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Tax Appointment Checklist

sandra@skynetprofit.com (Sandra Betancourt) — Wed, 08 Dec 2021 20:35:09 GMT

Tax Appointment Checklist

Updated Feb 5, 2025

Personal documents

Bring all documents below.

Photo ID for you and your spouse
Social Security Cards, Social Security Number verification letters, or Individual Taxpayer Identification Number (ITIN) assignment letters for you, your spouse, and any dependents
Birthdates for you, your spouse, and any dependents
Bank account and routing number or a voided check for direct deposit of your refund
Health Market Place form 1095-A (ACA or Obamacare)

Supporting Documents to Prove the Child Tax Credit (CTC) and Credit for Other Dependents (ODC)

Birth certificate for dependent
Document proving the dependent was present in the U.S. during the tax year and lived at your residence
Examples: Rental property lease, records for school or child care enrollment and attendance, government benefits or assistance, legal or financial matters, medical care or health insurance, or other similar documents showing your address and the address of the dependent.
Note: If the dependent wasn’t a U.S. citizen, national or resident during the tax year, you can’t claim the CTC or the ODC for the dependent.
Relationship to dependent. For an adopted dependent, send an adoption decree or proof the child was lawfully placed with you or someone related to you for legal adoption. For a foster child, send proof of authorized placement.

Income

Bring all documents that apply.

Employment Income

W-2 form(s) for all jobs last year (your employer(s) will have sent you this by January 31st)

Self-Employment Income

1099-NEC
1099-K (Revenue/credit cards such as PayPal, Square, etc.)
Records of income not reported on 1099 forms
Records of expenses including receipts, credit statements, etc.
Record of estimated tax payments

Retirement Income

SSA-1099 form for Social Security benefits
1099-R for pension/IRA/annuity income

Unemployment Income

1099-G for unemployment benefits

Other sources of income

1099-G for refund of state/local income taxes
1098-T for scholarships/fellowships
1099-R for disability income
1099-B or 1099-S for income or loss from the sale of stocks, bonds, or real estate
Income or loss from rental property
Alimony received
Statements for prizes or lottery/gambling winnings
Interest and dividend statements from banks
Records for any other income

Expenses

You may be able to claim tax deductions for some of the expenses you have. These deductions reduce the income you are taxed on. Bring documentation for all of the following expenses you have.

Retirement contributions, including a 401(k) or IRA
State and local taxes you’ve paid
Mortgage statements and property tax bills if you are a homeowner
College tuition (1098-T) and student loan statements (Form 1098-E)
Childcare expenses, including payment records or receipts and provider’s name, address, and federal tax ID number (either their Social Security Number or Employment Identification Number)
Receipts for charitable donations
Medical and dental bills
Records for supplies used as an educator

Lista de Verificación de Impuestos

sandra@skynetprofit.com (Sandra Betancourt) — Wed, 08 Dec 2021 19:57:51 GMT

Lista de verificación de citas fiscales

Actualizado el 5 de enero de 2025

Documentos personales

Traiga lo siguiente a su cita:

Identificación fotográfica
Tarjetas de Seguro Social, cartas de verificación del Número de Seguro Social o cartas de asignación de Número de Identificación Personal del Contribuyente para usted, su cónyuge y sus dependientes
Fechas de nacimiento de usted, su cónyuge y dependientes en la declaración de impuestos
Cuenta bancaria y número de ruta o un cheque anulado para depósito directo de su reembolso
Formulario 1095-A de Health Market Place (ACA or Obamacare)

Ingreso

Traiga todos los documentos que apliquen.

