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Checklist 2009

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INCOME SOURCES

Wages (All W-2 Forms)

Interest, Dividends, Capital Gain Distributions (1099s)

(**)Sale of Stock or other property including Cost Basis(1099s & Broker Statements)

Rents and Royalties (may receive 1099)

Alimony (need SSN of payer)

Pensions, Annuities and other Retirement Accounts (1099R)

Unemployment Compensation (1099G)

Social Security and Railroad Retirement Benefits (1099-S or 1099-R)

Business and Farm Income (may have 1099-MISC and/or CCC 1099-G)

Partnership, S Corporation Trust and Estate Income (K-1)

Gambling and Lottery Winnings (1099-G or W-2G)

State and Local Income Tax Refunds

Scholarships and Fellowships (1099)

Other Miscellaneous income

POSSIBLE EXPENSES TO REDUCE TAXES

Health Care Insurance and Expenses

New Dependants (need date of birth and SS#�s)

Home Mortgage Interest and Equity Loan Interest

Investment Interest and Expenses

Charitable Contributions (cash and non-cash property)

Out-of-Pocket Expenses and Mileage for Volunteer Services

Union and Professional Dues

Child and Disabled-Dependent Care Expenses

Job-seeking Expenses

Traditional or Roth IRA, Keogh, SEP and SIMPLE Contributions

Expenses for Business Use of Automobiles/Trucks

Business Travel and Entertainment Expenses

Alimony Paid (need recipients SS #)

Work-related Moving Expenses

Real Estate Taxes

Casualty and Theft Losses

Education and/or Vocational Expenses

Estimated Tax Payments Made

Educator Expenses

Gambling Losses

Sales Tax paid