Client Supporting Services

• Did you buy or sell any stock, bonds, or other investments during the year?
• Did you sell, exchange, or purchase any real estate during the year?
• Did you have any childcare expenses during the year?
• Did you pay out-of-pocket medical or dental expenses dur the year?
• Did you pay tuition expenses that were required for attending college, university or vocational school during the year?

• Did you make cash donations to charity during the year?
• Did you make noncash donations to charity during the year?
• Did you receive any payments from a pension, profit sharing, or 401(k) plan during the year?
• Did you make any contributions to, withdrawals from, or execute any rollovers from an IRS, Roth, Keogh, SIMPLE, SEP, 401(k), or other during the year?

• Do you use a designated office space in your home for business purposes?
• Did you track your miles driven for business purposes during the year?
• Do you use your cell phone for business purposes?

• Did you travel for business during the year?
• Did you purchase assets for business use during the year?
• Did you make any estimated tax payments during the year?

https://www.irs.gov/refunds