Important Tax Documents

(Information necessary to file your income taxes)

(W-2) Income from Employers (W-2G) Gambling Winnings (1098) Mortgage Interest Statement (1098-E) Student Loan Interest (1098-T) Tuition Statements (1099-A) Acquisition or abandonment of secured property (1099-B) Stocks, Bonds, Bartering (1099-C) Canceled Debt (1099-DIV) Dividend Statement (1099-G) Unemployment Compensation/State Tax Refunds (1099-INT) Interest Statements (1099-LTC) Long Term Care Benefits (1099-Misc) Miscellaneous Income (1099-MSA) Medical Savings Accounts

(1099-R) Pension/IRA/401(k) Distributions (1099-S) Real Estate Sales (K-1) Shareholder’s Share of Income from Partnerships, LLCs or S-Corporations Alimony Childcare Fee Statements Donation Receipts & Statements IRA Deposits & Withdrawals Rental Property Income Settlement Statements (Purchase or Sale of Property) Social Security Benefits Statement Veterans Benefits Statement Any statement you received that says “Important Tax Document”

Medical Expenses

Insurance (Out-of-Pocket & Withheld from check) Co-Payments Prescriptions/Birth Control/Insulin & supplies Glasses/Contacts & Solution Hearing Aids & Batteries Medical/Dental Exams Eye Exams Mental/Physical Therapy* X-Rays, Labs, Clinics* Braces/Dental Work Crutches/Wheelchairs Orthopedic Shoes Guide Dogs & their care

Laser Eye Surgery Ambulance Service Mileage to Medical Care Parking & Tolls Acupuncture/Chiropractor Artificial Limbs and Teeth Lodging while away from home for treatments Nursing Help Hospital Care (Including Meals & Lodging) Long Term Care Services Stop Smoking Programs & Prescriptions*

Weight Loss Programs for specific disease* Medical Center Treatment for Drug/Alcohol Addiction Special Schools for physically/mentally handicapped Transportation for physically/mentally handicapped Hand Controls for Car TTY Equipment/Installation Oxygen Tanks & Equipment (*Must be ordered or prescribed by Doctor)

Donations

Cash/Check (ex: Church, Feed the Hungry, etc) Payroll Deduction (ex: United Way, Red Cross) Charitable Mileage Other Charitable Costs Appraisal fees to determine the value of Donations Items

Non-Cash Items (ex: Clothing, Furniture, and Food) Date of Donation Non-Profit Organization Name Address Value of Items

Other Deductions

State Tax Payments    (Other than job) Estimated Taxes paid Real Estate Taxes Car/Boat Tags Motorcycle Tag Educational Expenses    Roundtrip Mileage to Class    Books/Software    Testing Fees    Tuition Mortgage Interest & Points Union Dues

Professional Association Fees Licenses/Permits Uniforms/Protective Gear Boots Uniform Maintenance (Cleaning, Alterations) Tools required for job Continuing Education Income Tax Preparation Name of Child Care Provider    Address    Tax Id or SS#    Childcare Fees Paid

Investment & Broker Fees Internet Trading Fees Legal Fees/Advice Safe Deposit Box Professional Magazines Job Search    Resumes/Printing    Mileage (for interviews)    Employment Agency Fees    Mailing Expenses    Faxing Charges    Travel

Moving Expenses

(*Must be More than 50 Miles in connection with Job)

Date of Move Old Home City New Home City Truck Rental Amount Employer Reimbursed Mileage: old home to new job

Mileage: old home to old job Packing Materials Hotels Moving Company Fees Storage

Rental Property

Each property must be listed separately.

Date Purchased Purchase Price Property Address Date Sold Selling Price Date Rented Rent Received Advertising Appliances    Item    Date of Purchase    Cost Appraisals Assessment Fees Blinds/Curtain Bookkeeping Carpet Cleaning Service Cleaning Supplies Closing Costs Commissions Contractor Fees Decorating Costs Deposits Electrician

Fence Filing Fees Fire Extinguishers Floors Furniture    Item    Date of Purchase    Cost Homeowners Association Fees Installation Fees Insurance Investment Counseling Costs Lawn Maintenance Leasehold Improvements Lease Preparation Legal Fees Maintenance Major Improvements Management Fees Mileage Misc. Items (Light Bulbs, Door Knobs, Faucets, etc) Mortgage Interest Moving Expenses for Equipment/Appliances

Office Supplies/Books Office Rent Painting Pest Control Plants/Flowers Plumbing Points Refinance Charges Rent Received Rent Collection Costs Repairs Roof Sanitation Salaries Security System Smoke Alarms Stationery & Supplies Supplies Taxes Tax Counseling Tax Return Preparation Traveling Expenses Utilities Walls

Self-Employment/Business Deductions

Each property must be listed separately.

Income Accountant Advertising    Business Cards    Flyers/Posters    Stationery    TV/Radio    Telephone Directory    Newspaper/Magazine    Billboards    Internet    Specialty Items (Pens, Cups, Magnets, etc) Answering Service Auto Expenses:    Business Miles    Commuting Miles    Personal Miles    Total Mileage for the year    Monthly Payment    Total Cost of Vehicle    Make, Model & Year    Date Business Use Began    Parking/Tolls    Gas/Oil    Car Washes/Waxes    Insurance    Garage Rent    Tires/Accessories    Repairs    Inspection/Registration    Taxes Banking Fees Billing Service Bookkeeping Bonds (Surety, Fidelity, etc) Catering Check Validation Service Commissions Consultant Fees Contractors Courier Service Credit Card Terminal Rental Credit Card Service Fees Delivery Charges Decorating Expenses Donations Drinking Water Books Classes/Seminars Workshops/Conferences Equipment Purchases    Item    Date Purchased    Cost Equipment Rental/Lease

Filing Fees Faxing Charges Freight Furniture Purchased    Item    Date Purchased    Cost    % of Business Use Furniture Rental/Lease Gifts to Customers Gifts to Employees Gifts to Other Businesses Graphic Design Insurance    Liability    Disability    Errors & Omissions    Health    Life    Malpractice    Workers Compensation Information Services Internet Service/DSL Interest on Business Loans Inventory Janitorial Service Licenses/Permits Legal Fees Magazine/Newsletter Subscriptions Mailing Lists Marketing Promotions Market Research Meals & Entertainment Mortgage Interest (Purchase of Business Building) Music System (in Office) Music (CDs/Tapes) Office Supplies (Ex: Paper, Pens, Ink, etc.) Payroll Service Pension Plans Profit Sharing Employee Benefit Programs    SEP    401(k)    Cafeteria Plan Postage Post Office Box Professional Services Prof. Association Dues Pager Printing Prizes Referral Fees Rent (Office Space)

Sanitation Security System/Alarms Software Storage Supplies Taxes    Federal    State    Employer    Payroll    Business Property    Sales Tax Counseling Tax Preparation Telephone    Office    Cellular Travel    Air Fare    Cab Fare    Hotel Tools Utilities Electricity Gas Sanitation Water Cable (Commercial Office Only) Uniforms Purchase Cleaning/Maintenance Website/Web Hosting Wages Home Office--Complete this Section only if your office isblocated in your home. (Use Monthly Figures) % of Home Used as Office Monthly Rent Mortgage Payment Utilities Electricity Gas Water/Sewer Garbage Repairs to Home Repairs to Office Space Home Owners Insurance Security Alarm Service Decorating/Painting Art/Plants Total Cost of Home Date Business Use Began