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Use the following guidelines while gathering up your important tax documents for your 2023 personal tax returns. Please bring all required documents with you when having our tax preparation experts prepare and file your Federal and Missouri tax returns.

Iskoristite sljedece informacije da sto bolje pripremite dokumentaciju za obradu takse.

 Important Tax Documents/ Dokumente koje treba pripremiti

• W2 and 1099-MISC
• Unemployment 1099-G
• Pension 1099-R
• Social Security 1099-SSA
• State and Local Income Tax Refunds 1099-G
• Gambling and Lottery Winnings W2-G
• Investment Income and Stock Transactions 1099-INT, 1099-DIV, 1099-B
• Business and Partnership Income K-1
• Mortgage Interest 1098-Mortgage Interest
• Student Loan Interest 1098-E
• College Tuition 1098-T
• HSA / MSA Distributions 1099-SA

. Miscellaneous Income

• Alimony Received
• Jury Duty Pay

 Dependents/ Imena svih clanova porodica, Social Security brojevi, datumi rodjenja, podaci o cuvanju djeteta, suma placena, adresa ustanove ili osobe, i poreski broj (soc. sec. broj, ili EIN)

• Full Name, SSN, Date of Birth, and number of months living with you
• Statement from daycare showing daycare name, address, tax ID #, and the amount you paid
• Copy of divorce decree section which spells out which parent claims the child each year
• Proof of residency if the child is not your son or daughter

 Divorce and Separation/ U slucaju razvoda, papri o razvodu, i podaci o dodjeli djeteta za svrhu obradu takse.

• Copy of divorce decree section which spells out which parent claims the child each year
• Copy of divorce decree section related to filing status which determines if you will be: Married Filing Jointly,  Married Filing Separately,  Head of Household, or Single

• Copy of divorce decree section related to tax deductions including:

 College Expenses/ Troskovi vezani za placanje Collega, kompjutera za skolovanje, kamata placena na studentski kredit.

• Tuition and Fees typically on 1098-T
• Books and Supplies not on 1098-T
• Computers and Laptops
• Receipt of Scholarships and Fellowships
• Student Loan Interest Paid typically on 1098-E

 Tax Credits/ Povlastice na osnovu primanja, broja djece, placanja cuvanje djece, ulaganje u penzione fondove, i placanje troskova skolovanja.

• Earned Income Credit – determined based on income and dependents
• Daycare Credit – determined based on income and amount paid
• Child Tax Credit – determined based on the age and dependency status of the child
• Retirement Savings – determined based on income and previous distributions
• Education Credits –determined based on income, expenses paid, dependency (if for child)

 Loan Interest/ Kamate za odredjene kredite, za kucu, kucu za odmor, u nekim slucajevima kamata na kredit za motorno vozilo, kamata na poslovni kredit. 

• Home Mortgage Interest typically on 1098 Form
• Interest on a second home
• Automobile Loan interest – deductible in some instances
• Investment Interest – normally provided by a broker but ask
• Business Interest – see the Small Business Tax Checklist

 Meals and Entertainment/ Troskovi za hranu i putovanje

• Provide receipts for meals and entertainment related to your job or work
• Business Meals and Entertainment – see the Small Business Tax Checklist

 Automobile/ Troskovi u vezi automobila, u slucaju da je automobil doniran, datum doniranja, ime i adresa ustanove milje u trenutku doniranja.

• If you have a job or work-related use of your automobile please provide: a mileage Log or some other record of the number of miles driven for work
  – Personal Property Tax paid for the vehicle
  – Loan Interest paid for the vehicle
  – Amount of reimbursement that you received
• If you donated your vehicle to a charity please provide:
  – Year, Make, Model, VIN#, Odometer Reading
  – Date of Donation
  – Name, Address, Tax ID# of charity
  – Fair Market Value of vehicle when donated
  – Did the charity keep or sell the vehicle?
  – What was the sale price if the charity sold the vehicle?
  – 1099-C if you received it

 Travel/ Troskovi putovanja, hoteli, rentanje auta, koji su povezani sa poslom koji se obavlja.

