Over
the past 47 years I have developed a collection of forms, schedules and
worksheets that have proven very helpful in my practice.
I
have compiled a special package of these forms, schedules and worksheets
especially for taxpayers who itemize their deductions on Schedule A, which I am
offering for only $6.95.
You
can use these unique forms, logs and worksheets to help document your Schedule
A tax deductions and to help organize and gather the tax information needed to
give to your tax professional.
Please
be aware that this is copyrighted material and for your internal use only.
This
package includes -
INCOME:
1. Statement of Municipal Interest
2. Statement of US Government Obligations
Income
3. State Tax Adjustments
4. Statement of Dividend Income
5. Statement of Investment Income
6. Statement of Pension Income and Annuity
Income
SCHEDULE A:
1. Supplement to Schedule A
2. Medical Expense Worksheet
3. Medical Mileage Worksheet
4. Medical Expenses – Out of Pocket Analysis
5. Medical Expense Analysis
6. Acquisition Debt Worksheet (example
included)
7. Home Equity Debt Worksheet (example
included)
8. Statement of Non-Cash Contributions
9. Charitable Contribution Record – for cash
contributions (2 pages)
10. Contribution
Worksheet
11. Gambling Log
12. Summary of Casino
Gambling Activity Log
SCHEDULE D:
1. Cost Basis Worksheet
SCHEDULE E:
1. Rental Income and
Expenses – Multi-Family Home
2. Statement of Rental
Income and Expenses
3. Statement of Rental
Income and Expenses – Vacation Property
4. Depreciation Schedule
– Rental Real Estate
GENERAL:
1. Joint vs Separate Analysis
2. Joint vs Separate Analysis – NJ State
3. General Statement Form
The
package will be sent as a “word document” email attachment, so you may edit and
revise them as you see fit to personalize them for your specific situations and
to update the forms for annual COLAs or tax law changes.
Send
your check or money order for $6.95, payable to TAXES AND ACCOUNTANTS, INC, and
your email address to -
TAXES AND ACCOUNTING, INC
TAX FORMS PACKAGE
TAX FORMS PACKAGE
POST
OFFICE BOX A
HAWLEY
PA 18428
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