Taxpayer (and Spouse) name(s):

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Personal Data

• Social Security Numbers and Date of Birth for new dependents (if you claim dependents based upon a divorce decree, provide a copy of documentation showing eligibility for deduction; if dependent files his/her own return, provide a complete copy of that return.)
• Child care provider: Name, address and tax I.D. or Social Security Number and amount paid for each child
• Alimony paid: Social Security Number

Employment & Income Data

• W-2 forms for this year
• Unemployment compensation: Forms 1099-G
• Miscellaneous income including rent: Forms 1099-MISC
• Partnership, S Corporation, & trust income: Schedules K-1
• Pensions and annuities: Forms 1099-R
• Social Security/RR1 benefits: Forms RRB-1099
• Alimony received
• Jury duty pay
• Gambling and lottery winning
• Prizes and awards
• Scholarships and fellowships
• State and local income tax refunds: Form 1099-G

Financial Assets – Note: you may not receive some of these forms until after 2/17/09

• Interest income statements: Form 1099-INT & 1099-OID
• Dividend income statements: Form 1099-DIV
• Proceeds from broker transactions: Form 1099-B (also from your records original cost and purchase date of stock sold or average cost basis per share)
• Retirement plan distribution: Form 1099-R

Homeowner/Renter Data

• Mortgage interest: Form 1098
• Sale of your home or other real estate: Form 1099-S
• Second mortgage interest paid
• Real estate taxes paid – may be a deduction without itemizing
• Sales tax on purchase of a vehicle, must provide sales contract
• Rent paid during tax year

Expenses

• Gifts to charity (qualified written statement from charity for any single donations of $250 or more, all gifts must have confirmation from charity or canceled check. Only charities listed as 501(c)(3) qualify for deduction, if unsure see IRS Publication 78)
• Unreimbursed expenses related to volunteer work
• Unreimbursed expenses related to your job (travel expenses, uniforms, union dues, subscriptions) If a teacher, up to $250 in teaching/classroom supplies for which you have receipts may be deductible.
• Investment expenses
• Job-hunting expenses
• Job-related education expenses
• Child care expenses
• Medical Savings Accounts
• Adoption expenses
• Alimony paid
• Car, Boat and Trailer excise taxes paid

Financial Liabilities

• Student loan interest paid
• Tuition paid (Form 1099T)

Self-employment Data

• Business income: Forms 1099-MISC and/or own records
• Partnership SE income: Schedules K-1
• Business-related expenses: Receipts, other documents & own records
• Farm-related expenses: Receipts, other documents & own records
• Employment taxes & other business taxes paid for current year: Payment records

Miscellaneous Tax Documents

• Federal, state & local estimated income tax paid for current year: Estimated tax vouchers, cancelled checks & other payment records
• IRA, Keogh and other retirement plan contributions: If self-employed, identify as for self or employees
• Total paid for medical expenses, does not include medical insurance deducted pre-tax from payroll. May only be allowed if significant.
• Records to document casualty or theft losses
• Records for any other revenue or sales of property.

Energy Improvements

• Insulation
• Windows
• Doors
• Solar
• Furnace
• Water Heater

Must provide documents to cerify that improvement meets the requirements.