You Are Here: Home - Expert Advice - The Organizer's Toolbox - Tip Sheets

NEW! - Keywords For This Page:   Finances - Taxes

	Tax Information Checklist
	By Ramona Creel

Feel free to use this tip sheet / checklist as you tackle your own ""do-it-yourself"" organizing projects. If you would like to REPRINT or DISTRIBUTE this information, please click here for reprinting instructions.

• number of dependents
• social security numbers for each family member
• tax return and supporting documents from the previous year
• tax preparation instructions for current tax year
• IRA contributions for the year

• mileage driving to and from volunteer activities
• other volunteer expenses
• cash and in-kind donations

• childcare provider's tax ID and social security number
• childcare expenses
• adoption expenses

• supply and equipment expenses
• home office expenses
• mileage and other business travel expenses
• marketing, printing, and mailing costs
• payroll and employment expenses
• sales tax paid
• professional development and continuing ed
• automobile loan or lease
• other professional and business expenses

• education expenses and student loans
• tax return preparation costs
• alimony paid
• medical and dental expenses (if eligible for a medical deduction)
• mortgage interest
• moving costs (if relocation is eligible for a deduction)
• unreimbursed employment expenses (travel, lodging, etc.)
• taxes paid

• W-2 forms from employer
• 1099 forms from self-employment and contract work
• alimony received
• unemployment compensation
• business or farm earnings
• income from partnerships or trusts
• income from real estate
• federal, state, and local income tax refunds
• income from pensions and annuities
• interest from investments, savings accounts, etc.
• prize money won

 

Would you like to reprint this tip sheet in your publication -- or distribute it to a wider audience? Click here for reprinting instructions.

Click here if you would like to submit a tip sheet or checklist...