Tax Preparation Checklist
What you need to bring to your appointment
PERSONAL DATA
□Social Security #’s for you, your spouse, your children
□Child care provider’s tax ID or Social Security #
□2008 tax return

HOMEOWNER DATA
□Mortgage interest (Form 1098)
□Sale of your home (Form 1099-S)
□Real estate taxes paid in 2009

INCOME, ASSETS & LIABILITIES
□W-2 forms for this year
□Pension/IRA/Annuity income (Form 1099-R)
□Social Security income (Form 1099-SSA)
□Scholarships & fellowships (Form 1099-MISC)
□Student loan interest paid (Form 1098-E)
□Tax refunds & unemployment compensation (Form 1099-G)
□Health care reimbursements (Form 1099-SA or 1099-LTC)
□Interest income (Form 1099-INT or 1099-OID)
□Dividend income (Form 1099-DIV)
□Proceeds from broker transactions (Form 1099-B or 1099-S)
□Misc. income, contractor/freelancer work, rental income (Form 1099-MISC)
□Gambling & lottery winnings (Form W-2G)
□Prizes and awards (Form 1099-MISC)
□Auto loans and leases (if used for business purposes)
□Alimony received
□Jury duty pay

DEDUCTION DATA
□IRA, Keogh & other retirement plan contributions
□Medical expenses
□Charitable donations, gifts
□Employment-related expenses – dues, tools, uniform cost/cleaning, travel
□Job hunting expenses
□Energy-efficient improvements for your principal property
□Sales tax for new vehicles purchased between 2/19/2009 and 1/1/2010
□Vehicle expenses (for business-use) – mileage, tolls, parking
□Education expenses (Form 1098-T or 1098-E)
□Childcare expenses
□Adoption expenses
□Alimony paid
□Casualty or theft losses