• If you traveled for work please provide receipts for:
  –  Transportation-Airfare, Trains, Rental Cars, Taxis
  – Rental Car Fuel
  – Lodging
  – Laundry / Dry Cleaning
  – Fees
  – Amount you were reimbursed

• Business Travel – see the Small Business Tax Checklist

 Telephone and Internet/ Troskovi telefona i interneta koji su povezani sa obavljanjem posla

• If you use your cell phone, home phone, or internet connection for work please provide:
  – % of time used for work
  – Amount paid for monthly phone service
  – Cost of equipment purchases

 Insurance/ Osiguranja, zdravstveno, i druge vrste u slucaju da se mogu prikazati u odredjenim situacijama

• Insurance is not always deductible but ask your tax preparer whether you can deduct:
  – Health Insurance – paid out of pocket
  – Auto Insurance
  – Life Insurance
  – Homeowners/Renters Insurance
  – Disability Insurance

 Home Office/ Troskovi Ofica u kuci. 

• If you used a portion of your home for work please ask your tax preparer if you qualify for a home office deduction.  If you qualify you will be asked to provide:
  – Rent Paid
  – Mortgage Interest typically on 1098
  – Real Estate Tax
  – Homeowners/Renters Insurance
  – Utilities (Electric, Gas, Water, Sewer, Trash, Fax or Second Phone, Internet)
  – Repairs – General
  – Repairs – Specific to the office
  – Maintenance (Lawncare, Snow Removal, Pest Treatment, Cleaning)
  – Association Dues
  – Furniture and/or equipment used in the home office

 Medical Expenses/ Troskovi za medicinske usluge, lijekove, milje  u svrhu odlaska doktorima, terapije, troskovi za kupovinu naocara, ili sociva.

• Medical expenses typically have to exceed a certain dollar threshold before they become deductible.  Discuss with the tax preparer before compiling these expenses.  You may be asked to provide:
  – Medical Insurance
  – Long Term Care Insurance
  – Dental Insurance
  – Fees and Copays paid to Doctors and Hospitals
  – Prescription Medicine
  – Eyeglasses or contacts
  – Dental Care
  – Ambulance Fees
  – Certain expenses for home alterations
  – Vehicle Conversions
  – Reimbursements Received for medical expenses
  – Mileage driven for medical care

 Homeowner / Renter Information/ Kamata na kredit za kucu, taksa placena za kucu, troskovi selidbe ako se kvalifikuju.

• Mortgage Interest typically on 1098
• Real Estate Tax paid during the tax year
• Home office expenses
• Moving expenses
• Provide closing statements for the sale or purchase of any home during the tax year

Tax Payments/ Placene takse, za kucu, auto, sale taksa placena na kupovinu auta, camca, itd

• Real Estate Tax paid during the tax year
• Personal Property Tax paid during the tax year
• Sales Tax paid on major purchases (car, boat, RV, etc.)
• IRS, State, and Local tax payments and estimates paid during the tax year

 Retirement Contributions/ Ulaganje u penzione fondove

• Traditional or Roth IRA, Keogh, etc

18. Gambling Winnings and Losses

• Provide W2-G for winnings
• Provide statements supporting losses

 Miscellaneous Deductions/ Ostali troskovi, kao sto je placena obrada takse, u odredjenim slucajevima troskovi advokata, gubitak vlasnistva koje osiguranje nije nadoknadilo, placanje safe deposit box.

• Safe Deposit Box Fees
• Investment Fees
• Tax Preparation Costs
• Adoption Expenses
• Casualty and Theft Losses
• Legal Fees

 Work Expenses/ Troskovi povezani sa poslom, Unija, troskovi ucitelja za kupovanje sredstava za nastavu, telefon i internet.

• Union Dues
• Teachers deduction
• Training, Education, and License Fees
• Automobile Expenses
• Telephone and Internet Expenses
• Meals and Entertainment
• Gifts
• Travel Expenses
• Home Office
• Provide amounts you received as reimbursement

 Charitable Donations/ Razlicite vrste donacija, u novcu, robi, auto, radu.

• For Cash Donations provide the date paid and the amount
• For Cash Donations over $250 provide a receipt from the charity
• For Non-Cash Donations provide the:
  – Name, Address, Tax ID# of charity
  – Date of Donation
  – Description of donated items
  – Condition and cost of donated items
  – For Automobile Donations provide the:
  – Year, Make, Model, VIN#, Odometer Reading
  – Date of Donation
  – Name, Address, Tax ID# of charity
  – Fair Market Value of vehicle when donated
  – Did the charity keep or sell the vehicle?
  – What was the sale price if the charity sold the vehicle?
  – 1099-C if you received it