Ingresos laborales

Formulario (s) W-2 para todos los trabajos el año pasado (su empleador le enviará este formulario antes del 31 de enero)

Ingresos de trabajo por cuenta propia

1099-NEC
1099-K (Ingresos/tarjetas de crédito como PayPal, Square, etc.)
Registros de ingresos no declarados en formularios 1099
Registros de gastos, incluidos recibos, extractos de crédito, etc.
Registro de pagos de impuestos estimados

Ingreso de jubilación

Formulario SSA-1099 para beneficios del Seguro Social
1099-R para ingresos de pensión / IRA / anualidades

Ingresos por desempleo

1099-G para beneficios de desempleo

Otras fuentes de ingresos

1099-G para reembolso de impuestos sobre la renta estatales / locales
1098-T para becas / becas
1099-R para ingresos por discapacidad
1099-B o 1099-S para ingresos o pérdidas por la venta de acciones, bonos o bienes raíces
Ingresos o pérdidas de propiedad de alquiler
Pensión alimenticia recibida
Declaraciones de premios o ganancias de lotería / juegos de azar
Declaraciones de intereses y dividendos de los bancos
Registros de cualquier otro ingreso

Gastos

Es posible que pueda reclamar deducciones de impuestos por algunos de los gastos que tiene. Estas deducciones reducen los ingresos sobre los que paga impuestos. Traiga documentación para todos los siguientes gastos que tenga.

Contribuciones de jubilación, incluido un 401 (k) o IRA
Impuestos estatales y locales que pagó
Estados de cuenta hipotecarios y facturas de impuestos a la propiedad si es propietario de una vivienda
Matrícula universitaria (1098-T) y estados de cuenta de préstamos estudiantiles (formulario 1098-E)
Gastos de cuidado de niños, incluidos los registros de pago o recibos y el nombre del proveedor, la dirección y el número de identificación fiscal federal (ya sea su número de seguro social o número de identificación de empleo)
Recibos de donaciones benéficas
Facturas médicas y dentales
Registros de suministros utilizados como educador

Reopen after COVID-19

Fri, 05 Jun 2020 20:46:09 GMT

Financial Aid Guide for Florida Business Owners

Updated June 5, 2020

As the world slowly starts to get back up on its feet, the idea of reopening is both a feeling of relief and lingering unease for some business owners. Nobody knows what the post-coronavirus society will be like but as business owners, we can do our best to seek out financial knowledge and plan for the rest of the 2020 year.

As tax and accounting experts, we want our clients to feel empowered with knowledge to continue forward. Keep reading for an overview of your next steps.

In this article, you’ll learn how to:

• Assess Your Business Needs

• Address Employee Payroll

Assess Your Business Needs

The first step is to understand regulations and CDC guidelines before reopening your business. In the state of Florida, business owners are encouraged to limit person-to-person contact as much as possible. For example, offering delivery and take-out options for restaurants or adopting by-appointment only practices. Please be aware of both county and city delegations concerning your business.

For full Florida reopening guidelines, visit floridahealthcovid19.gov/plan-for-floridas-recovery

For federal level guidelines in coordination with the CDC, visit www.whitehouse.gov/openingamerica

The second step is understanding the financial options available to you. Reopening ‘business as usual’ is just not going to happen as you reassess your finances. The Florida Small Business Emergency Bridge Loan Program offers loans and short-term compensation programs to small business owners impacted by the coronavirus.

Address Employee Payroll

PPP

As a business owner, there are options available to you to secure your employees. The Paycheck Protection Program (PPP) is a great resource for business owners to keep employees paid.

In order to apply for a PPP loan, you must have financial data on hand such as a tax return or payroll. If you are an existing client with Sky Tax & Accounting, we can easily process this for you. For non-clients, please consult with your accountant. You must also have a business relationship with a bank that is accepting PPP loan applications.

If you have a business relationship with a local or national bank, check with them to see if PPP loans are available. If you have yet to file a tax return in 2019 and interested to see how Sky Tax & Accounting can help you, start here to request info.

ERTC

In addition, take advantage of the CARES Act, a $2 trillion stimulus bill that includes tax credit for businesses impacted by the coronavirus.

The Employee Retention Tax Credit (ERTC) is meant to incentivize business owners to keep their employees on payroll, especially for those that have been forced to close. Businesses that lost significant revenue may also be eligible for this tax credit.

To see if your business is eligible, read this guide by the U.S. Chamber of Commerce .

Please note that if you have already received a loan from the Paycheck Protection Program (PPP), you are not eligible for ERTC.

We hope that this information has been helpful to you for the upcoming days. If you want to stay informed on the latest tax and accounting resources for your business, sign up for our monthly newsletter . Don’t worry, we don’t spam inboxes.