Tax Checklist - Hyun J Ju, CPA & Associates APC

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Tax Organizer

Please fill in as accurately as possible.

1 Taxpayer & Spouse Information

Taxpayer

Spouse

Full Name

S.S.N.

Date of Birth

Occupation

Phone

E-mail

Address

2 Dependents

* S.S.N. or ITIN required regardless of age

	Name	S.S.N.	Relation	DOB	Annual Income	Full-Time Student?	Months Lived at Home
Child 1
Child 2
Child 3
Other

3 Bank Account (for Refund Deposit)

Bank Name

Routing Number

Account Number

Account Type

Income

Enter amounts from your tax documents. Answer Yes to show additional fields.

4 Employment / General Income

Wages & Tips (W-2)

Interest (1099-INT)

Dividends (1099-DIV)

Commission (1099-NEC)

K-1 Income (Partnership/S-Corp)

Prior Year State Refund

Alimony Income *

Unemployment (1099-G)

Social Security (SSA-1099)

Pension/IRA (1099-R)

Royalty Income

Gambling (W-2G)

* Alimony: Not taxable for agreements executed after 12/31/2018

Did you sell real estate during the tax year?

YesNo

5a Real Estate Sale

Sale Price

Purchase Price (Cost Basis)

Property Address

Did you sell stocks, mutual funds, or crypto/digital assets?

YesNo

5b Capital Gains / Investment

Stocks/Mutual Funds (1099-B)

Digital Assets/Crypto (1099-DA)

Other Investment Income

Do you have rental income?

YesNo

6 Rental Income

Total Rental Income

Property Address

Ownership Period

Rental Expenses:

Advertising

Insurance

Repairs

Property Tax

Mortgage Interest

Utilities

Management/HOA

Depreciation

Other Expenses

Other Income (lottery, awards, debt cancellation, foreign income, etc.)

Deductions

Answer Yes to the questions that apply to you.

Did you contribute to IRA, SEP, SIMPLE, or other retirement plans?

YesNo

Retirement (IRA/SEP/SIMPLE)

Self-Employed Health Insurance

Did you pay student loan interest?

YesNo

Student Loan Interest (1098-E)

Educator Expenses (max $300)

Did you contribute to an HSA (Health Savings Account)?

YesNo

HSA Contributions

Do you have significant medical expenses?

YesNo

Medical Expenses (Itemized)

Health Insurance Premiums

Doctor/Dental/Vision

Rx / Glasses / Hearing Aids

Medicare Part B/D

Medical Transportation

Other Medical

Do you want to claim state income tax / property tax deduction? (SALT)
Standard Deduction: Single $15,000 / MFJ $30,000 / HOH $22,500

YesNo

Taxes — SALT Cap $40,000

State Income Tax Paid

Property Tax

Vehicle Registration (ad valorem)

Did you pay mortgage interest?

YesNo

Mortgage Interest (1098)

Refinance Points / Term

Investment Interest

Did you make charitable contributions (donations, tithes)?

YesNo

Cash Donations

Non-Cash Donations (FMV)

Organization Name

* Alimony deduction: Not available for agreements after 12/31/2018

Tax Credits

Did you pay for child care / dependent care?

YesNo

Child/Dependent Care Amount

Provider Name/Address

Provider Tax ID (EIN)

Did you pay college tuition or have education expenses?

YesNo

College Tuition (1098-T)

Lifetime Learning Credit

Did you install energy-efficient items (solar, windows, insulation)?

YesNo

Energy Credits

Did you make estimated tax payments or pay foreign taxes?

YesNo

Estimated Tax Payments

Foreign Tax Paid

* Clean Vehicle Credit: Not available for purchases after 9/30/2025 (OBBBA)

Do you have business / self-employment income?

YesNo

10 Business Income & Expenses

Business Name

Gross Revenue

Inventory

Beginning Inventory

Purchases

Ending Inventory

Expenses

Wages

Office Rent

Utilities

Insurance

Repairs

Supplies

Phone / Internet

Travel

Meals (50% deductible)

Legal / CPA Fees

Depreciation

Commission

Freight/Shipping

Equipment Rental

Pension Expense

Taxes

Interest

Other Expenses

Business Vehicle

Total Annual Mileage

Business Mileage

Purchase Price / Date

Lease Payment (if applicable)

Actual Vehicle Expenses

* QBI Deduction: Up to 20% of qualified business income — Section 199A (now permanent)

* Bonus Depreciation: 100% first-year deduction for assets acquired after 1/19/2025 (OBBBA)

Special Questions

Select Yes/No for applicable items

11 Foreign Assets / Income

Did you have foreign bank accounts or financial accounts?
$10,000+: FBAR / $50,000+: Form 8938

YesNo

Did you earn income from a foreign country?

YesNo

Did you receive gifts/transfers over $100,000 from a foreign person? (Form 3520)

YesNo

Do you own 10%+ interest in a foreign corporation? (Form 5471)

YesNo

Does a foreign person own 25%+ of your US corporation? (Form 5472)

YesNo

12 Digital Assets / Cryptocurrency

Did you sell, exchange, or receive digital assets (crypto, NFT, etc.)?
Required question on IRS Form 1040 — accurate answer needed

YesNo

13 General Questions

How many children under age 17 as of 12/31? CTC $2,200/child

How many months did you have health insurance? (1095-A/B/C)

Do you have tip income? — No Tax on Tips

YesNo

Do you have overtime income? — No Tax on Overtime

YesNo

Are you age 65 or older? — Senior Deduction $4,000

YesNo

Additional Questions / Notes

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