Fillable Form 2019: Checklist This check list is provided (GetNetSet)

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Form 2019: Checklist This check list is provided (GetNetSet)

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Checklist
Checklist
2019
Name: SSN:
Drake Software - Individual Organizer - Copyright 2019 CKLIST.LD
Page 1
This check list is provided to help you gather necessary information for us to prepare your 2019 income tax return. Return
this list, along with the supporting documentation, to our office and let us know of any significant changes from your 2018
tax year.
Other Income (provide supporting documentation for income received for the following items)
[ ] Sale of assets or property
[ ] Cancellation of debt
[ ] Other income ______________________________________________________
Payments (provide supporting documentation for payments made for the following items)
[ ] Educator classroom expenses
[ ] Employee business expenses
[ ] Contributions to a Health Savings Account
[ ] Expenses related to work relocation
[ ] Alimony
[ ] Student loan interest
[ ] Tuition and fees for higher education
[ ] Expenses related to child or dependent care
[ ] Contributions to a Retirement Savings Account
[ ] Medical and dental expenses
[ ] Real estate taxes
[ ] Other state and local taxes
[ ] Mortgage interest
[ ] Investment interest
[ ] Cash Contributions
[ ] Noncash Contributions
[ ] Unreimbursed employee expenses
[ ] Investment expenses
[ ] Gambling losses
[ ] Other payments ______________________________________________________
Name SSN Date of birth
Taxpayer
Spouse
Street address, city, state, and ZIP
Occupation Daytime phone Evening phone Cell phone
Taxpayer
Spouse
Taxpayer email
Spouse email
Married Are you blind? Yes No Yes No
Married filing separately Are you disabled? Yes No Yes No
Single Are you a full-time student? Yes No Yes No
Widow(er) Do you want $3 to go to the
Yes No Yes No
Presidential Election Campaign Fund?
Months Full-
First and last name SSN Relationship in Date of birth time
home student
Federal Resident state Resident city
Type of account Use this account for
Bank Bank
Name of bank routing number account number Checking Savings Deposits Withdrawals
Taxpayer Spouse
Personal Information
Dependent Information
Estimates
Account Information for Deposits or Withdrawals
Appointment Information
Personal and Dependent Information
2019 Tax Organizer
List dependents required to file a return
Overpayment applied
from 2018
First quarter
Second quarter
Third quarter
Fourth quarter
Additional payments
Your 2019 appointment is scheduled for
Disabled
Date paid Amount Date paid Amount Date paid Amount
Other information
Marital Status at end of 2019
If spouse died in 2019
enter the date of death
Drake Software - Individual Organizer - Copyright 2019 N_DEMO.LD
Page 2
Wages & Salaries
Retirement
Form 1099-Misc Income
Income
2019
2019 federal
Employer name wages
2019
Payer name distribution
2019
Payer name
amount
Name: SSN:
Provide all copies of Form W-2
Provide all copies of Form 1099-R
Did you take a distribution from an IRA and give it to an organization eligible to receive tax-deductible contributions? Yes No
Provide all copies of Form 1099-MISC
Drake Software - Individual Organizer - Copyright 2019 N_INC.LD
Page 3
Dividend Income
Interest Income
Income
2019
2019 2019
Account number ordinary
qualified
Payer name dividends
dividends
Account number 2019
Payer name interest
Name: SSN:
Provide all copies of Form 1099-DIV & other statements that report dividend income
Provide all copies of Form 1099-INT, Form 1099-OID and other statements that report interest income
If any interest income listed above is from a seller-financed mortgage, provide the payer's ID number and address
Drake Software - Individual Organizer - Copyright 2019 N_INC2.LD
Page 4
Sale of Capital Assets (not reported on Form 1099-B)
Installment Sale Income
Sale of Capital Assets
2019
Date Date Sales
Description of property purchased sold price Cost
2019 Prior years
Name: SSN:
Provide all brokerage statements
Description of property:
Date acquired Date sold
Selling price
Mortgages assumed
Cost of property sold
Depreciation allowed
Commissions and expense of sale
Gross profit percentage
Interest received
Principal payments received
Property was sold to a related party
Drake Software - Individual Organizer - Copyright 2019 N_INC3.LD
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Page 5
2019 2019
Taxpayer Spouse
2019 2019
Taxpayer Spouse
Other Income
Adjustments
Job-related Moving Expenses
Other Income and Adjustments
2019
2019
Name: SSN:
Did you receive, sell, exchange, or otherwise acquire any financial interest in any virtual currency at any time during 2019?
