Forms

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.