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

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Lived in a state that imposes sales taxes, and purchased items normally subject to that state’s sales tax on which sales tax was not paid Contacted by the IRS regarding identity theft, and received a 6-digit identity protection PIN (IRS Notice CP01A) Had a loss on the sale or disposition of stock or securities, AND reacquired substantially identical stock or securities within 30 days before or after the date the loss was realized Held a tax credit bond, such as a clean renewable energy bond, a qualified school construction bond, or a qualified mortgage credit certificate (MCC) Entitled to a Health Coverage Tax Credit. This credit may be available if you were a Trade Adjustment Assistance (TAA) recipient, alternative TAA recipient; reemployment TAA recipient, or Pension Benefit Guarantee Corporation (PBGC) pension recipient; and you paid health insurance premiums. Interest in, or a signature or other authority, over a financial account (examples: a bank account, securities account…) in a foreign country Distribution from, or grantor of, or transferor to a foreign account Had “Specified Foreign Financial Assets” in excess of $50,000 as of 12/31/2013 or in excess of $75,000 at any time during 2013 Sold an asset, such as real estate, that was previously subject to a loan workout or debt forgiveness modification New Client (provide copies of tax returns for the past three years) New Client and paid Alternative Minimum Tax (AMT) in a previous year New Client and received a First-Time Homebuyer or Long-Time Resident Credit for purchasing a home after 04/08/2008

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