Open Roads Bookkeeping

We clean and organize your books, removing the stress from finances and taxes so you can have more family time.

Tax Prep List

Your tax preparation list. Please include any other information you know will be needed.

Marrital Status

Do you have children?

Employment Status

Income Questions (click all that apply)

Were you divored or seperated before Jan. 1 2024?

Education

Other Questions

Your Tax Prep List

  • SSN or ITIN
  • Prior year tax return
  • View or create an IRS acct. to view your AGI
  • Last year’s AGI
  • Spouses SSN or ITIN
  • Childcare information (name, adddress, tax ID, amount paid)
  • W2
  • Unemployment on Form 1099-G
  • Records of all income reported on 1099s(1099-NEC, 1099-K, 1099-MISC)
  • Rideshare driver’s annual summary
  • Self-employed health insurance
  • Records of all business related expenses
  • Keogh, SEP, Simple, and other self-employed plan contributions
  • Receipts for business equipment
  • Home office expenses
  • Record fo estimated tax payments made (1040ES)
  • Received income from S-Corp, partnership, or trust
  • Rental income (Could be reported on 1099-MISC)
  • Rental property expenses (mortgage interest, property taxes, supplier, repairs, etc.)
  • Rental property purchase information (purchase price, date of purchase, etc.)
  • Losses from stock sales carried over from the previous year
  • Income reported from sales of other property reported on Form 1099-S, 1099-B
  • Expenses related to investments
  • Retirement income Form 1099-R
  • Social Security income Form SSA-1099, RRB-1099
  • HSA/MSAs reported on Form 1099-SA
  • Home sales Form 1099-S
  • Cancelled debt Form 1099-A, Form 1099-C
  • Alimony received
  • Alimony paid
  • Gambling winnings on Form W2-G
  • Form 1098-T
  • Student loan interest on Form 1098-E
  • Mortgage interest and refinancing
  • Form 1098 form mortage company/s
  • Property tax bill
  • Settlement statement if purchased of refinanced a home
  • State and local income taxes paid (excluding sales tax)
  • Personal property taxes (unless property taxes included on Form 1098)
  • Vehicle sales tax
  • Moving expenses
  • Receipts for charitable donations (including mileage driven to volunteer)
  • Medical and dental espenses (including mileage driven to appointments)
  • Health Insurance Marketplace Form 1095-A
  • IRA contributions on Form 5498
  • Teacher Ed. expenses
  • HSA/MSA contributions on Form 5498-SA
  • Receipts for home energy-efficient equipment
  • Electric vehicle purchase
  • Non-business bad debt (Deductable up to $3,000)
  • Casualty loss receipts