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Vern and Sandys Forsythe Tax & Accounting

Checklist Continued: 2013 ITEMIZED DEDUCTIONS CHECKLIST (Must exceed: $ 12,200 married filing joint; $ 6,100 single or Married filing separately; $ 8,950 HOH) HELPFUL HINT: Bring 2013 checkbook regist
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    81 38th Ave NE Suite 1, Minneapolis, MN 55421
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What to Bring? Checklist for 2013 Tax Returns (You will need SOME or ALL of these items) 1. 2012 Tax Return 2. Income information for 2013: a. W-2 (s) from employer (s) b. Bank and other interest income (Bring original statements of 1099's ) c. Stock dividend statements and broker statements d. Broker statements for both the original stock purchase and sale of stock e. U. S. Bond and Treasury bill income statements f. Municipal bond income (both taxable and non-taxable) g. Unemployment compensation (fully taxable) h. Social Security and Railroad Retirement statements I. Pension statements (1099-R) j. IRA distributions, lump sum distributions and all other 1099 income k. Self-employment income AND expense records (including 1099's ) l. Gambling, scholarship and other miscellaneous income records m. All ROTH statements (new or converted) 3. All stockbroker transactions statements and final year end statements 4. Rental income and expenses 5. End-of-year IRA/ROTH IRA statements 6. Sale of Personal Residence (consult tax preparer if owned and occupied less than 2 years) 7. Dependents: Original Social Security Cards showing registration of name per Social Security Administration. Also Dependent's income information. 8. Adjustments to income: a. IRA (Individual Retirement Account) / SEP (Self-Employed Pension) Plans b. Self-employed Medical Insurance Premiums paid c. Penalty for early cash-in of bank certificates d. Alimony paid including Social Security number of recipient e. Student loan interest paid f. Educational expenses paid for self, spouse and dependents 9. Completed ITEMIZED DEDUCTIONS CHECKLIST-or equivalent (over) 10. Homestead, Rebate or Rent Credit (CRP) a. Taxable and non-taxable income (include welfare, worker's comp etc) b. Rent statement (CRP): This form should be provided to you from your landlord by January 31st. It must be completely filled out and signed by the landlord. The landlord could be penalized for not providing you with one. This penalty may be as much as $100.00. c Homeowners: please provide both the 2013 and 2014 property tax statements (if available). 11. Miscellaneous: Child and Dependent care expenses (including provider?' name, address and SS #) Death certificate (copy) of deceased taxpayer, Estimated Federal/State taxes paid


Insurance sounds boring and dreary to most people. Not for us at Vern and Sandys Forsythe Tax & Accounting, however. While it is a serious business, we do not see insurance as boring - it is after all the business of keeping people in their homes, from going out of business and getting back on the road – essentially helping people lead normal lives and recover from disaster. This is interesting stuff! We are partnered with the right insurance carrier/s, people we have been doing business with for years. This enables us to comparison shop and gets you (our client) the best deal available. And the best deal is not always about price – but, hey – price is a big factor and we will never stop fighting to get you the best price. We help our clients with all kinds of insurance, but here are the main insurance types our agency focuses on -
  1. Auto insurance – do you know what coverage you have? Most of our clients gloss over when we start talking liability, collision, comprehensive insurance coverages. And why do the limits have to be different based on your specific needs? Rest assured, we understand what is needed to operate a vehicle in and around Minneapolis, MN and will handle all the details for you.
  2. Business Insurance – own or operate a business? Do you need insurance before you can execute on a job/contract? Not sure what type of insurance you need? Do you just need the minimum or are you thinking about future exposure to lawsuits and injury claims? Our commercial insurance agents are standing by to help you get the right policy to help your business succeed.
  3. Homeowners insurance – who knows where the value lies in an insurance policy when it comes to something as local-specific as insurance for a structure, building, home in a specific location – your local insurance agent – that’s who! Let us showcase our knowledge of the area in and around Minneapolis, MN. You will be confident that you found the best local partner for your insurance needs.

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