Suwanee, GA CPA / Norman H. Smith, CPA, P.C.
         
   
 
  • General
    • Full name, social security number, and date of birth of taxpayer, spouse, and all dependents.
    • Bank account information for direct deposit of tax refunds.
    • Prior year tax return (first year clients only).
    • Settlement statements for any real estate transaction – purchase, sale or refinance.
  • Income 
    • W-2’s
    • 1099-INT, 1099-DIV from banks, brokers.
      • Details of all stock sales including purchase information (cost, purchase date).
    • 1099-R’s for retirement plan/pension distributions.
    • 1099-SSA’s for social security benefits.
    • 1099-G’s for state tax refunds, unemployment benefits.
    • K-1’s from S-corporations, partnerships, trusts.
    • Alimony received.
  • Deductions
    • Mortgage interest, property taxes, and mortgage insurance on residence.
    • Personal property tax (ad valorem) on automobiles, boats, etc. 
    • Charitable contributions – cash and non-cash.
    • Medical expenses.
      • Individual insurance premiums.
      • Prescription drugs.
      • Doctor, dental, hospital, etc.
    • Un-reimbursed employee expenses.
      • Auto mileage.
      • Travel & entertainment.
      • Home office (including square footage of office and home).
      • Cell phone, internet service.
  • Adjustments/credits
    • Higher education expenses.
    • Student loan interest.
    • IRA contributions.
    • Alimony paid.
    • Educator expenses.
    • Moving expenses.
      • Travel costs (lodging, mileage or gas).
      • Transportation and storage of household goods.
    • Child care expenses.
      • Amount paid.
      • Provider name, address, tax ID#.
    • Estimated tax payments.
  • Business
    • Nature of business.
    • Total income, including copies of any 1099’s received.
    • Expenses by major category (will vary based on type of business).
      • Auto mileage.
      • Home office (including square footage of office and home).
      • Equipment purchases.
  • Rental property
    • Settlement statement from purchase.
    • Rental income.
    • Expenses by major category.
      • Mortgage interest.
      • Property tax.
      • Insurance.
      • Utilities.
      • Repairs and maintenance.
 
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