Gloria A. Schuman
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What to send me for your personal return
| Here are some reminders about what to send at year end (if possible, keep like-items together. Ex: Interest statements): | ||||||
| Personal return: | ||||||
| 1 | New dependent | |||||
| Full name | ||||||
| social security number | ||||||
| birth date | ||||||
| 2 | If you have moved | |||||
| Date moved | ||||||
| New address | ||||||
| County you are now in | ||||||
| City limits you are now in | ||||||
| 3 | W-2s | |||||
| 4 | 1099s | |||||
| 5 | K-1s | |||||
| Any information you received from the partnership/estate/trust | ||||||
| 6 | Stocks and investments | |||||
| All of the forms your broker sends to you | ||||||
| If you've sold stock, send your purchase information, if you have it | ||||||
| 7 | Home purchase or sale | |||||
| Settlement statement | ||||||
| 8 | Child care | |||||
| Provider's name | ||||||
| Provider's address | ||||||
| Provider's tax id number (ein or social security number) | ||||||
| 9 | Medical expenses | |||||
| This depends on circumstances on each return. | ||||||
| Normally taxpayers do not have enough to be of benefit on their return. If, however, | ||||||
| you have incurred a lot in medical expenses, let me know. | ||||||
| 10 | Mortgage interest on principal residence and vacation home | |||||
| Send even if we do not itemize on your return | ||||||
| 11 | Real estate taxes on principal residence and vacation home | |||||
| Send even if we do not itemize on your return | ||||||
| 12 | Charitable contributions | |||||
| Cash/Check: An itemized list is best | ||||||
| Non-cash: | Date of contribution | |||||
| Name and address of charity | ||||||
| type of items (household goods, clothing, furniture, etc) | ||||||
| value (what one might pay in a thrift shop) | ||||||
| 13 | Employee business expenses | |||||
| Expenses by category | ||||||
| Indicate any employer reimbursement on the expenses you've listed | ||||||
| 14 | State information | |||||
| If you live in a State other than Ohio, please send your entire package | ||||||
| 15 | City returns | |||||
| Entire book | ||||||
| 16 | School District tax (if it applies) | |||||
| I do not need the entire book, but do include the preprinted envelope | ||||||
