Tax Preparation Checklist Dont' forget to print your $10 off coupon-Coupon Expires: March 15, 2007 (bottom of page)
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Personal Data
 
Social Security Number (S.S.N.) including spouse and children
Child care provider: Name, address, and tax ID or S.S.N.
Alimony paid: S.S.N.
 
Employment and Income Data
 
W-2 Forms for this year (2006)
Unemployment compensation: Forms 1099-G
Miscellaneous Income including rent: Forms 1099-MISC
Partnership, S Corporation, & trust income: Schedule K-1
Pensions and annuities: Forms 1099-R
Social Security/RR1 benefits: Forms RRB-1099
Alimony received
Jury duty pay
Gambling and lottery winnings
Scholarships and fellowships
State and local Income tax refunds: Form 1099-G
  Homeowner/Renter Data
 
Residential address(es) for this year (2006)
Mortgage interest: Form 1098
Sale of your home or other real estate: Form 1099-S
Second mortgage interest paid
Real estate taxes paid (Property tax)
Rent paid during tax year (2006)
Moving expenses
  Financial Assets
 
Interest income statements: Forms 1099-INT & 1099-OID
Dividend income statement: Form 1099-DIV
Proceeds from broker transactions: Form 1099-B
Retirement plan distribution: Form 1099-R
  Financial Liabilities
 
Auto loans and leases (account numbers and car value) if vehicle use for business
Student loan interest
Early withdrawal penalties on CDs and other time deposits
   
Automobiles
 

Auto loans and leases (account numbers and car value) if vehicle use for business
   
Expenses
 
Gifts to charity (qualified written statement from charity for any single donations of $250 or more)
Unreimbursed expenses related to volunteer work
Unreimbursed expenses related to your job (travel expenses, uniforms, union dues, and
subscriptions
Investment expenses
Job-hunting expenses
Job-related education expenses
Child care expenses
Alimony paid
Tax return preparation expenses and fees
Education Expenses
   
Self-Employment Data
 
Business income: Forms: 1099-MISC and/or own record
Partnership SE income: Schedule K-1
Business-related expenses: Receipts, other documents & own records
Farm-related expenses: Receipts other documents & own record
Employment taxes & other business taxes paid for current year (2006): Payment records
   
Miscellaneous Tax Documents
 
Federal, state, & local estimated income tax paid for current year: Estimated tax vouchers, cancelled checks & other payment records
IRA, Keogh and other retirement plan contributions: If self-employed, identify as for self or employees
Records to document medical expenses
Records to document casualty or theft losses
Records for any other expenditures that may be deductible
Records for any other revenue or sales of property that may be taxable or reportable

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