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NEW! - Keywords For This Page:   Finances - Taxes

Tax Information Checklist


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.


BEGIN WITH GENERAL INFORMATION

  • 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

CHARITABLE DEDUCTIONS

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

IF YOU HAVE CHILDREN

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

IF YOU OWN A BUSINESS

  • 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

MISCELLANEOUS 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

PROOF OF INCOME

  • 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

 


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