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Suggested Materials Checklist
Below
are the most common information and materials that you may
need when preparing your tax return. As tax situations vary by
person, you may not need all of these materials, or you may
need additional information.
General
Information
Social Security Numbers for you, your
spouse and dependents
Year of birth for you, your spouse
and dependents
2008 Adjusted Gross Income (AGI)
Income
Form W-2s
for wages, salaries and tips
Interest income statements:
Forms 1099-INT and 1099-OID
Dividend income statements:
Forms 1099-DIV
Unemployment compensation received: Form
1099-G
Miscellaneous income: Form 1099-MISC
Retirement
income: Form 1099-R
Social Security & Railroad
Retirement Income
Social Security benefits: Form 1099-SSA
Business income and expenses
Form K-1(s)
Credits
Education expenses for you
and your spouse
Dependents’ higher education expenses
Child care expenses for each dependent
Child care
provider address & Federal EIN/SSN
Adoption expense
information
Retirement savings contributions
Payments
Estimated payments made with ES vouchers
Amounts paid
with extensions filed
2008 tax refund overpayment applied
to 2009 taxes
Deduction
Expenses
Early withdrawal penalty
IRA
contributions
Student loan interest paid
Moving
expenses
If itemizing
deductions:
Medical expenses paid
Miles
traveled for medical purposes
Medical & Medicare
insurance premiums
Home mortgage interest: Form 1098
Real estate and personal taxes paid
States taxes paid
with 2008 tax return
Unreimbursed employee job expenses
Charitable contributions
Miles traveled while
performing qualified charity work
Tax preparation
fees
Investment advisory
fees
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