5 <p><h2>Personal Data</h2> <input type="checkbox">Social Security Numbers (including spouse and children) <br><input type="checkbox">Child care provider: name, address, and tax ID or social security number <br><input type="checkbox">Alimony paid: name and social security number of former spouse</p> <p><h2>Employment &amp; Income Data</h2> <input type="checkbox">W-2 forms for this year <br><input type="checkbox">Unemployment compensation: Forms 1099-G <br><input type="checkbox">Rental income: Form 1099-MISC <br><input type="checkbox">Partnership, S Corporation, & trust income: Schedules K-1 <br><input type="checkbox">Pensions and annuities: Forms 1099-R Social Security/Railroad benefits: Forms RRB-1099 <br><input type="checkbox">Alimony received <br><input type="checkbox">Miscellaneous income: jury duty, gambling and lottery winning, prizes and awards <br><input type="checkbox">Scholarships and fellowships <br><input type="checkbox">State and local income tax refunds: Form 1099-G</p> <p><h2>Homeowner/Renter Data</h2> <input type="checkbox">Mortgage interest: Form 1098 for all residences (include home equity loans and boat loans) <br><input type="checkbox">Sale of your home or other real estate: Form 1099-S <br><input type="checkbox">Real estate taxes paid <br><input type="checkbox">Moving expenses (if connected with change of employment)</p> <p><h2>Financial Assets</h2> <input type="checkbox">Interest and Dividend income statements: Form 1099-INT, 1099-DIV & 1099-OID <br><input type="checkbox">Proceeds from broker transactions: Form 1099-B <br><input type="checkbox">Retirement plan withdrawal: Form 1099-R</p> <p><h2>Financial Liabilities</h2> <input type="checkbox">Auto loans and leases if vehicle used for business <br><input type="checkbox">Student loan interest paid <br><input type="checkbox">Early withdrawal penalties on CDs and other time deposits</p> <p><h2>Expenses</h2> <input type="checkbox">Gifts to charity (written statement from charity for any single donations of $250 or more) <br><input type="checkbox">Unreimbursed expenses related to volunteer work <br><input type="checkbox">Unreimbursed expenses related to your job (travel expenses, uniforms, union dues, subscriptions) <br><input type="checkbox">Investment expenses <br><input type="checkbox">Job-hunting expenses <br><input type="checkbox">Job-related education expenses <br><input type="checkbox">Child care expenses <br><input type="checkbox">Medical Savings Accounts <br><input type="checkbox">Adoption expenses <br><input type="checkbox">Alimony paid <br><input type="checkbox">Tax return preparation expenses and fees</p> <p><h2>Self-employment Data</h2> <input type="checkbox">Business income: Forms 1099-MISC and/or your own records <br><input type="checkbox">Business-related expenses: receipts, related documents &amp; your own records <br><input type="checkbox">Employment taxes & other business taxes paid for current year: payment records</p> <p><h2>Miscellaneous Tax Documents</h2> <input type="checkbox">Federal & state estimated taxes paid. List the date and amount of each payment. <br><input type="checkbox">IRA, Keogh and other retirement plan contributions: Identify employer and employee contributions <br><input type="checkbox">Casualty or theft losses <br><input type="checkbox">Records for any other income or sales of property that may be taxable or reportable</p> <div class="background_box pale_steel_blue"> <a href="/documents/BWFA-2009-tax-prep-checklist.pdf" target="_blank">Download a PDF version</a> of this checklist, which includes "2009 Key Tax Figures." </div> 3 2009-12-21T13:39:58-05:00 false true 208 55 6 1 2009-12-21T13:46:21-05:00