Fillable 2020 Client Information Worksheet (Sharma Tax)

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2020 Client Information Worksheet (Sharma Tax)

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©S. Sharma Tax, Inc. 2021
CIW-Rev (01/2021)
Page 1 of 3
2020 Client Information Worksheet
We’ve gone Virtual!
Due to growing COVID-19 pandemic concerns, all appointments will be virtual for the 2020 tax season. Appointments will be
conducted either through email, phone, or screen-share. This is a firm wide decision specifically keeping the safety of our
clients, staff, and community in mind.
We have designed this worksheet to help our clients gather and organize relevant tax information for their 2020 taxes. This
worksheet also helps to ensure that the taxes are prepared correctly and accurately. With recent tax law changes and two
stimulus bills being passed, please take the time to go through this worksheet and update accordingly.
1.
Personal Information: Must match your Social Security Card or ITIN.
First Name
M.
Last Name
SSN / ITIN
Date of Birth
Taxpayer
Spouse
If you have more dependents add additional page.
Dependent
Dependent
Dependent
Dependent
2.
Address and Contact Information: Provide a current US address.
Address
Primary Phone
Apartment/ Unit #
Secondary Phone
City
Taxpayer’s E-mail
State
Zip Code:
Spouse’s E-mail
Provide foreign address if residing outside of the USA:
3.
Did you receive first stimulus payments in 2020? Yes No
If Yes, how much did you receive: $___________
5.
Have you purchased, sold, or exchanged any cryptocurrency in 2020? Yes No
6.
Income: Check all that apply and provide legible copies of all documents.
# of Forms
# of Forms
Form W-2 [Wages or Salary]
1099-B [Stock Gain/Loss]
1099-Int [Interest Income]
Schedule K-1 [LLC, S-Corp]
1099-Div [Dividend Income]
Rental Income
Attach Rental W/S
1099-NEC [Business Income]
1099-G [UI or PFL]
1099-MISC [Bus/Other income]
1099-G [2019 State Refund]
1099-R [Retirement Income]
SAA-1099 [Social Security]
1099-S [Home Sale]
Cryptocurrency
1099-SA [HSA Distribution]
Other:
7.
Foreign Reporting: You must report income from all sources within and outside of the U.S.
Foreign Wages or Salary
$ USD
Foreign Stock Gain/Loss
Attach Statement
Foreign Interest Income
$ USD
Foreign Home Sale
Foreign Dividend Income
$ USD
Foreign Rental Income
Attach Rental W/S
Foreign Business Income
$ USD
Foreign Partnership
Foreign Retirement Income
$ USD
Other:
Foreign Taxes Paid
$ USD
Other:
4.
Did you receive second stimulus payments in 2020? Yes No
If Yes, how much did you receive: $___________
©S. Sharma Tax, Inc. 2021
CIW-Rev (01/2021)
Page 2 of 3
8.
Foreign Financial Account Reporting (FBAR, FinCEN114, FATCA)
•
Do you have any foreign bank of financial accounts? Yes No
•
If Yes, did the aggregate value of the foreign financial accounts exceed $10,000 at any time during the calendar
year? Yes No
•
If Yes, did the aggregate value of the foreign financial accounts exceed $50,000 ($100,000 if Married) on the last
day of the tax year or more than $75,000 ($150,000 if Married) at any time during the tax year? Yes No
I am unclear regarding the questions above and I would like more information on this topic.
9.
Adjustments to Income: Provide legible copies of all documents.
Taxpayer
Spouse
Traditional IRA
$
$
Alimony Paid
$
Roth IRA
$
$
1098-E [Student Loan Int]
$
Non-Deductible IRA
$
$
1098-T [Tuition Paid]
$
SEP IRA
$
$
Other
HSA Contribution
$
$
Other
10.
Medical/Dental Expense: Must exceed 7.5% of your adjusted gross income in order to qualify as a deduction.
Insurance Premiums
$
Hospital/Dentist Co-Pay
$
Cost of Prescriptions
$
# of Medical Miles
Miles
Eyeglasses/Contacts
$
Medical Equipment
$