Scholarships or grants not reported on Form W-2
State income tax refund (attach Forms 1099-G)
Social Security Benefits (attach Forms 1099-SSA)
Railroad Retirement Benefits (attach Forms 1099-RRB)
Alimony received
Divorce or separation date Amount
Unemployment compensation (attach Forms 1099-G)
Unemployment compensation repaid in 2019
Gambling winnings (attach Forms W2-G)
Alaska Permanent Fund
ABLE distributions
Other income:
Educator expenses (If you are an educator, enter the amount you paid for classroom supplies
Contributions made to a Health Savings Account (HSA)
Contributions made to a Self-Employed Pension plan (SEP)
Payments made for Self-Employed Health Insurance for you, your spouse, or dependents
Alimony paid
Name
SSN Divorce or separation date
Name
SSN Divorce or separation date
Contributions made to an Individual Retirement Account (IRA)
Contributions made to a Roth IRA
Interest paid on a student loan
Other adjustments:
Select this box and complete the fields below if you are a member of the Armed Forces on active duty,
and moved due to a military order for a permanent change of station.
Number of miles from old home to old workplace
Number of miles from old home to new workplace
Expense to move household goods & personal effects and lodging expenses while traveling to your new home
(Do not include cost of meals)
Drake Software - Individual Organizer - Copyright 2019 N_INC4.LD
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Page 6
General Business Information
Income
Expenses
Cost of Goods Sold
Schedule C - Profit or Loss from Business
2019
2019 2019
2019 2019
2019 2019
Name: SSN:
Business name Employer ID number
Professional product or service
Business address, city, state, ZIP
Payments of $600 or more were paid to an individual who is
This business started or was acquired during 2019 Yes No
not your employee for services provided for this business
This business was disposed of during 2019 Yes No You filed Forms 1099 for the individuals
Gross receipts or sales Other income
Returns & allowances
Advertising Travel
Car & truck expenses Total meals
Commissions & fees Utilities
Contract labor Wages
Depletion Other expenses (list)
Employee benefit programs
Insurance (other than health)
Interest - mortgage
Interest - other
Legal & professional services
Office expenses
Pension & profit sharing plans
Rent or lease (vehicles,
machinery, & equipment)
Rent (other business property)
Repairs & maintenance
Supplies
Taxes & licenses
Inventory at beginning of year Materials & supplies
Purchases Other costs
Cost of personal use items Inventory at end of year
Cost of labor There was a change in inventory method
Drake Software - Individual Organizer - Copyright 2019 N_C.LD
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Page 7
General Property Information
Income
Expenses
Schedule E - Income or Loss from Rental Real Estate & Royalties
2019
Select the property type
2019 2019
Rental unit
expenses expenses
Name: SSN:
Property description
Address, city, state, ZIP
Self-rental
Single family residence Vacation / short-term rental Land
Other
Multi-family residence Commercial Royalties
Number of days property was rented Number of days property was used for personal use
If the rental is a multi-dwelling unit and you occupied part of the unit, enter the percentage you occupied
Payments of $600 or more were paid to an individual who is
Yes No
This property is your main home or second home
not your employee for services provided for this rental
This property was disposed of during 2019
Yes No You filed Forms 1099 for the individuals
This property was owned as a qualified joint venture
Royalties from oil, gas,
Rent income
mineral, copyright or patent
Rental and homeowner
Advertising If this Schedule E is for a
a multi-unit dwelling and you
Auto & travel
lived in one unit and rented
Cleaning & maintenance out the other units, use the
"Rental and homeowner
Commissions
expenses" column to show
Insurance expenses that apply to the entire
property. Use the "Rental unit
Legal & professional fees
expenses" column to show
Management fees expenses that pertain ONLY to
the rental portion of the property.
