GREEN TREE TAX SERVICE
18940 W. 7 Mile Rd
O-313-412-2020
248-254-2059
Green Tree Tax Service
3116 Flushing Rd
OFFICE:8108776641
Personal Tax
Prep Checklist
Here’s a summary of what you’ll need, whether you see a tax professional or prepare your own taxes.
Small Business Tax Prep Checklist
Personal Information
•Your social security number or tax ID number
•Your spouse's full name and social security number or tax ID number
•Amount of any alimony paid and ex-spouse's full name and social security number
•Your tax returns for the previous three years. Your Tax Professional can check them for accuracy
Information About Other People Who May Belong on Your Return
•Dates of birth and social security numbers or tax ID numbers
•Childcare records (including the provider's tax ID number) if applicable
•Income of other adults in your home
•Form 8332 showing that the child’s custodial parent is releasing their right to claim a child to you, the noncustodial parent (if applicable)
Education Payments
•Forms 1098-T from educational institutions
•Receipts that itemize qualified educational expenses
•Records of any scholarships or fellowships you receivedForm1098-E if you paid student loan interest
Employee Information
•Forms W-2
Self-Employment Information
•Forms 1099-MISC, Schedules K-1, income records to verify amounts not reported on 1099s
•Records of all expenses — check registers or credit card statements, and receipts
•Business-use asset information (cost, date placed in service, etc.) for depreciation
•Office in home information, if applicable
Business Use of Vehicle Information
•Log showing total miles driven for the year (or beginning/ending odometer readings), total business miles driven for the year (other than commuting), and the business purpose of the mileage
•Amount of parking and tolls paid
•If you want to claim actual expenses, receipts or totals for gas, oil, car washes, licenses, personal property tax, lease or interest expense, etc.
Rental Property Income
•Records of income and expenses
•Rental asset information (cost, date placed in service, etc.) for depreciation
Retirement Income
•Pension/IRA/annuity income (1099-R)
•Social security/RRB income (1099-SSA, RRB-1099)
Savings and Investments
•Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
•Income from sales of stock or other property (1099-B, 1099-S)
•Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)
Other Income
•Unemployment, state tax refund (1099-G)
•Gambling income (W-2G or records showing income, as well as expense records)
•Amount of any alimony received
•Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)
•Jury duty records
•Hobby income and expenses
•Prizes and awards
•Other 1099
Affordable Care Act
•Form 1095-A if you enrolled in an insured plan through the Marketplace (Exchange)
•Marketplace exemption certificate if you applied for and received an exemption from the Marketplace (Exchange)
TAX PREPERATION
PAYROLL
BOOK KEEPING
NOTARY
