TAX INFORMATION SHEET

You MUST bring in your tax bills for both summer and winter taxes.

PLEASE provide receipts for all property taxes- PAID and NOT PAID

 

TAXES PAID 

      AMOUNT PAID
Real Estate (Home)  _____________________ 
Real Estate (Other)  _____________________ 
Licenses (Car Tabs)  _____________________ 
Other Taxes  _____________________ 
   

INTEREST PAID 

      AMOUNT PAID
Home Mortgage  _____________________ 
Home Equity Loan  _____________________
Home Equity Loan  _____________________
Land Contract  _____________________
Name of L.C. Holder  _____________________
Address of L.C. Holder  _____________________
     City, State, Zip _____________________
SSN of Holder  _____________________
 

CHILD CARE 

      AMOUNT PAID
Child Care Amount  _____________________ 
Child Care Provider  _____________________ 
Address of Provider  _____________________ 
     City, State, Zip _____________________ 
Provider ID or SSN  _____________________ 
   
 

CONTRIBUTIONS

      AMOUNT PAID
Church          _____________________ 
Church  _____________________ 
Cancer Society  _____________________ 
Disabled Vets  _____________________ 
Heart Association  _____________________ 
March Of Dimes  _____________________ 
United Funds  _____________________ 
United Way  _____________________ 
Muscular Dystrophy  _____________________ 
Salvation Army  _____________________ 
Scouts (Boys & Girls)  _____________________ 
Clothing   _____________________ 
Other:  _____________________ 
Other:  _____________________ 
Other:  _____________________ 
   

SPECIAL MICHIGAN CHARITIES 

      AMOUNT PAID
Channel 56  _____________________ 
Gleaners Food Bank  _____________________ 
Pontiac Resue Mission  _____________________ 
COTS  _____________________ 
Forgotten Harvest  _____________________ 
Haven  _____________________ 
Rave  _____________________ 
   

MEDICAL - YOU PAID 

      AMOUNT PAID
Medical Insurance  _____________________ 
Doctors & Dentists  _____________________ 
Prescription Drugs  _____________________ 
Hospitals  _____________________ 
Ambulance Fees  _____________________ 
Lab Fees / X-Rays  _____________________ 
Eyeglasses  _____________________ 
Dentures  _____________________ 
Hearing Aids  _____________________ 
Medical Mileage  _____________________ 
Lodging Expenses  _____________________ 
Other  _____________________ 
   

MISC. DEDUCTIONS 

      AMOUNT PAID
Employee Bus. Exp.  _____________________ 
Prof. Licenses  _____________________ 
Unreimbursed Mileage  _____________________ 
Union Dues  _____________________ 
Uniforms  _____________________ 
Safety Shoes  _____________________ 
Safety Equipment  _____________________ 
Work Tools  _____________________ 
IRA Fees  _____________________ 
Safety Dep. Box  _____________________ 
Tax Prep Fee  _____________________ 
Continuing Education  _____________________ 
Vocational Supplies  _____________________ 
Job Search Expenses  _____________________ 
Other  _____________________ 
   

Include all W-2 forms, interest, dividends, pension, unemployment statements, business and rental income, tip income, social security statements, statements from distributions received, and any other statements pertaining to income.

All children must have Social Security Numbers.

IMPORTANT:  If, during this year, you bought or sold a home, sold stock or mutual funds, or started a business, we will need additional information in order to complete your tax return. Please call our office as soon as possible so we can send you additional information and worksheets which you will need to complete before your tax appointment.

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