Mortgage interest
Other interest If the Schedule E is not for a
multi-unit property in which you
Repairs
lived in one unit, complete just
Supplies the "Rental unit expenses"
column.
Taxes
Utilities
Depletion
Other expenses
Drake Software - Individual Organizer - Copyright 2019 N_E.LD
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Page 8
Partnerships, S corporations, Estates and Trusts
Income or Loss from Partnerships, S corporations, and Fiduciaries
2019
Entity Name EIN
Name: SSN:
Provide all copies of Schedule K-1 and attachments
Drake Software - Individual Organizer - Copyright 2019 N_E2.LD
Page 9
General Information
Income
Expenses
Schedule F - Profit or Loss from Farming
2019
2019 2019
2019 2019
Name: SSN:
Principal product Employer ID number
This farm was disposed of during 2019
Yes No Payments of $600 or more were paid to an individual who is not your employee for services provided for this farm
Yes No You filed Forms 1099 for the individuals
Sale of livestock / other items Custom hire income
Cost of items bought for resale Beginning inventory for accrual
Sale of products you raised Ending inventory for accrual
Total cooperative distributions You used unit-livestock-price or farm-price inventory method
Total agricultural payments Other income
Commodity Credit Corporation (CCC) loans:
CCC loans reported
CCC loans forfeited
Crop insurance proceeds:
Amount received in 2019
You elect to defer to 2020
Amount deferred from 2018
Car & truck expenses Repairs & maintenance
Chemicals Seeds & plants purchased
Conservation expenses Storage & warehousing
Custom hire (machine work) Supplies purchased
Employee benefit programs Taxes
Feed purchased Utilities
Fertilizers & lime Veterinary, breeding, & medicine
Freight & trucking
Other expenses
Gasoline, fuel, & oil
Insurance (other than health)
Interest - mortgage (paid to banks, etc.)
Interest - other
Non-W-2 labor hired
W-2 wages paid
Pension & profit-sharing plans
Rent - vehicles, machinery, & equipment
Rent - other (land, animals, etc.)
Drake Software - Individual Organizer - Copyright 2019 N_F.LD
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Page 10
General Information
Income
Expenses
Form 4835 - Farm Rental Income and Expenses
2019
2019 2019
2019 2019
Name: SSN:
Description Employer ID Number
This farm was disposed of during 2019
Income from production of livestock,
grains, and other crops Crop insurance proceeds:
Total cooperative distributions Amount received in 2019
Total agricultural payments You elect to defer to 2020
Commodity Credit Corporation (CCC) loans: Amount deferred from 2018
CCC loans reported Other income
CCC loans forfeited
Car & truck expenses Seeds & plants purchased
Chemicals Storage & warehousing
Conservation expenses Supplies purchased
Custom hire (machine work) Taxes
Employee benefit programs Utilities
Feed purchased Veterinary, breeding, & medicine
Fertilizers & lime Other expenses
Freight & trucking
Gasoline, fuel, & oil
Insurance (other than health)
Interest - mortgage (paid to banks, etc.)
Interest - other
Labor hired (less jobs credit)
Pension & profit-sharing plans
Rent - vehicles, machinery & equip
Rent - other (land, animals, etc.)
Repairs & maintenance
Drake Software - Individual Organizer - Copyright 2019 N_4835.LD
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Page 11
Auto Expense
Business Use of Home
Expenses Related to Business
2019
Mileage
Expenses
Expenses Office expenses Home expenses
Name: SSN:
Name of business vehicle is used for
Description of vehicle Date vehicle was placed in service
Yes No Yes No
This vehicle is available for use during off-duty hours There is evidence to support your deduction
Another vehicle is available for personal use The evidence is written
Number of miles the vehicle was driven during 2019
Business
Commuting
Other
Garage rent Repairs
Gas Tires
Insurance Tolls
Licenses Lease addback
Oil Other expenses
Parking fees
Rental fees
Interest
Property tax
Name of business home is used for
What is the total square footage of your home that was used regularly and exclusively for business
What is the total square footage of your home
For daycare facilities not used exclusively for business, complete the following questions
How many days during the year was the area used
How many hours per day was the area used
The daycare facility was in operation for the entire year
Mortgage interest In the "Office expenses" column,
enter those expenses that
Real estate taxes
pertain exclusively to your office;
Excess mortgage interest in the "Home expenses" column,
enter those expenses that
Excess real estate taxes
pertain to the entire dwelling.
