MISCELLANEOUS QUESTIONS OUR CLIENTS SHOULD CONSIDER
FOR YEAR 2000 TAX PREPARATION
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If any of the following items pertain to you or your spouse for 2000, please check the appropriate box and include all pertinet details. attach additioanl schedules if necessary.
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 PERSONAL INFORMATION
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 Did your marital status change during the year?
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 Did your address change during the year?
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 Could you be claimed as a dependent on another person's tax return for 2000?

 

 
DEPENDENTS
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 Were there any changes in dependents?
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 Were any of your unmarried children who might be claimed as dependents 19 years of age or older at the end of 2000?
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 Did you have any children under age 14 on January 1, 2001 with interest and dividend income in excess of $700, or total investment income in excess of $1400?

 

 
INCOME
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 Did you receive unreported tip income of $20 or more in any month
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 Did you cash any Series EE U.S. Savings Bonds issued after 1989 and pay qualified higher education expenses for yourself, your spouse, or your dependents?
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 Did you receive any disability income?
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 Did you have any foreign income or pay any foreign taxes?

 

 
PURCHASES, SALES AND DEBT
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 Did you start a business or farm, purchase rental or royalty property, or acquire an interest in a partnership, S corporation, trust, or REMIC
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 Did you purchase or dispose of any business assets (furniture, equipment, vehicles, real estate, etc.), or convert any personal assets to business use?
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 Did you buy or sell any stocks, bonds or other investment property? Specify the sale of any collectibles (e.g., artwork, gems, stamps, coins) and any qualified small business stock.
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 Did you purchase, sell, or refinance your principal home or second home, or did you make a home equity loan?
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 Did you have any debts cancelled or forgiven?
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 Did anyone owe you money, which had become uncollectible?

 

 
RETIREMENT PLANS
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 Did you receive a distribution from a profit-sharing plan, retirement plan, or individual retirement arrangement (including Traditional, Roth, and Education IRAS)?
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 Did you convert from a Traditional IRA to a Roth IRA?
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 Did you contribute to a Traditional, Roth, or Education IRA?

 

 
ITEMIZED DEDUCTIONS
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 Did you incur a loss because of damaged or stolen property?
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 Did you work out of town for part of the year?
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 Did you use your car on the job (other than to and from work)?

 

 
MISCELLANEOUS
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 Do you want to allocate $3 to the Presidential Election Campaign Fund?
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 Does your spouse want to allocate $3 to the Presidential Election Campaign Fund?
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 May the IRS discuss this return with the preparer?
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 Did you have an interest in or signature or other authority over a financial account in a foreign country, such as a bank account, securities account, or other financial account?
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 Did you receive a distribution from, or were you the grantor of, or transferor to, a foreign trust?
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 Was your home rented out or used for business?
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 Did you have a medical savings account (MSA), a Medicare + Choice MSA, or acquire an interest in an MSA or a Medicare + Choice MSA because of the death of the account holder? Or, were you a policyholder who received payments under a long-term care (LTC) insurance contract or received any accelerated death benefits from a life insurance policy?
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 Did you incur moving expenses due to a change of employment?
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 Did you incur any adoption expenses?
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 Did you engage the services of any household employees?
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 Were you notified or audited by either the Internal Revenue Service or the State taxing agency?
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 Did you or your spouse make any gifts to an individual that total more than $10,000, or any gifts to a trust?