This checklist was designed as your personal guide to help prepare you for your visit. Your preparer will not use it.

Personal Data

• Social Security Numbers (including spouse and children)
• Child care provider tax I.D. or Social Security Number

Employment & Income Data

• W-2 forms for this year

Homeowner/Renter Data

• Residential address(es) for this year
• Mortgage interest: Form 1098
• Sale of your home or other real estate: Form 1099-S
• Second mortgage interest paid
• Real estate taxes paid
• Rent paid during tax year
• Moving expenses

Financial Assets

• Interest income statements: Form 1099-INT & 1099-OID
• Dividend income statements: Form 1099-DN
• Proceeds from broker transactions: Form 1099-B
• Tax Refunds & unemployment compensation: Form 1099-G
• Miscellaneous income including rent: Form 1099-MISC
• Retirement plan distribution: Form 1099-R

Financial Liabilities

• Auto loans and leases (account numbers and car value) if vehicle used for business
• Student loan interest paid

Automobiles

• Personal property tax information

Expenses

• Gifts to charity (receipts for any single donations of $250 or more)
• Unreimbursed expenses related to volunteer work
• Unreimbursed expenses related to your job (travel expenses, uniforms, union dues, subscriptions)
• Investment expenses
• Job-hunting expenses
• Education expenses
• Child care expenses

Self-employment Data

• K-1s on all partnerships
• Receipts or documentation for business-related expenses

Deduction Documents

• State & local income tax: your 1997 & 1998 estimated tax vouchers
• IRA contributions
• Medical expenses
• Casualty or theft losses
• Other miscellaneous deductions