CHECKLIST FOR 2007 TAX PREPARATION

 

Click Here for a Copy of the Checklist

• Phone number where you can be reached today:

• Taxpayer Name

• Taxpayer SS#   

• Taxpayer Birth date 

• Current Address

• Spouse Name

• Spouse SS#   

• Spouse Birth date  

• Current Address (if different)

• Dependents’ Names, Social Security Numbers and Dates of Birth:

• Dependent #1 Name

• Dependent #1 SS#

• Dependent #1 Birth date

• Dependent #2 Name

• Dependent #2 SS#

• Dependent #2 Birth date

• Dependent #3  Name

• Dependent #3 SS#       

• Dependent #3 Birth date 

• add more information if needed.       

   

• All Wage Statements   (W-2s, 1099Misc, etc)

• Filing status (Single, Married Filing Jointly, Married Filing Separately, Head of Household, or Qualifying widower)         

• Self-Employed Business Income and Expenses Totaled (Form 1099-Miscellaneous) and all expenses related to this income

• Pension, Retirement Income  (Form 1099-R)

• Interest and Dividend Income (Form 1099-int or Form 1099-div)

• Sale of Stocks or Bonds (Form 1099B), and the basis in any stock sold

• Student loan interest paid

• Lottery or Gambling Winnings, and the amount of money spent while earning gambling winnings

• State Refund Amount from 2006

• Social Security / Unemployment Income (SSA or 1099G)

• Income and Expenses from Rental Homes

• Alimony Paid or Received and the social security number of the recipient/payor

• Medical and Dental Expenses (including mileage to and from appointments)

• Real Estate and Personal Property Taxes (car tax)

• Estimated Taxes Paid (both State and Federal)

• Cash and Non-Cash Charitable Donations and receipts

• Mortgage or Home Equity Loan Interest Paid (Form 1098)

• Unreimbursed Employment-Related Expenses Totaled

• Educational Expenses

• Child Care Expenses & Provider Information (including EIN or Social Security Number and address of provider)

• Copy of Last Year’s Tax Return