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Required Documents for Filing Tax Returns |
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JACOB TAX PREPARATION |
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Expert tax services to individuals and businesses for over 20 years |
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I. Name of Taxpayer:__________ _________________ First Name MI Last Name Social Security #
Name of Spouse: __________ _________________ First Name MI Last Name Social Security #
ADDRESS:_______________________________________________
PH: (Cell)____________ (H)______________ (W)_____________
EMAIL:________________________________
CHILDREN/DEPENDENTS 1.Name:___________________________ S.S.N._________________ D.O.B._____________ 2.Name:___________________________ S.S.N._________________ D.O.B._____________ 3.Name:___________________________ S.S.N._________________ D.O.B._____________
II. 1. YOUR OCCUPATION:________________________________________ 2. SPOUSE OCCUPATION:______________________________________
III. STATE LIVED IN 2007: ____ STATE LIVED IN 2008: ____ STATE LIVED IN 2009: ____
IV. 1. JOB RELATED EXPENSES (EXPLAIN): e.g. Professional dress/uniform, Computer, Internet, Skill Improvement Study, Books, Journals, Work Travels, Prof/Union Dues, Career Seminars, Job-Hunting, etc. __________________________________________________________________________________________________________________________________________________________________________________________________________________________________
2. EXPENSES FOR JOB UPKEEP: e.g. Attorney fees, visa status extension, stamping ___________________________________________________________________________________
3.Have you sold any stocks/mutual funds in year 2009? (Yes/No) If so, need number and name of stock, purchase date, sale date, purchase price, and sales price
4. Do you prefer electronic filing (refund within 15 days) or paper filing (within 2-3 months)? (Yes/No) Yes/No
5.If e-filing, please provide bank routing #/ checking account #_____________________
6. Do you need refund directly deposited to bank? (Yes/No)
7. Do you have flexible spending? (Yes/No)
Income W-2, 1099 Misc, unemployment, tips, etc. Taxable interest, qualified dividend, ordinary dividend Taxable refund from state in 2008 (if itemized) Business income or loss, if you have a business Social Security benefits 1099-R (Distribution from (401K) plan or retirement) Capital gain or loss Stock or mutual fund income or loss Other income/gambling referral fees, etc. Expenses Education expenses. If so, expense amount ______ Student Loan. If so, loan interest paid in 2008 ________ IRA deduction Moving Expense Credits Foreign Tax Credit Paid Education Credit Expense Payment 2009 estimated tax paid to IRS and State
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