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To assist you in organizing your tax information please consider the following checklist. 

 

Have you gathered the following important tax documents?

 Income Documents:

_____  Form W-2 (Employee wages)

_____  Form W-2G (Gambling winnings)

_____  Form 1099-DIV (Interest and dividends)

_____  Form 1099B (Sales proceeds from broker)

_____  Form 1099G (State income tax refund)

_____  Form 1099-INT (Interest income)

_____  Form 1099-R (Retirement benefits)

_____  Form SSA-1099 (Social security benefits)

 

Tax Deductions:

_____  Medical insurance premiums

_____  Medical expenses

_____  Real estate taxes

_____  Auto license fees

_____  Form 1098 - Mortgage Interest Paid

_____  Charitable contributions (cash)

_____  Charitable contributions (non-cash)

_____  Other expenses related to your business employment

_____  College education expenses (Tuition, books and supplies)

_____  Energy efficiency improvements to your home (e.g. - insulation, exterior windows or doors, furnaces, etc)

 

Child Care Expense:

Detail information on daycare provider:

_____  Name 

_____  Address

_____  Social security or tax identification number

_____  Total amount of daycare expenses paid during 2007

 

Income Tax Estimated Payments:

_____  Federal Income Tax Estimates  ____________ Date Paid

_____  State Income Tax Estimates   ____________ Date Paid

 

 

 

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