Sheet to be taken to your tax accountant (2017 Tax Year)

Transcription

1 Joyce M. Moyer, RTRP, AFSP Home Moyer Accounting Service Cell 7009 Maple Avenue Fax Castalia, Ohio Maple Crest Farms joycemoyer@thewavz.com Sheet to be taken to your tax accountant (2017 Tax Year) Schedule A NON Business Related Expenses Total Medical: Prescriptions & Physician prescribed supplements Health Insurance Premiums: Medical, Dental, Vision, Prescriptions, Contact Lens - NOT paid by employer NOT pretax deductions need last 2017 pay stub Long term health care insurance premiums Physicians, Chiropractors, massage therapists, etc. Dentist, Oral surgeon, Orthodontist Hospitals/Clinics/Therapeutic Centers/Nursing Homes/ Assisted Living etc. (medical care) Lab and x-ray fees Glasses Contacts Laser Surgery Medical equipment and supplies: Hearing aids, braces, crutches, wheel chairs, guide dogs, and maintenance costs. Total Miles for medical expenses

2 Other medical transportation costs: parking, ambulance fees, etc. Medical lodging: up to $50 per night per person Medical Savings Account (MSA) or (HSA) State and Local Taxes: (the greater of) 2016 Income Taxes (State, Local, School District and Estimated taxes paid per quarter (dates needed) OR General Sales Taxes paid on all 2017 purchases * list all large purchases separately: Real Estate Taxes: Car/Truck/Motorhome/Motorcycle, etc. Appliances/Cruise/Vacation Package Residence 2 nd Residences, including Vacation Properties. Other Taxes: Personal Property List Vehicles separately Interest You Paid: Home Mortgage Interest Reported to You on Form 1098 includes boat, trailers, 2 nd homes (with kitchen & head) one million or less debt limit. Home Mortgage Interest Not Reported to You on Form 1098 Show that person s name, identifying number, and Address (limit 20 characters)

3 Qualified Mortgage Insurance Premiums (PMI) January 1, 2007 and thereafter. Points not reported to you on Form 1098*refinance Settlement sheet required Investment Interest Gifts to Charity: Charitable Service Mileage (.14) Non-cash mileage is separate. (LIST) _Charitable Contributions by Cash or Check need a receipt if $ or more) *List separately on back (LIST)_Charitable Contributions other than Cash *Contribution receipt required Miscellaneous Itemized Deductions: (Each Tax Client) Unreimbursed employee expenses W-2 expenses: Job travel (tolls, airfare, parking, & motel) Union dues (or professional organizations) Subscriptions to professional journals Job Hunting Costs Work Uniform (not suitable for ordinary wear) Uniform Upkeep: Loads per week x weeks Protective Clothing Job education Small Tools & Supplies

4 Office Supplies Licenses & Physicals 2 nd job mileage (Between two jobs) Security System Form Schedule A W-2 employees - overnight Start date and finish date * State date and finish date * (The first and last days of each employee job trip qualify for automatic ¾ of a day per diem.) *(Each trip is totaled separately). Form 2106 Schedule A - W-2 employees *Those who work 24 hours shifts: Number of shifts/days Vehicle Mileage Matrix Office Expenses (equipment & utilities)* May need to separate per each taxpayer (2106) or business (8829) for each home: Square footage of home Square footage of business area Utilities: Electric, Gas, Water Telephone, Sewer Garbage, Repairs & Main. Propane, Fuel Oil, Wood/Corn, Cable, Fax line, Internet, Cell phone, Well or

5 Homeowner s Insurance House water system Security System Tax preparation fees, Tax Seminars, Amendments, etc. Other expenses: Investment Counsel & Accounting Safe deposit box Brokerage Fees IRA Special Losses (must liquidate all) Roth IRA s Loss (must liquidate all) Qualified Tuition Plans 529 (must liquidate all) Annuities (must liquidate all) Other Miscellaneous Deductions: Gambling Losses (to the extent of reported Winnings) (Limited to like-kind gambling) Non-Federally insured deposits Casualty & Theft Loss (water, hail, storm, theft ) Educator/Teacher Expenses: *see additional handout Classroom Supplies Educational Tools Child Care/Daycare Expense: (per Dependent) Caregiver/address/phone number/ss# or EIN# (List Separately) Also need to know if there is a Pre-Tax Deduction for Child Care Expenses Please Prorate wages if you moved during the year and supply us with your final pay stub of the year.