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    Dubuque, IA 52001
  • Phone: (563) 588-1495
    Fax: (563) 582-7749
  • Business Hours

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Preparation List

The following information will be needed to complete your tax return:

 

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  • Social Security numbers for taxpayer, spouse and dependents and names as they appear on card.
  • W-2 Wage Statements
  • W-2G Gambling Winnings
  • 1099’s for Interest, Dividends & Pensions
  • 1099G Unemployment Statement
  • Social Security & Railroad Tier Statements
  • Alimony Income or Expense information
  • Sale of Personal Residence information
  • Sale of Stocks, Investments and other asset information
  • Business, Farm and Rental Income and expenses
  • 1098T College Tuition paid
  • Scholarships received
  • Student Loan interest payments
  • Jury Duty pay
  • All other income
  • Moving expense (over 50 miles)

 

Deductions, Adjustments & Credits

 

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MEDICAL EXPENSES

Medical Insurance                                                   $ ____________

Deductions, Adjustments & Credits                     $ ____________

CREDITS

Long Term Care Insurance                                   $ ____________

Drugs, Medicine, Insulin                                         $ ____________

Contact Lens Insurance                                         $ ____________

Doctors & Dentists: (include Chiropractor)         $ ____________

Nurses                                                                       $ ____________

Laser Eye Surgery                                                   $ ____________

Glasses & Contact Lenses                                     $ ____________

Hearing Aids & Batteries                                        $ ____________

Ambulance                                                               $ ____________

Hospitals, Lab Fees                                                $ ____________

Braces & Dentures                                                  $ ____________

Auto Mileage ___ miles /                                       $ ____________

Other Medical Travel! Expense

Medical Equipment ~ Purchase or Rental          $ ____________

(Crutches, Wheelchairs. Walkers, Etc.)

Physical & Mental Therapy                                    $ ____________

Whirlpool Baths & Therapy Equipment               $ ____________

(Doctor Prescribed)

Special School                                                                                       

Home for Mentally or Physically Disabled Person $ ____________

Treatment at a Drug or Alcohol Rehab Center  $ ____________

Cost & Care of Guide Dog                                     $ ____________

Other Medical Expenses: _________________ $ ____________

Stop-Smoking Programs                                       $ ____________

Prescribed Drugs for Nicotine Withdrawal         $ ____________

Nursing Home (for medical care)                        $ ____________

Weight Loss Program for Treatment of Special Disease $ ____________

TAXES

Real Estate Taxes                                                    $ ____________

Real Estate Taxes Received from Prior Owner $ ____________

State Tax Estimates Paid in 2012                        $ ____________

Personal Property Tax                                            $ ____________

Automobile License (Iowa Only)                          $ ____________

Weight of Auto (Iowa Only)                                    $ ____________

Sales Tax Paid on Boats                                        $ ____________

Sales Tax Paid on Motor Vehicles (on & off road) $ ____________

Date Purchased ______________                                                    

Sales Tax Paid on Home Building Materials     $ ____________

Sales Tax Paid on Mobile Home                          $ ____________

Sales Tax Paid on Prefab Home                          $ ____________

INTEREST

Home Mortgage                                                       $ ____________

Home Equity                                                             $ ____________

Points Paid                                                                $ ____________

Investment Interest Expense                                 $ ____________

Interest Paid or Student Loan (I 098E)                $ ____________

Qualified Mortgage Insurance Premiums          $ ____________

 

CREDITS

Mortgage Interest/

Credit Certificate (Bring Certificate)                     $ ____________

Child Adoption Expenses                                      $ ____________

Child Care Expense and Information                  $ ____________

American Opportunity Credit (I098T)                   $ ____________

Tuition fees & Higher Education (I098T)             $ ____________

CONTRIBUTIONS

Cash Contributions                                                 $ ____________

Non-Cash Contributions                                        $ ____________

Charitable Auto Mileage    (________Miles)     $ ____________

MISCELLANEOUS

Mal-practice Insurance                                           $ ____________

Union Dues                                                               $ ____________

Professional Dues & Subscriptions                     $ ____________

Uniforms, Safety & Protective Equip for Work   $ ____________

Tools for Work                                                          $ ____________

Employment Agency Fees                                    $ ____________

Safe Deposit Box                                                     $ ____________

Tax Return Preparation Fees                                $ ____________

Employee Education Expenses                           $ ____________

Physical Exams (Required)                                   $ ____________

Route Overages / Shortages                                 $ ____________

Job Search Fees and Materials                            $ ____________

Investment Fees & Subscriptions                         $ ____________

Gambling Losses (up to amount of winnings)   $ ____________

Legal Expenses to Produce Taxable Income    $ ____________

Penalty on Early Withdrawal of Savings             $ ____________

Trustee’s Fees for IRA if Separately Paid           $ ____________

Payments to KEOGH & SEP Plans                      $ ____________

Casualty & Theft Losses                                        $ ____________

Custodial (e.g. Trust Account) Fees                     $ ____________

Moving Expenses                                                    $ ____________

IRA Contributions                                                     $ ____________

Alimony Paid (not Child Support)                         $ ____________

Exchange Student Lived w/ you Yes___  No __ $ ____________

Foster Children                          Yes___  No __    $ ____________

Financial Planning/Consultation Fees                $ ____________

Teachers: Classroom Supplies, Books, etc.

used in Classroom                                                  $ ____________

IOWA RESIDENTS

Iowa residents need weight of car (on registration form) $ ______

Student dependents (K-12 Grades) Tuition and Textbooks $ ___

Materials required for Extra Curricular Activities $ ____________

 

WISCONSIN RESIDENTS

Tuition paid to University, College or Technical College $ ______

Rent and Rent Certificates                                     $ ____________

 

ILLINOIS RESIDENTS

Student Dependents (K-12 Grades)

Tuition,Textbooks, Lab fees                                  $ ____________

Property Tax Index Number ____________ $ ____________

 

QUESTIONS? 

(None are a waste of time as it is your tax return and dollars we are talking about!)

 

NATP

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