Insurance
Rent
Repairs & maintenance
Utilities
Other expenses
Drake Software - Individual Organizer - Copyright 2019 N_EXP.LD
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Page 12
Medical and Dental Expenses Charitable Contributions
Other Miscellaneous Deductions
Taxes Paid
Job Expenses & Certain Miscellaneous Deductions
Interest Paid
Schedule A - Itemized Deductions
2019
Donations to charity
Cash Noncash Amount
Name: SSN:
Health insurance premiums (paid by you)
Church
Long-term care premiums (you)
Boy or Girl Scouts
Long-term care premiums (your spouse)
Goodwill
Long-term care premiums (dependents)
Red Cross
Mileage driven for medical purposes
Salvation Army
Medical and dental expenses
United Way
Doctor, dental, etc
Veterans
Prescription medicines
Hospital
Insulin
University
Glasses and contacts
Other
Hearing aids
Miles driven for charitable purposes
Braces
Medical equipment & supplies
Amortizable bond premiums
Hospital services
Federal estate tax
Laboratory services
Gambling losses
Nursing services
Impairment-related work expenses
Other
Claim repayments
Unrecovered pension investments
State and local income taxes
Loss from other activities from Schedule K-1
Sales tax
Ordinary loss debt instrument
Real estate taxes
Personal property taxes
Necessary job expenses you paid that were not reimbursed by your
employer
Other taxes (list)
Safety equipment, tools, & supplies
Uniforms
Protective clothing (shoes, hardhats, glasses, etc.)
Dues to professional organizations
Mortgage interest paid (attach Form 1098)
Some of your home mortgage loan was not Books & subscriptions
used to buy, build, or improve your home
Other
Mortgage interest paid to an individual
Paid to: Tax preparation fees
Name
Other nonpersonal expenses related to taxable income
Address
Safe deposit box fees
City, State, ZIP
Investment expenses not entered elsewhere
SSN or EIN
Other
Investment interest
Qualified mortgage insurance premiums
Home equity interest
Drake Software - Individual Organizer - Copyright 2019 N_A.LD
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Page 13
Mortgage Interest
Employee Business Expenses
Casualties and Thefts
Other Information
2019
Mortgage Mortgage
interest insurance Real estate
Lender's name received premiums taxes paid
NOT reimbursed Reimbursed by your employer
by your employer not included on your W-2
Name: SSN:
Provide all copies of Form 1098
You are a qualified performing artist You are a member of the clergy
You are a fee-based state or local government official You used your personal vehicle for your job during 2019
You are a disabled employee with impairment-related work expenses
You are a reservist
Parking fees, tolls, local transportation
Meals
Overnight business travel expenses
(Do not include meals & entertainment)
Other business expenses
FEMA code FEMA code
Property description Property description
Property location Property location
Date property was acquired Date property was acquired
Date property was damaged or stolen Date property was damaged or stolen
Cost of property damaged or stolen Cost of property damaged or stolen
Amount of damage Amount of damage
Insurance reimbursement Insurance reimbursement
Drake Software - Individual Organizer - Copyright 2019 N_OTHER.LD
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Page 14
SSN
or
Name of care provider Address Amount paid
EIN
Child and Other Dependent Care Expenses
Education Expenses
Other Information
2019
Type of expense Amount Type of expense Amount
Type of expense Amount Type of expense Amount
Type of expense Amount Type of expense Amount
Name: SSN:
Provide all copies of Form 1098-T
Student name Student name
Student name Student name
Student name Student name
Drake Software - Individual Organizer - Copyright 2019 N_OTHER2.LD
Page 15
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Completed 24 July 2021

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