Did you have full year coverage for you, your spouse and
all dependents:
Yes
No
Exempt:
If no, check the months that you were covered under a
qualified health plan:
Jan
Jul
Feb
Aug
Mar Apr May Jun
Sep Oct Nov Dec
Where was your health coverage purchased from?
[Provide Form(s) 1095-A, 1095-B, and/or 1095-C]
Public Exchange [Private: 1095-B or 1095-C]
Employer Sponsored [1095-B or 1095-C]
Government Marketplace [1095-A ]
11.
Taxes Paid in 2020: Provide legible copies of all documents.
Real Estate Property Taxes
$
2019 State Tax [Paid in 2020]
$
DMV License Fee
$
2020 Sales Tax Paid
$
12.
Interest Paid: For Primary and Secondary property only [Not rental]. Provide legible copies of all documents.
Homes Located in the US:
Primary Home
Secondary Home
Home Mortgage Interest [Attach Form 1098 from lender]
$
$
Home Equity Line of Credit [HELOC]
$
$
Mortgage Insurance Premiums [PMI]
$
$
13.
Interest Paid to a Person or Foreign Bank: Provide legible copies of all documents.
Homes Located outside of the US:
Primary Home
Secondary Home
Name of the Bank
Address of the Bank
Amount of Interest paid on the loan: [USD - Jan to Dec '20]
$ USD
$ USD
14.
Cash & Check Donations: To charities or a qualified religious, educational, scientific, or non-profit organization.
Name of Charity
Cash amount
Date of Donation
Check amount
Name of Charity
Cash amount
Date of Donation
Check amount
©S. Sharma Tax, Inc. 2021
CIW-Rev (01/2021)
Page 3 of 3
15.
Non-Cash Donations: [Example: Salvation Army or Goodwill]. Attach a copy of the receipt and itemized list of items.
Name & address of Charity
Date(s) of Donation
Fair Market Value of items
What was donated?
Name & address of Charity
Date(s) of Donation
Fair Market Value of items
What was donated?
16.
Home Office Deduction: To qualify for a home office deduction you must have a dedicated area of your home that is
used regularly and exclusively for business/work purposes. Please note: If you are an employee and receive your income
as a W2, you would not be able to claim any home office deductions on your Federal tax, however (depending on the
state), you may be eligible to claim a home office deduction against your state income. Attach Home Office W/S
17.
Misc. Work/Busines Expense: The 2017 Tax Cuts and Jobs Act suspended all miscellaneous itemized deductions that
are subject to the 2% of adjusted gross income floor. This change affects un-reimbursed employee expenses such as
uniforms, union dues and the deduction for business-related meals, entertainment and travel, and home office. However
(depending on the state), you may be eligible to claim them against your state income. Please use the lines below to list
any qualified work/business expense:
18.
Dependent Care Expense: If the care provider is an Individual provide SSN. Specify for which child.
Provider Name
Tax ID Number or SSN
Phone Number
Amount Paid in 2019
$
Address
City, State, Zip
Amount Reimbursed by
employer FSA [W2, Box 10]
$
Provider Name
Tax ID Number or SSN
Phone Number
Amount Paid in 2019
$
Address
City, State, Zip
Amount Reimbursed by
employer FSA [W2, Box 10]
$
19.
Estimated Taxes: Specify if you had paid any taxes upfront or in advance. This does not include the taxes withheld
through your W2.
•
Attached Federal confirmation page.
•
Attached State confirmation page.
20.
Bank Account Info: For Direct Deposit or Debit of Taxes (Check One)
Bank Name:
Routing No:
Account No:
Checking
Savings
Please use the space below to list any additional information and questions you may have.
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2020 Client Information Worksheet (Sharma Tax)

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Completed 13 January 2021

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