{"id":303,"date":"2010-02-16T19:33:38","date_gmt":"2010-02-17T00:33:38","guid":{"rendered":"http:\/\/www.nw-cpa.com\/?p=303"},"modified":"2010-02-16T19:33:38","modified_gmt":"2010-02-17T00:33:38","slug":"help-its-time-for-my-tax-appointment","status":"publish","type":"post","link":"https:\/\/www.nw-cpa.com\/?p=303","title":{"rendered":"Help!  It&#8217;s time for my tax appointment!"},"content":{"rendered":"<p>Here&#8217;s a checklist that will help you organize the documents that are necessary for your tax preparer to assist you in the preparation of a complete and accurate return.<\/p>\n<tr height=\"20\">\n<td width=\"637\" height=\"20\">\n<ul>\n<li>Estimated   tax payments<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr height=\"20\">\n<td height=\"20\">\n<ul>\n<li>Wages, salaries, and other   employee compensation &#8211; Forms W-2<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr height=\"20\">\n<td height=\"20\">\n<ul>\n<li>Pension and annuity income   &#8211; Forms 1099R<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr height=\"20\">\n<td height=\"20\">\n<ul>\n<li>Social Security   benefits received &#8211; Forms SSA<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr height=\"20\">\n<td height=\"20\">\n<ul>\n<li>Interest   income, statements of tax exempt interest earned, and<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr height=\"20\">\n<td height=\"20\">\n<ul>\n<li>seller-financed mortgages &#8211; Forms   1099-INT<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr height=\"20\">\n<td width=\"637\" height=\"20\">\n<ul>\n<li>Dividend   income and statements of tax exempt dividend earned &#8211; Forms 1099-DIV<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr height=\"20\">\n<td height=\"20\">\n<ul>\n<li>Miscellaneous income &#8211; Forms   1099 or other forms<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr height=\"20\">\n<td height=\"20\">\n<ul>\n<li>Stock brokerage statements<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr height=\"20\">\n<td width=\"637\" height=\"20\">\n<ul>\n<li>Income   from business &#8211; Attach a schedule of income and expense for each business<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr height=\"20\">\n<td height=\"20\">\n<ul>\n<li>Details of home office   expenses<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr height=\"20\">\n<td height=\"20\">\n<ul>\n<li>Capital gains and losses &#8211;   Forms 1099-B and 1099-S<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr height=\"20\">\n<td height=\"20\">\n<ul>\n<li>Sale\/purchase\/refinance of   personal residence; home equity loans<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr height=\"20\">\n<td height=\"20\">\n<ul>\n<li>Job-related moving expenses<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr height=\"20\">\n<td height=\"20\">\n<ul>\n<li>Rental income &#8211; Provide a   separate schedule for each property<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr height=\"20\">\n<td width=\"637\" height=\"20\">\n<ul>\n<li>Income   from partnerships, estates, trusts, or S corporations &#8211; Forms K-1<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr height=\"20\">\n<td height=\"20\">\n<ul>\n<li>Contributions to retirement   plans including IRA&#8217;s and ROTH IRA&#8217;s<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr height=\"20\">\n<td height=\"20\">\n<ul>\n<li>Alimony paid\/received<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr height=\"20\">\n<td height=\"20\">\n<ul>\n<li>Itemized deductions including:<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr height=\"20\">\n<td height=\"20\">\n<ul>\n<li>Medical and dental expenses<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr height=\"20\">\n<td height=\"20\">\n<ul>\n<li>Taxes (including Sales Tax!)<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr height=\"20\">\n<td height=\"20\">\n<ul>\n<li>Interest &#8211; Mortgage, student   loan, other<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr height=\"20\">\n<td width=\"637\" height=\"20\">\n<ul>\n<li>Contributions,   including expenses incurred in performing volunteer work, auto mileage<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr height=\"20\">\n<td height=\"20\">\n<ul>\n<li>Casualty and theft losses<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr height=\"20\">\n<td height=\"20\">\n<ul>\n<li>Investment-related expenses<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr height=\"20\">\n<td height=\"20\">\n<ul>\n<li>Employee business expenses<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr height=\"20\">\n<td height=\"20\">\n<ul>\n<li>Business mileage and travel<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr height=\"20\">\n<td height=\"20\">\n<ul>\n<li>Child care expenses<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr height=\"20\">\n<td height=\"20\">\n<ul>\n<li>Education Expenses<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr height=\"20\">\n<td height=\"20\">\n<ul>\n<li>Please note any changes in   dependents or filing status.<\/li>\n<\/ul>\n<p>ps, a nice bottle of wine is always appropriate.<\/td>\n<\/tr>\n","protected":false},"excerpt":{"rendered":"<p>Here&#8217;s a checklist that will help you organize the documents that are necessary for your tax preparer to assist you in the preparation of a complete and accurate return. Estimated tax payments Wages, salaries, and other employee compensation &#8211; Forms W-2 Pension and annuity income &#8211; Forms 1099R Social Security benefits received &#8211; Forms SSA &hellip; <a href=\"https:\/\/www.nw-cpa.com\/?p=303\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">Help!  It&#8217;s time for my tax appointment!<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[399],"class_list":["post-303","post","type-post","status-publish","format-standard","hentry","category-federal-income-tax","tag-federal-income-tax"],"_links":{"self":[{"href":"https:\/\/www.nw-cpa.com\/index.php?rest_route=\/wp\/v2\/posts\/303","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.nw-cpa.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.nw-cpa.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.nw-cpa.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.nw-cpa.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=303"}],"version-history":[{"count":2,"href":"https:\/\/www.nw-cpa.com\/index.php?rest_route=\/wp\/v2\/posts\/303\/revisions"}],"predecessor-version":[{"id":305,"href":"https:\/\/www.nw-cpa.com\/index.php?rest_route=\/wp\/v2\/posts\/303\/revisions\/305"}],"wp:attachment":[{"href":"https:\/\/www.nw-cpa.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=303"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.nw-cpa.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=303"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.nw-cpa.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=303"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}