Asset and debt field guides for form FL-142

Assets and obligations

• Real property — FL-142 item 1
• Household furniture and furnishings — FL-142 item 2
• Jewelry, art, antiques and collections — FL-142 item 3
• Vehicles, boats and trailers — FL-142 item 4
• Bank and deposit accounts — FL-142 items 5–8
• Tax refunds — FL-142 item 9
• Life insurance with cash value — FL-142 item 10
• Stocks, bonds and investment accounts — FL-142 item 11
• Retirement and deferred compensation — FL-142 item 12
• Business and partnership interests — FL-142 item 13
• Receivables and other assets — FL-142 items 14–16
• Unsecured and other debts — FL-142 items 19–24

One rule across every category

A blank, zero, unknown and “none” are different statements. Preserve which one the client actually supplied. Use a description that can match a source document and an opposing schedule, record the date of every value, and keep the supporting document tied to the row.

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