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Tax Return Preparation Checklist (Tax Year 2013) - page 3 / 5





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Real estate tax paid Personal property tax paid (if assessed annually AND based on % of value) Sales tax paid (if more than state & local income taxes paid/withheld) Real estate sold (settlement sheet) Real estate purchase (settlement sheet, loan agreement) Mortgage interest paid on a house, boat, RV, camper, trailer… (Form 1098) Mortgage payment due in January, 2014 was paid in 2013 Mortgage insurance premium paid on an insurance contract issued after 2006 Refinanced, or paid off, a mortgage Donated money to a charity. A contribution record is required (such as a bank statement, canceled check…) showing the charity’s name, contribution date, and amount. For any contribution of $250 or more at a single time, a “special acknowledgment” is needed from the charity before your tax return is filed. For contributions made by payroll deduction, you must keep a pay stub, Form W-2, or other document from your employer showing the date and amount contributed, the charity’s name, and a pledge card or other document. Donated property to a charity (such as clothing to Goodwill). If you donate a single item (other than publicly-traded stocks or other securities) having a value of $500 or more, or multiple items having a total value of $5,000 or more, an independent appraisal must be attached to your tax return. Performed volunteer work for a charity involving the use of your car, or had out-of-pocket volunteer expenses Purchased and installed a qualified energy-efficiency improvement (excluding installation costs) in your main Home: exterior window or skylight; exterior door; insulation material or system; or a metal or asphalt roof that has appropriate pigmented coatings or cooling granules Purchased and installed qualified residential energy property (including installation costs) in your main Home: high-efficiency heating or central air conditioning; water heater; heat pump; biomass-burning stove; solar electric system; hot water boiler; geothermal heat pump; wind turbine…

Homeincludes a house, houseboat, mobile home, cooperative apartment, condo, and certain manufactured homes.

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You turned age 70 ½ in 2013 and have an IRA or other retirement account Owned, acquired, sold, exchanged, or disposed of an investment other than securities (example: land) Margin interest paid

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