Phone * Alternate Phone Email Is this your first year at Musselman Tax and Bookkeeping? *
New clients, please provide previous 2 years tax returns as well
Are all W2’s & 1099’s provided? * Did anyone receive any RETIREMENT DISTRIBUTIONS/PENSIONS and are all 1099-R’s provided? *
A 1099-R tax form reports distributions from a retirement plan — income you might have to pay federal income tax on. But the form isn’t just for retirees drawing on their nest eggs. There are other situations when you might get a 1099-R before you retire. If you took a distribution, you should have a form for each account.
Did you, your spouse or a dependent receive Social Security benefits last year? *
This could be disability or senior eligible benefits.
Are you claiming dependents this year? * Do you have childcare expenses? * Do you rent? (Rent Credit) * Do you itemize usually? * Do you have charitable contributions? * Do you owe Michigan Use Tax? *
This is sales tax owed on personal items purchased outside of Michigan (ex: cigarettes, alcohol, fireworks, etc.)
VIRTUAL CURRENCY: At any time during the tax year did you receive, sell, send, exchange, or acquire, any financial interest in any virtual currency? * HEALTH CARE COVERAGE: Did you purchase your health care through the Marketplace? * If you are getting a refund, and you would like to have your refund direct deposited into your account, we need your routing number and account number of the account it is to be deposited to. If you do not give us the information here, or wish not to, we will need you to call us at (810) 736 1667 (Burton) or (989) 724 3277 (Harrisville) to provide us with that information before we can transmit your taxes. Would you like to give us that information now? * Would you like your Tax Preparation bill taken out of your refund? **Please note the bank charges $58.95 on top of your preparation fee. If you do not get a refund or if you owe back taxes, you will not qualify. If the bank does not approve, YOU will be responsible for the tax preparation fee. * Did you have any of the following Residential Energy Credits? • Qualified Solar Electric, Water, Wind or Geothermal property costs • Insulation • Exterior doors or windows • Metal or asphalt roof installed (Not patched) • Natural gas, propane or oil furnace or hot water boiler • Advanced main air circulating fan If so, please include receipts for said purchases or installations. *
You may upload receipts at the end of the form along with other information needed.
Was the taxpayer or spouse a member of the U.S. Armed Forces at any time during 2020? * Enter the amount, if any, of the first economic stimulus payment you received (before offset for any past-due child support payment). This was generally received in Summer 2020. * Enter the amount, if any, of the second economic stimulus payment you received (before offset for any past-due child support payment). This was generally received in December 2020 or January 2021. * Have you included all 1099-Gs for anyone who collected Unemployment? * Are any retirement distributions Covid-19 related? * If you are self-employed, did you receive any Covid-19 related Grants or Loans? If so, include the verification paperwork with amount received and dates. * ADDITIONAL Information that will help us with your taxes, or questions? * Please upload your documents here.
Secured file upload. No information will be shared outside Musselman Tax and Bookkeeping. By uploading these documents you understand that they are solely for the benefit of completing your taxes, accounting or bookkeeping.