HAWTHORNE ACCOUNTING SERVICES LLC
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Potential Items Needed For Income Tax Return Preparation

 
*The following is a list of potential items that may be needed to prepare your personal income tax returns. Additional information may also be required. Some of these items have been suspended due to the Tax Cuts and Jobs Act. Please contact us for more details about these changes.
  
INCOME                                     
  1. W-2 Forms
  2. Interest
  3. Dividend
  4. Alimony Received
  5. Business Income
  6. Original cost and sales proceeds of stock transactions
  7. IRA Distributions
  8. Pensions and Annuities
  9. Rental real estate, royalties, partnerships, S corporations, trusts, etc.
  10. Unemployment Compensation
  11. Social Security Benefit

            EXPENSES                             

  • Student Loan Interest
  • Moving
  • Early Withdrawal Penalties
  • Medical and Dental
  • Real Estate Taxes
  • Mortgage Interest
  • Charitable Contributions
  • Casualty and Theft Losses
  • Rental Property Expenses
  • Unreimbursed Business Expenses
  • Tax Return Preparation Fee
  • Education
  • Job Searching
  • Investment
  • Child Care


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