David P. Sinclair - Tax Prepe and Accounting Services

Tax Check List

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1. Personal Data

  • Full names as recorded on your Social Security card for yourself and all dependents.
  • Date of Birth for yourself and all dependents.
  • Domicile Address

2. Income Items:

  • W-2s
  • 1099s - R, INT, DIV, MISC., B (Proceeds from broker transactions)
  • Partnership and Trust income (K-1s)
  • Pensions and Annuities
  • Social Security Benefits
  • Alimony received
  • Jury Duty pay
  • Gambling and Lottery winnings
  • Prizes and Awards
  • Scholarships and Fellowships
  • State and Local Income Tax Refunds
  • Unemployment Funds received

3. Deductible ITems:

  • Mortgage Interest (1098)
  • Real Estate taxes paid
  • Rent paid
  • IRA Contribution
  • Personal Property Taxes (auto, boat, etc.)
  • Student Loan Interest paid
  • Gifts to Charity (documented)
  • Unreimbursed Expenses for Charity
  • Education expenses
  • Child Care expenses
  • Medical Savings Accounts
  • Adoption expenses
  • Alimony paid (Previous to 2018)

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David P. Sinclair, E.A. • Business Line: 907.222.4031Cell: 978.979.2163 david@davidsinclairtaxes.com
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