Tax Time Tips for AppleOne Associates

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To help ensure you are able to file your taxes in a timely manner, AppleOne will be distributing W2 Forms via U.S. Mail beginning January 22, 2003. Please allow up to two weeks delivery time before requesting duplicate copies of your W2. A notification outlining this mailing date will be included in your payroll checks beginning the first week of January.

Whenever you work on a Temporary assignment through AppleOne, you are working as an AppleOne employee. This means you should expect to receive your W2s from AppleOne, not from any of the client companies to which you were assigned.

If, in addition to AppleOne, you also have received payroll checks from other Howroyd Wright divisions, expect a separate W2 from each of these divisions. The other divisions in the Howroyd Wright Group of Companies include All’s Well, At-Tech, Accounting Advantage, Pro Travel, Novation Legal, and Apple Industrial.

Please check your W2's to make sure your name and Social Security number are consistent with the information on your Social Security card. Should you find any discrepancies, notify your AppleOne branch and provide them with a copy of your social security card so they may work directly with the Corporate office to prepare a corrected W2 (W2-C) statement for you.

If you have changed your mailing address, changed your legal name (due to marriage, divorce, etc.), or have new dependents, please let your branch know of these changes immediately. For further information regarding your AppleOne W2, you may contact our W2 Information Line at (800) 872-2677 ext. 3085, or you may visit our W2 FAQ page at the AppleOne Web site at http://www.appleone.com/Career_Seekers/CareerCenter/W2.aspx

With the April 15 deadline just around the corner, the sooner you start compiling all your tax information, the better. The saying ‘haste makes waste’ definitely applies when it comes to filing your taxes. However, attending to this yearly chore can be a breeze, as long as you follow these simple Do’s and Don’ts:

DO Organize your tax documents and information before sitting down to complete your forms
DO Double check your tax forms for errors and missing information before sending them in
DON’T Use aliases or other names that may not be consistent with what the IRS or Social Security have on file
DON’T Procrastinate until the last minute and then rush through the tax filing process

To further ensure you have all items you need to file your Income Tax Return, please refer to the checklist below.

YOUR TAX FILING CHECKLIST

General

  • Full names as they appear on the Social Security Cards (yours, your spouse’s and your dependents)
  • Your correct mailing address
  • Social Security Numbers for each person on the return
  • Birth dates for you, your spouse and all dependents
  • Copy of last years federal and state tax returns
  • Child care provider: Name, address and tax I.D. or Social Security Number
  • If paying alimony, the Social Security Number of the payee
  • Employment & Income

  • All W-2 forms received
  • Forms 1099-G (unemployment compensation)
  • Forms 1099-MISC (miscellaneous income including rent)
  • Schedules K-1(Partnership, S Corporation, & Trust Income)
  • Forms 1099-R (Pensions and Annuities)
  • Forms RRB-1099 (Social Security/RR1 Benefits)
  • Alimony received
  • Jury duty pay
  • Gambling and lottery winnings
  • Prizes and awards
  • Scholarships and fellowships
  • Homeowner/Renter Data

  • Form 1098 (Mortgage Interest paid)
  • Form 1099-S (Sale of your home or other real estate)
  • Second mortgage interest paid
  • Real estate taxes paid
  • Rent paid during 2002
  • Moving expenses
  • Financial Assets

  • Form 1099-INT & 1099-OID (Interest income statements)
  • Form 1099-DIV (Dividend income statements)
  • Form 1099-B (Proceeds from broker transactions)
  • Form 1099-R (Retirement plan distribution)
  • Financial Liabilities

  • Auto loans and leases (account numbers and car value) if vehicle used for business
  • Student loan interest paid
  • Early withdrawal penalties on CDs and other time deposits
  • Automobiles

  • Personal property tax information
  • Mileage driven for business, charity, or for medical purposes
  • Expenses

  • Records to document medical expenses
  • Gifts to charity
  • Expenses related to volunteer work which were NOT reimbursed
  • Expenses related to your job (travel expenses, uniforms, subscriptions) which were NOT reimbursed
  • Investment expenses
  • Job-hunting expenses
  • Job-related education expenses
  • Child care expenses
  • Medical Savings Accounts
  • Adoption expenses
  • Alimony paid
  • Tax return preparation expenses and fees
  • Self-employment Data

  • Business income: Forms 1099-MISC and/or own records
  • Partnership SE income: Schedules K-1
  • Business-related expenses: Totals for all expenses
  • Farm-related expenses: Totals for all expenses
  • Employment taxes & other business taxes paid for current year
  • Miscellaneous Items

  • Last year’s state and local Income Tax Refunds
  • Federal, State & Local estimated income tax paid for current year
  • IRA, Keogh and other retirement plan contributions
  • Records documenting casualty/theft losses
  • Records of any other deductible expenditures
  • Records of any other revenue/sales of property that may be taxable or reportable
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