Home Download Forms Contribute Forms Form Search Links Terms of Service Contact Us                     20XX TAX PLANNING OPPORTUNITY PIC, InChng, Prep. Revr--Please list client name and code, check appropriate items, circle choices and insert amounts as you work on the return.   PARENT1 YOU CAN ADD YOUR KIDS INCOME ONTO YOUR RETURN IN 2003.       PARENT2 YOU CAN'T CLAIM YOUR 25 YEAR OLD COLLEGE STUDENT ANYMORE.       PARENT3 MUST HAVE SOCIAL SECURITY NUMBERS FOR CHILDREN.       KIDNO KIDS UNDER 14 DIDN'T HAVE INCOME (AND/OR NEXT)       KIDYES KIDS UNDER 14 PAID TAXES (ALSO CHECK "PARENT1")       SSBEN YOU PAID TAX ON SOCIAL SECURITY ($25,000 OR $32,000) H$ W$   TAXFREE ADJUST YOUR BASIS FOR TAX-FREE DIVIDENDS (ADD LIST OVER) $     LT CARE INSURANCE PREMIUMS DEDUCTIBLE $     REINV DIVIDEND REINVESTMENT PLAN RECORDS $ $   MUTUAL FUNDS BUYING / SELLING MUTUAL FUNDS $ $   SETAXDED ONE-HALF SE TAX DEDUCTION $ $   SELFEMP DEDUCTION FOR 100% OF S/E MEDICAL INSURANCE $ $   NOIRA ELIGIBLE FOR IRA BUT DIDN'T WANT $ $   IRA-WD CONTRIBUTION LIMITED...YOU SHOULD WITHDRAW $ $   IRA-ND CONTRIBUTION LIMITED...LEFT IN TO EARN $ $   ROTH IRA NEW ROTH IRA MAY BE BENEFICIAL $ $   EDUC PLAN NEW EDUCATIONAL INCENTIVES MAY BE BENEFICIAL $ $   LOAN INTEREST PAID BY LOAN/MARGIN PROCEEDS ($) NOT DEDUCTED $ $   VESTINT INVESTMENT INTEREST DEDUCTIONS CARRIED OVER TO 2003. $ $   COMPENSATON REASONABLE COMP. ISSUES. $ $   EFTPS YOU MAY MEET REQUIREMENTS FOR ELECTRONIC TAX DEPOSITS (RECORD TO DUE DATE) $ $   50-50% THE 50% DISSALLOWANCE APPLIED TO MEALS, ENTERTAINMENT, ETC. $ $   SELLER YOU HAVE A SELLER FINANCED MORTGAGE $ $   HOME BUSINESS-IN-HOME EXPENSES LIMITED AND CARRIED FORWARD $ $   USED BUSINESS-IN-HOME EXPENSES LAST YEAR USED THIS YEAR $ $   CONTRIB250 RETURN INCLUDED CHARITABLE CONTRIBUTION OR $250 OR MORE $ $   PHONE BASIC COST OF SOLE HOME PHONE LINE USED FOR BUSINESS $ $   SEC179 WE DID or DIDN'T USE SEC 179 ON                   (DELETE ONE PARAG.) $ $   NOLFWD NET OPERATIONG LOSS C/O - INTEREST FED and ST $ AMOUNTS F$ S$   ACRSSTLN WE USED STRAIGHT LINE NOT ACCELERATED BECAUSE ....... $ $   NOLBACK NET OPER LOSS CARRIED BACK AND CLAIM FOR REFUND ($) $ $   PASSIVE PASSIVE ACTIVITY LOSSES/CREDITS WERE SUSPENDED TO FUTURE YEARS $ $   CAPLOSS CAPITAL LOSS CARRY-OVER TO 2003 IS      ($)       $ $   ALLOWED PRIOR PASSIVE LOSSES/CREDITS WERE USED TO COMPUTE $ $   NEW CREDITS YOUR TAXES WERE REDUCED $ $   SITTER CHILD CARE CREDIT TAKEN (OR NEXT PARAGRAPH) $ $   NOSITTER CREDIT NOT TAKEN BECAUSE NO FICA RETURNS  START FILING FORM $ $   CREDITS YOU HAD--    NEW JOBS   ITC   LOW INC HSNG   C/O FREED $ $   ITEMPERS ITEMIZED DEDUCTION AND PERSONAL EXEMPTIONS WERE LIMITED ID$ PE$      >>>>>>>> I/D ($137,300) OR ($68,650)   P/E   Single ($137,300)  Joint ($206,000)  MFS ($103,000)  HH ($171,650) ID$ PE$ CLIENT NAME:               TPO DRAFT TYPED BY:  TPO DRAFT   REVIEWED BY: CLIENT CODE:               INITIALS DATE TPO DRAFT TO:     INITIALS   DATE     AED RJT           CPGNRATE CAPITAL GAIN RATE APPLIED $ $   ALTMIN ALTERNATIVE MINIMUM TAX CAUSED BY           $ $   CORPLIFE   AMT   ACE PROBLEM WITH LIFE INSURANCE $ $   2210-210 UNDERPAYMENT PENALTY ADDED TO RETURN - FED AND OR ST ($) $ $   WH-EST WITHHOLDING OR ESTIMATED TAX PROBLEM (SEE BELOW) $ $   NOES-MIN PRIOR YEARS ESTIAMTED TAX LESS THAN MINIMUM $ $   REFUND REFUND DUE FROM FEDERAL ($)   STATE ($) F$ S$   ES-EX1 WATCH NEW ESTIMATED RULES - EXCEPTION #1 $ $   20XX-UNSAFE THE 20XX WITHHOLDING/ESTIMATED PAYMENTS MAY NOT BE SAFE ESS $ $ W/H $ $   DNI THE FIDUCIARY ACCOUNTING NET INCOME....       FIDU-ESS NO FIDUCIARY EST TAX PREPARED       FIDUNEW WE PREPARED ESTIMATED TAX VOUCHERS FOR 2003.       NRW-H NON-RES REQUIREMENTS FOR SHAREHOLDERS/PARTNER/BENEFICIARY       CLEAN PAYROLL TAXES ON CLEANING PERSON       1099 FORM 1096/1099 FOR YOUR BUSINESS       SCHC&E VARIOUS BUSINESS RETURNS REQUIRED       SALEUSE WATCH YOUR SALES TAX RULES       ESTPLAN REVIEW YOUR ESTATE PLAN/WILL REGULARLY       DEPRVW REVIEW DEPRECIATION FOR NEXT YEAR & PROPERTY RETURN