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GENERAL INFORMATION
1. Name/Date of Birth
A. Your Name
B. Date of Birth
C. Spouse Name
D. Date of Birth
2. Social security numbers
A. Yours
B. Spouse
3. Address
4. Phone Numbers
A. Home
B. Work
C. Pager
D. Cellular
E. E-mail
F. Other
5. Filing Status
A. Single
B. Married filing joint
C. Married filing separate
D. Head of Household
E. Qualifying Widow
6.Dependents
Name,SS Number,Birthday,Relationship, No. Months Lived With You
1)
2)
3)
4)
5)
6)
7)
8)
7.Refund Directly Deposited (receive refund about a week earlier)
A. Type of Account
1.) Checking
2.) Savings
B. Bank Routing Number
C. Account Number
8. Registration
A. Auto 1
B. Auto 2
C. Auto 3
D. Motorcycle
E. Boat
F. Mobil Home
G. Trailer
H. Other
BUSINESS PROFESSIONALS DEDUCTIONS
I. PROFESSIONAL
1. Union Dues
2. Licenses & Permits
3. Assoc./Prof. Dues
4. Registration
5. Subscriptions/Publications
6. Fingerprinting
7. Other
II. EQUIPMENT
1. Badges/Name Tags
2. Attache/Briefcase
3. Whistle
4. Safety Equipment
A. Sun glasses
B. Hats
C. Gloves
D. Mace/Pepper Spray
E. Ear Protectors
5. Home Office
A. Desk
B. Chair
C. Lamp
D. Filing Cabinet/Files
E. Trash Can/Stapler/Supplies
F. Calculator/Clock
G. Other
6. Photo Equipment
A. Camera
B. Lens
C. Film
D. Processing
E. Batteries
F. Light Fixtures/Bulbs
G. Tripods
H. Cases
I. Other
7. Tape Recorder/Batteries/Tapes
8. Flashlight/Bulbs/Batteries
9. Maps/Notebooks/Pens
10. Computer
A. Computer
B. Monitor
C. Printer
D. Scanner
E. Supplies
1) Paper
2) Toner
3) Ink
4) Other
F. Internet
G. Software
H. Cables
I. Other
11. Shredder
12. Equipment Repairs
13. Other
III. UNIFORMS
1. Uniforms
2. Belts
3. Boots/Shoes
4. Gloves
5. Hat/Helmet/Hard Hat
6. Jacket
7. Sunglasses
8. Rain Gear
9. Safety Equipment
10. Emblems/Insignia
11. Dry Cleaning
IV. INSURANCE
1. Bond
2. Errors & Omissions
3. Other
V. EDUCATION
1. Tuition
2. Books
3. Supplies
4. Parking Fees
5. Mileage(____ miles X____days X____weeks)
6. Seminars/Workshops
7. Transcripes
8. Test Fees
9. Transportation Fees (Bus/Taxi/Plane)
10. Hotels/Motels
VI. TELEPHONES
1. Phone
a. cost
b. service
2. Cellular
a. cost
b. service
3. Pager
a. cost
b. service
4. Answering Machine
5. Fax
6. Pay Phone
7. 2nd Line
8. Other
VII. MISCELLANEOUS
1. Business Cards
2. Postage
3. Photocopying
4. Office Supplies
5. Business Gifts (under $25 per person)
VIII. JOB SEARCH
1. Resume
2. Copies
3. Stamps/Envelopes
4. Faxes
5. Newspapers
6. Parking Fees
7. Air Fair
8. Taxi/Bus/Auto Rental
9. Job Search Meals (Discussing looking for Job)
10. Mileage (Round Trip)
11. Hotels / Motels
12. Tips
ADJUSTMENTS/CREDITS
1.Child Care Expenses
A. Care provider's name
B. Address
C. Tax identifying number (SSN or EIN)
D. Amount paid
E. Child's name
2.Adoption Credit
A. Child's Name
B. Date of birth
C. Check if child was
1.) Born before 1981 and was disabled
2.) A child with special needs
3.) A foreign child
D. Child's identifying number
(such as SS no.)
E. Adoption expenses
1.) Adoption fees
2.) Attorney fees
3.) Court costs
4.) Travel expenses(include meals and lodging).
F. Employer provided adoption benefits.
EDUCATION CREDITS
NOTE: The Educational Institute should send you a 1099T.
The credit is limited by your Adjusted Gross Income.
I. Student Education Credit
A. Hope Credit
A credit of up to$500 for each student with qualified expenses of $2000 or more for each student; up to three students for a maximum credit of $1500.
Claimed for only two taxable years for each eligible student. Two years of post secondary education (generally, the freshman or sophomore years of college). Must be in a program
that leads to a degree, certificate, or credential and taking at least one-half of the normal
full-time work load.
Must be free of any felony conviction for possessing or distributing a controlled substance.
B. Lifetime Learning Credit
A credit of up to $1000 total for all students with a total of $5000 or more in qualified expenses.
Credit is not based on student work load. It can be for one or more courses and is not limited to students in the first two years of post secondary education; graduate level degree work is eligible. There is no limit on the number of years for the credit for each student.
C. Qualified Expenses
Amounts paid for tuition and fees required for enrollment or
attendance for you, your spouse, or dependents you claim on your tax return.
Qualified expenses do not include amounts paid for :
Room and board,insurance,transportation or other similar
personal,living, or family expenses. Books or equipment
(except as provided in regulations)
Any course or other education involving sports, games, or hobbies, unless such
course or other education is part of the student's degree program or (for the lifetime learning credit only)helps the student to acquire or improve job skills.
D. For each student need:
Name SSN Qualified Expenses
1.)
2.)
3.)
4.)
II. Student Loan Interest Deduction
You can claim the student loan deduction if all five of the following apply:
1. You paid interest on a qualified student loan.
2. At least part of the interest paid was during the first 60 months
that interest payments were required to be made.
3. Your filing status is any status except married filing separately.
4. Your total income is lessthan: 55,000 if single, head of
household, qualifying widow(er) $75,000 if married filing
jointly.
5. You are not claimed as a dependent on anyone's tax return.
A. Qualified Student Loan
Any loan you took out to pay the qualified higher education expenses for yourself, your spouse, or anyone who was your dependent when the loan was taken out.
B. Qualified Higher Education Expenses
Generally includes tuition, fees, room and board, and related expenses such as books and supplies. The expenses must be for education in a degree, certificate, or similar program at an eligible educational institution.
An eligible education institution includes most colleges,universities, and certain vocational schools.
C. Eligible Student
Enrolled in a degree,certificate, or other program (including a program of study abroad that was approved for credit by the institution the student was enrolled) leading to a recognized
educational credential at an eligible educational institution, and carried at least half the normal full-time workload for the course of study your pursuing.
D. Total interest paid on student loan for the tax year was
_______.
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