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

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

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

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