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ABS Checklist

2018 Tax Year Checklist

ACCOUNTING BUSINESS SERVICES

CERTIFIED PUBLIC ACCOUNTANTS

 

14425 PURITAS AVENUE – CLEVELAND, OHIO 44135

Phone (216) 252-2322 – Fax (216) 252-6220 – Email: Info@ABStax.biz

Website: www.ABStax.biz

 

INCOME TAX SERVICE

STARTING TUESDAY, JANUARY 21, 2019

Electronic filing and various bank products will be available:  Call for an appointment

 

                     Office Hours                                                              Extra Services

Monday – Thursday     8:30 a.m. until 8:00 p.m.                   At home service for shut in clients

Friday                           8:30 a.m. until 5:00 p.m.

Saturday                       9:00 a.m. until 4:00 p.m.  

 

Records needed for filing individual tax returns….

 

________        All copies of W-2’s, 1099’s, K-1 forms.

________        All year end Mortgage Loan Statements and Property Tax Bills, including those refinanced or paid off during the year.

________        Health Care coverage data including Forms 1095-A, 1095-B or 1095-C.  You may also receive Form 8962.

________        Record of Student Loan Interest paid during 2015. Record of College Tuition paid for all family members during 2018. Please bring Form 1098-T.

________        1099 Forms reporting interest, dividends, unemployment compensation, state tax refunds, and social security benefits, all stock sales for 2018.

________        5498 Forms for all IRA Accounts as well as 1099 Forms for all retirements account transfers.

________        Receipts for cash charitable contributions over $250. Letter of appraisal for non-cash contributions over $500.

________        Social Security numbers and birth dates for all dependents (if not previously provided).

________        2017 Tax Returns – Federal, State, Local (NEW CLIENTS ONLY)

________        Record of estimated tax payments made.

________        Name, address, and social security or identification numbers of all child-care providers.

________        Closing Statements of any real estate purchased or sold.

________        New motor vehicle purchase document.

________        Any other documents that you feel may be needed or reviewed.

 

ITEMIZED DEDUCTION CHECKLIST (PAID IN 2018). Please use this form as a guide to assemble your 2018 tax records.

 

Medical Expenses                                                            Taxes

Amount                                                                                Amount   

________   HEALTH FORMS                                             ­­­________   Real Estate Tax

________   Prescription Drugs                                            ________   Other Property Tax

________   Health Insurance Premiums                             _______   Federal – Estimates Paid

________   Long Term Care Insurance                               ________   State – Estimates Paid

________   Dental Insurance Premiums                              ________   City – Estimates Paid

________   Dr.___________________                                ________   _________________

________   Dr.___________________         

________   Dr.___________________                                  Miscellaneous

________   DDS__________________                                 Amount

________   Hospital                                                                ________   Gambling Losses

________   Hospital                                                                ________   Union Dues

________   Medical Lodging                                                 ________   Tax Preparation Fee

________   Medical Mileage                                                  ________   Education Expense

________   Lab and X-Ray                                                    ________   Job Seeking Costs

________   Glasses, Hearing Aides, Etc…                            ________   Investments Expense

                                                                                                ________   Professional Licenses

Interest                                                                                   ________   Trade & Professional Journals

Amount                                                                                   ________   Safe Deposit Box

________   Home Mortgage                                                   ________   Safety Equipment  

_________ Home Mortgage                                                   ________   Work Tools     

________   Other Home Loan                                                ________   Business Telephone

________   Points Paid - Buyer/Seller                                    ________   Uniform Cost

                                                                                                 ________   Uniform Laundry Cost

Contributions/Cash                                                               ________   Professional Societies

Amount                                                                                   ________   Business Mileage

________   House of Worship                                                ________   Tolls, Parking, Travel, Entertainment

________   Payroll Deductions                 

________   United Way                                                         Other    

________   Christmas & Easter Seals                                  ________   IRA Roth Deposits

________   Heart & Cancer Association                                ________   IRA Deposits

________   Salvation Army                                                    ________   SEP Deposits

________   Charity – Mileage                                                ________   Keogh Deposits

________   _________________________                           ________   Student Loan Interest        

 

Contributions/Non-Cash                                                      Child Care Provider Information

                                                                                               Name______________________

Description               Value              Date                                Address____________________

_______________   __________   __________                    City, State, Zip______________

_______________   __________   __________                    SSN/EIN___________________

                                                                                                Amount Paid________________

Alimony Information

Name______________________

SSN_______________________

Amount Paid________________

Amount Collected____________