2010 Tax Year - Preparation Checklist
INCOME SOURCES
 Wages
(W-2s)
Interest,
Dividends, Capital Gain Distributions (1099s)
Sales
of Stock or other property including Cost Basis (1099s & Broker Statements)
Rents
and Royalties (1099 or K-1)
Alimony
(need SS# of payer)
Pensions,
Annuities and other Retirement Accounts (1099-R)
Unemployment
Compensation (1099)
Social
Security and Railroad Retirement Benefits (1099-S or 1099-R)
Business
and Farm Income (may have 1099-MISC and/or CCC 1099-G)
Partnership,
S Corporation Trust and Estate Income (K-1)
Gambling
and Lottery Winnings (1099-G or W-2G)
State
and Local Income Tax Refunds
Scholarships
and Fellowships (1099)
Other
Miscellaneous income
Cancellation of Debt (1099-A or 1099-C)
POSSIBLE EXPENSES TO REDUCE TAXES
Health
Care Insurance and Expenses
New
Dependants (need date of birth and SS#’s)
Home
Mortgage Interest, Equity Loan Interest, Private Mortgage Insurance
Investment
Interest and Expenses
Charitable
Contributions (cash and non-cash property)
Out-of-Pocket
Expenses and Mileage for Volunteer Services
Union
and Professional Dues
Child
and Disabled-Dependent Care Expenses
Job-seeking
Expenses
Traditional
or Roth IRA, Keogh, SEP and SIMPLE Contributions
Expenses
for Business Use of Automobiles/Trucks
Business
Travel and Entertainment Expenses
Alimony
Paid (need recipients SS #)
Work-related
Moving Expenses
Real
Estate Taxes
Casualty
and Theft Losses
Education
and/or Vocational Expenses
Estimated
Tax Payments Made
Educator
Expenses
Gambling
Losses
Sales
Taxes paid
Home
Energy Improvements
New Car Purchase Invoices - Hybrids or Lean Burn Technology vehicles
First-time & New Homebuyer Closing Statement
Questions you have for 2010: _______________________________________________
_______________________________________________________________________
Events that may occur in 2011: ______________________________________________
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Certified
Public Accountants 