Checklist for Preparing Your Income Tax Return

This list is not necessarily complete, but should cover most of the needed information

A copy of last year's return
Birthdays of individuals on return.
Social Securitv 1099 forms
Pension 1099 forms
Dividend and Interest 1099s
This includes Bank and Brokerage 1099s
Any W-2's or lO99Misc forms
Medical expenses
- Premiums
- Long Term Premiums
- Nursing Home Costs
- Doctor Bills
- Dentist Bills
- Eyecare expense

Remember that you are including only that expense not reimbursed by an insurance carrier. You actually paid this out and received no reimbursement back

Real Estate Taxes
State Income Taxes (You should include the refund amount from last year if you received one) Estimate payments for Federal and State income Taxes
State Sales Tax (This is good for 2008 and 2009 and only on major items.)
Charitable contributions both in cash and items donated.
Detail on the items donated should include the charity and the dates donated as well as how many bags or boxes donated.
Investment and legal expenses paid
Tax preparation fees

If you had securities from brokers and sold any items, a copy of the broker statement (Year end report)

This will get a start on the preparation process and we will call if there are any questions.

Call us if you have any questions about this form.
Timothy T. Fullerton, Sr.

Disclaimer and Compliance……

is a disclaimer regarding the activities and information provided in past months by Fullerton Tax & Planning.

Currently, the website for Fullerton Tax & Planning is under the scrutiny of the Securities Exchange Commission. Though few hits have been recorded to that site, the content of the news is being reviewed for its marketing content and accuracy of material.

To that extent, this is to inform you that Fullerton Tax & Planning will continue to host a website, however, the news to anyone who is a newsletter recipient will be of general financial planning nature. Any specific information regarding individual plans and clients is and will continue to be exclusive between client and Fullerton Tax & Planning.

In the future, we will not publish general or specific calculations on Bond, Stocks, Certificates of Deposit, Brokerage accounts, etc. We will not issue statements regarding total returns, actual returns, specific stock or bond fund total returns, etc. If an inquiry is made as to the actual or stated return of mutual funds, stocks, bonds or certificates of deposits, the individual will be forwarded to the appropriate site that publishes those numbers on an ongoing basis. Such as CBSMarketwatch, Big Charts, S&P, Fidelity, etc.

Furthermore, I am issuing this letter to each "Snail Mail" client as well as to all E-Mail recipients concerning the Newsletters of December, 2002 and January, 2003. Any reference to total returns in those two letters was meant to be in general scope and information only, and was not intended to imply that I or any one specific individual was responsible for or caused specific accounts to actually incur the total returns published.
The returns were a composite of several clients who had similarities in their approach to Banking, Brokerage, and money market accounts. There was no intent to make a promise that you could make those returns with Fullerton Tax & Planning or any other specific Bank or Brokerage, or Insurance Agency.

Daily, we are inundated by E-Mail spam that promises such thousands of percent returns on our money and to that end, Fullerton Tax & Planning will not be a contributor to what is construed to be junk E-Mail that advertises great returns for your investments. We offer planning for your present and future based on current market conditions, current tax pictures, current needs analysis. We offer no products, no commission products, no annuities, etc. We will direct clients to those individuals or institutions that are licensed and capable of offering the appropriate services being requested.
If you have any questions concerning this letter, please contact me.

Timothy T. Fullerton, Sr.