| THIS LIST WILL HELP YOU ORGANIZE YOUR INFORMATION.
1. ___ All W-2s (even the small ones) PLEASE check your social security number
2. ___ Unemployment income
3. ___ Retirement information/statements
4. ___ Social Security statement of income
5. ___ Lottery winnings (and expenses)
6. ___ Mortgage interest statements
7. ___ Real estate taxes paid (what was actually paid in 2009 even if it's for
a prior year). Even if you don't itemize deductions, there's still a tax benefit.
8. ___ Personal property taxes paid in 2009. (auto, boat, mobile home)
9. ___ Charitable contributions (we MUST see the statements) If you donate
household goods or clothing, YOU must list fair market value.
10. ___ Medical expenses paid. (If you have health insurance, the medical
expenses may not be enough to deduct)
11 .___ Child care expenses. (MUST have providers name, ID#, address and amount
paid)
12. ___ Did you sell stocks, bonds, mutual funds, vacation or 2nd homes, rental
property? If so, we MUST have original cost.
13. ___ Did you install new windows, exterior doors, sky lights, insulaton, energy
efficient heating/cooling systems?
14. ___ Change in marital status?
15. ___ New dependents (Please bring social security cards)
16. ___ Did you refinance your home? (Please bring refinance papers)
17. ___ Did you buy a home or 2nd home?
18. ___ Did you or your child attend college? (Please bring tuition information)
NEW Books are now calculated in college expense.
19. ___ Did you buy a new car after 2/16/09 and before 1/1/10? Bring in
the sales agreement.
20. ___ Did you pay for Long-term care insurance?
21. ___ Did you buy a hybrid car? Bring in the sales agreement.
If you are not sure about what to bring, please call the office and we will be glad to answer your questions.
804 448-2459 |