Tax Time Tips for AppleOne Associates
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