TAX RECORD CHECKLIST

Income

	All W-2s
	Other employee compensation
	Interest and dividends
	Rents and royalties
	Sales of stock, personal residence and other property
	Alimony
	Pensions and annuities
	Unemployment compensation
	Social Security and Railroad Retirement benefits
	Business and farm income
	Partnership and trust income
	State and local income tax refunds
	Gambling and lottery winnings
	Scholarships and fellowships
	Other miscellaneous income

Deductions and Credits

	Tax return preparation fees
	Medical expenses
	Home mortgage interest
	Investment interest and expenses
	Charitable contributions, both cash and property
	Out-of-pocket expenses for volunteer services
	Union and professional dues
	Child and disabled-dependent care expenses
	Job seeking expenses
	Retirement plan contributions
	Expenses for business use of car
	Business travel and entertainment expenses
	Alimony paid
	Moving expenses
	Real and personal property taxes
	Casualty and theft losses
	Qualified educational expenses
	Vocational and job-related expenses
	Forfeited interest
	State and local income tax payments
	Business credits

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