Gerald Hersh EA Page 1 800 Main St Amherst MA 01002 Tel: (413) 256-1663 Fax: (413) 256-1665 Email: gerrystaxhelp@aol.com website: www.amhersttaxpreparation.com ORGANIZER FOR 2018 TAXES Name Social Security # Address Birthdate Deceased Email Address Phone Number Fax Number Legally Blind $3 to Pres. Elections Dependent's Name from Social Security card Social Security # Relationship Birthdate College Income REQUIRED FORMS: # OF FORMS OTHER INCOME AND EXPENSES: PROVIDE PAPERWORK W-2 Adoption Expenses 1095-A, B, OR C Alimony Paid or Received 1098 College Tuition and Expenses 1098-E Dependent Care Expenses 1098-G Electric Vehicle Credit 1098-T Home Energy Expenses 1099-INT/DIV/B IRS and MA Notices 1099-MISC Massachusetts Rent Paid 1099-Q Moving Expenses (If military) 1099-R Purchase or Sale of Real Estate 1099-SSA Retirement Contributions Other 1099's Student Loan Interest K-1 CHILD AND DEPENDENT CARE EXPENSES. Use additional pages if needed. Dependent s Name Daycare Name and Address Federal Identification # Amount paid
Schedule A - Itemized Deductions Page 2 MEDICAL and DENTAL EXPENSES: Prescriptions Health Insurance (if not pretax) Long Term Care Insurance Long Term Care Expenses Doctors and Dentists Nurses and Hospitals Eyeglasses and Contacts Hearing Aids and Batteries Equipment and Supplies Transportation and Lodging Chiropractic and Acupuncture Therapy Other Medical Miles TAXES: Income taxes (Not Federal)) RE Taxes/Principal Home RE Taxes/Second Home Other Real Estate Taxes Auto Excise Tax CONTRIBUTIONS: Cash and Check Contributions Out of Pocket Expenses Charitable Mileage Donated Property If > $500, bring receipts INTEREST PAID: New Rules Apply. Home mortgage and equity loan interest not used to buy, build, or improve your homes, is no longer deductible. To determine the correct amount, please bring a history of your loans and how they were used. Mortgage Mortgage Equity/RMV/Boat Points paid Qualifying PMI Investment Interest ESTIMATED TAXES: FEDERAL STATE(S) Taxes paid for 2018 Date Paid amount paid amount paid 2017 refund applied 1st quarter 2018 payment 2nd quarter 2018 payment 3rd quarter 2018 payment 4th quarter 2018 payment Other payments VEHICLE Copy this worksheet for WORKSHEET each business Vehicle 1: Vehicle 2: Vehicle 3: Date of Purchase Original Cost Date of Sate or Trade-in Sale Price Total mileage put on in 2018 Business mileage Commuting mileage Loan interest Actual Expenses (gas, insurance, maint)
Schedule C Page 3 SELF-EMPLOYED BUSINESS INCOME & EXPENSES Business Name: Business Address: Federal ID#: Description of Business: If new business, start date: Email : Bus Tel: Fax: INCOME COST OF GOODS SOLD Gross Receipts or Sales Beginning Inventory less Returns & Allowances ( ) Plus: Purchases less personal use less Cost of Goods Sold (see below) ( ) Plus: Labor Gross Profit Plus: Materials & Supplies Other Income Plus: Other Costs Other Income Less: Ending Inventory ( ) Total Gross Income Total Cost of Goods Sold EQUIPMENT, FURNITURE and BUILDOUT Description Date Amount Description Date Amount OPERATING EXPENSES Advertising Answering Service Vehicle Expenses (Use the Worksheet Page 2) Bad Debts if accrual based sales Commission and Fees Bank and Credit Card Fees Contract Labor Dues and Membership Fees Employee Benefit Programs Fees Employee Health Insurance Freight Self-Employed Health Ins Gifts Insurance (other than health) Internet Interest Laundry Legal and Professional Services Licenses and permits Office Expenses Miscellaneous Employee Pension Plans Outside Services Rent or Lease Equipment Postage Rent or Lease Real Estate Printing and Copying Repairs and Maintenance Publications and Subscriptions Supplies Telephone Line for Business Taxes for Property Cell Line for Business Taxes for Payroll Training and Education Travel, see page 5 Other: Travel Meals, see page 5 Meeting Meals Utilities (not home office) Wages, payroll reports required Home Office Worksheet Total - Page 4 TOTAL OPERATING EXP UNADJUSTED NET INCOME - GROSS INCOME LESS EXPENSES
PROPERTY WORKSHEET If property was purchased or converted for business use this year, list cost history Page 4 Total Square Feet of Home Business Use Square Feet BUSINESS USE OF HOME EXPENSES To qualify, the space must be used regularly and exclusively for business. Mortgage Interest House Repairs Rent Paid Real Estate Taxes Office Repairs Condo Fees House Insurance House Utilities Other Schedule E PROPERTY DESCRIPTION INCOME / RENTAL % Record the number of days rented vs. days used personally. Advertising Auto - use Vehicle Worksheet page 3 Travel, see page 5 Cleaning and Maintenance Commissions Insurance Legal and Professional Fees Management Fees Mortgage Interest Office Expenses Other Interest Repairs Supplies Taxes Utilities Trash Water and Sewer Other: RENTAL INCOME AND EXPENSES $ % $ % For Whole House Only for Tenants For Whole House Only for Tenants Date Improvements and Appliances Major changes anticipated for 2019 Additional Information and Questions
Page 5 TRAVEL WORKSHEET Name Tax Year Forms Page Of PLACE AND DESCRIPTION DATES # OF FULL DAYS AIRFARE PARKING AND TOLLS TAXI, BUS AND ETC LODGING OTHER FEES MEALS MILES TOTALS