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​TAX PREPARATION CHECKLIST

Experience You Can Trust

2096688862

MEP TAX INC
3012 Geer Road Turlock CA 95382 US

EVERYONE


* Social security card or ITIN

* Picture ID with date of birth (if minors birth certificate)

* Copy of last year's return (new clients)

* W-2's from all employees

* 1099 forms for all other income

* Charitable contributions

* Medical expenses (including mileage)

* Health insurance premiums


IF YOU OWN A PERSONAL RESIDENCE


* Mortgage interest (form 1098)

* Receipts from energy efficient upgrades

* Closing documents if you bought or sold during the year

* Insurance premiums

* Real estate taxes paid


IF YOU OWN RENTAL PROPERTY


* Rental income total for the year

* Receipts for all expenses for the year

* Mileage for repairs, inspections, etc.

* Insurance premiums

* Real estate taxes paid

* Mortgage interest 


IF YOU OWN A BUSINESS


* Tax ID

* List of capital assets and equipment

* Business income and expenses (profit & Loss)

* Quarterly taxes paid

* Business use of home info (if applicable)

* Mileage log


OTHER


* Retirement plan contributions

* Childcare expenses

* Educational expenses - loan interest, tuition, and supplies

* Sales tax from vehicle purchase

* FEMA assistance

* Job search and/or moving expenses