taxchecklist
{personal}
□ social security numbers
□ child care provider information
□
{employment & income}□
□ employment income (W-2)
□ miscellaneous income (1099s, etc.)
□ state and local income tax refunds
□ investment income & expenses
□
{mortgage & rental}□
□ address(es)
□ mortgage interest (1098)
□ sale of real estate (1099-S)
□ real estate taxes
□ rent paid
□ moving expenses
□
{self-employment}□
□ income records (1099-MISC)
□ business expense records
□ taxes paid
□ home office deduction records
{deductions}
□ charitable gifts
□ qualifying volunteer expenses
□ qualifying job expenses
□ childcare expenses
□ medical expenses
□ adoption expenses
□ alimony paid
□ tax return preparation fees
□
{miscellaneous}□
□
□
□
□
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