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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.
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BEGIN WITH GENERAL INFORMATION
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- 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
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CHARITABLE DEDUCTIONS
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- mileage driving to and from volunteer activities
- other volunteer expenses
- cash and in-kind donations
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IF YOU HAVE CHILDREN
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- childcare provider's tax ID and social security number
- childcare expenses
- adoption expenses
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IF YOU OWN A BUSINESS
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- 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
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MISCELLANEOUS EXPENSES
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- 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
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PROOF OF INCOME
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- 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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