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Tax Preparation Check List

Use this checklist to help you gather your important personal, employment, residential and financial information.

Personal Data

Social Security Numbers (including spouse and children)
Child care provider tax I.D. or Social Security Number
Residential address(es) for this year

Income & Financial Assets

W-2 forms for this year
Interest income statements: Form 1099-INT & 1099-OID
Dividend income statements: Form 1099-DIV
Proceeds from broker transactions: Form 1099-B
Tax Refunds & unemployment compensation: Form 1099-G
Miscellaneous income including rent: Form 1099-MISC
Retirement plan distribution: Form 1099-R
Other incomes: Gamblings, lottery, alimony, & gifts

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
Rent paid during tax year

Automobiles

Personal property tax information
Auto loans and leases if vehicle used for business

Expenses

Gifts to charity (receipts for any single donations of $250 or more)
Unreimbursed expenses related to your job/volunteer work
(travel expenses, uniforms, union dues, subscriptions)
Investment expenses
Job-hunting expenses
Medical expenses
Child care expenses
Moving expenses

Education

Education expenses
Student loan interest

Self-Employment Data

K-1s on all partnerships
Receipts or documentation for business-related expenses

Deduction Documents

State & local income tax: your 1998 & 1999 estimated tax vouchers
IRA contributions
Casualty or theft losses
Other miscellaneous deductions