses for each business.

1099-R Forms - pension & IRA distributions.

RENTAL income & expenses (interest, taxes, repairs, utilities, maintenance, capital improvements, etc.) for each property.

Total royalties received and related expenses.

K-1 Statements from Partnerships, S-Corporations,Estates, and Trusts, (including any supplementary capital gain statements).

SSA-1099 Statements - Social Security received.

1098-T Tuition Payments Statement and 1098-E Student Loan Interest Statement.

Details of COLLEGE expensespaid in 2012for each student.

Miscellaneous income, e.g., jury duty pay, bartering income, debt cancellation, prizes, income from personal property rented, etc.

Alimony received and/or paid, including recipient’s last name and Social Security Number.

Medical/drug expenses, and Health & Long-term care insurance premiums paid. Medical travel (incl. automileage/tolls/parking) … NET of amounts received from health insurance & Medicare for medical expenses, i.e., reimbursements.

Amounts and dates of Federal, State, and Local (if applicable)ESTIMATED TAX payments made in 2012.

Real Estate taxes paid during 2012 (home, 2nd home, land).

Interest paid on primary residence and second homes, land, etc.,to financial institutions (Form 1098) or individuals (provide their Social Security Number), includes second mortgages, equity loans, equity lines, etc.

Mortgage Insurance Premiums paid in 2012for insurancecontracts entered into after 2006 $______

Social Security Numbers of divorced or separated spouses.

Contributions of cash to US and Canadian charities are deductible. Maintain a record of the contribution (bank record, such as a cancelled check and written record from charity).

Miles driven for Charitable purposes ______miles, and related out-of-pocket expenses $______.

Contributions of personal items that are new or in good used condition (clothing, furniture, etc.) to recognized charities are deductible. (Provide name, address, and receipts if items total over $500 in value). Appraisals may be required if the value is over $5,000. Miles driven to make the donations ______mi.

HOME - sale/purchase/refinanced: HUD-1 closing document and list of capital improvements & costs.

Moving expenses (related to start of new job) - transportation & storage of house goods, travel, & lodging for day of move.

Employee business expenses, if not reimbursed and not reported as income on your W-2, including: mileage, supplies, union dues, travel expenses, seminar fees, subscriptions, hotel, telephone, books, tools, temporary assignment expenses, job related education, etc.Provide miles driven for business purposes, commuting, and total miles driven for the year.

Fees paid for tax preparation, financial planning, investment-broker fees, safe deposit box, IRA custodial fees, etc.

Childcare expenses incurred while working (include fees of nursery schools, camps, etc., and each facility’s tax ID number and address).

DEPENDENTS-Social Security Numbers, birth dates, and 2012income received by children and all other dependents.

Rent expense paid in2012$______Address of apartment: ______

Adoption expenses paid (provide complete details).

Details of gifts of more than $13,000 (cash or property) to one or more people (directly or in trust)—for Gift Tax returns.

Details of amounts spent in 2012 for energy efficient improvements to your main home (e.g., insulation, exterior windows/doors, roof that exceeds Energy Star program requirements, heating/cooling systems, solar energy, solar water heating, fuel cell, small wind energy, or a geothermal heat pump).

Details of NEW ELECTRIC VEHICLES purchased in 2012 (year, make, model, gross vehicle weight, battery capacityin kilowatt hours, and vehicle identification numbers).

NJ Residents Only -- Total cost (excluding sales tax) of all items purchased in Pennsylvania in 2012that were subject to PA sales tax AND were brought back to and used in New Jersey (use educated guess, if necessary) $______

USE TAX…Details of all items purchased in a state other than your home state in 2012 and on which NO sales tax was paid (but which would have been subject to the NJ sales tax if purchased in NJ), e.g., purchases made over the internet on which no sales tax was paid.

NJ Residents – Does every dependent have HEALTH INSURANCE COVERAGE on the projected date your NJ return will be filed? If NO, please explain______

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Other; comments/questions ______

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2012ty-CHECKLISTofInfoNeededtoCompleteTAXreturns-rev-2.docx