Tax Checklist Income: W-2's & 1099 Forms Interest income from savings/checking Stock & Mutual Fund dividends State tax refund from previous year Unemployment Retirement plan or IRA distribution Alimony received Sale of stocks: Original cost & sale prices: brokerage statements & 1099's If self employed: Totals of business income & expenses. Partnership, S-Corp and Trust: K-1 Forms Rental income and expenses for each property Pension income, IRA and Roth IRA conversions Social Security payments Other Income: Prizes, Lotto, Gambling winnings & Cancelation of Debt 1099's Adjustments to Income: IRA contributions Student Loan interest Educator - Teacher expenses Health insurance paid (If self employed) College Tuition deduction Alimony paid Hybrid car & Alternative fuel vehicule deduction Moving expenses. (If job related & more than 50 miles) Self-employed SEP-IRA Contributions Itemized Deductions: Medical bills paid. (If more than 7.5% of your income) Property taxes State Taxes for previous years (If paid last year) Sales tax paid for Large Items Auto DMV fees Mortgage interest Points paid on refinancing or purchase of home Charitable donations. (Money & used goods) Work expenses. (Telephone, Union Dues, Tools, Uniforms, Meals, Education, Computer     or any other expenses not reimbursed by job) Tax preparation fee (New customers only) Safety deposit box fee Investment books & fees Other Important Items: Adoption expenses College students must bring in their 1098-T form from their school for Tax credits Child care: Name, address, Tax ID # and phone # If you bought or sold property during the year, Especially for the Home Buyer's Credit:     bring in the Escrow settlement statements for the purchase and sale Copy of last year's Tax returns ** New Customers only** State withholding form 593 for sale of real estate Estimated Taxes Paid New car purchase contracts

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