Easy TAX CHecklist
1
Where did your money come from?
You earned income as a....
You received income from....
EMPLOYEE
OWNER / LLC
CONTRACTOR
W-2
1099-MISC
1099-NEC
Cash
Credit card
Electronic payments
1099-MISC
1099-NEC
RETIREMENT
1099-R
SSA-1099 (Social Security)
RRB-1099
FINANCIAL
INSTITUTION
1099-B (stocks, bonds)
1099-DIV (dividends)
1099-G (unemployment)1099-INT (interest)
W-2G (gambling)
Possible forms you received
Possible forms you received
2
Additional life circumstances
Possible forms you received
Possible forms you received
DEPENDENTS
SSN / TIN(s)
Full legal given name(s)
Dates lived with you
Date(s) of birth
Childcare expenses
*For HOH filing:
-household expenses
STUDENT
1098-E (loan interest)
1098-T (expenses)
3
Anything else?
Please contact Kaylee with the names of additional forms you received and/or circumstances not listed above, and she will let you know if you are eligible for her services.
If you are not eligible, please seek guidance from a tax advisor experienced with your tax circumstances. Kaylee can offer professional recommendations upon request.
DO NOT SEND ANY DETAILED PERSONAL INFORMATION LIKE SSN, BANK STATEMENTS, OR PHOTO COPIES.
If you are unsure about sending information electronically, please call 616-293-1049
MULITPLE
STATES
Home addresses
Dates lived for each
Income earned in each
Dates worked in each
CITY TAX
Home address
Dates lived or worked
Home address
Dates lived
Renters:
-rent paid
-landlord info.
Homeowners:
-Taxable property value
-property tax paid
MI PROPERTY
TAX CREDIT
*You must have a valid driver's license, photo I.D., or other legal form of I.D. with you. Clients under age 18 must have a parent or legal guardian with them during the session.
*You are responsible for keeping your own tax records. Easy Path Tax Guide does not keep any copies or originals of any client tax forms.
*You must have a personal computer with access to the internet and ability to upload and download forms and paperwork. If you do not have a personal computer, an alternative will be discussed with you.
*You must be present for the duration of time for any service. This ensures safety of your information, quickness of completion, and efficient response time for any questions.
Possible forms you received
MARKETPLACE
HEALTH INSURANCE
1095-A
IRA / HSA
HSA contribution
HSA distribution
IRA contribution
TEACHER
Out of pocket expenses