Printer-friendly Tax Preparation Checklist

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Printer-friendly Tax Preparation Checklist Personal Information Your social secur it y num ber Your spouse's full nam e and social secur it y num ber Other people who may belong on your return Dat es of birt h and social securit y num bers Childcare records ( including t he pr ovider's I D num ber) if applicable Appr oxim at e incom e of ot her adult s in your hom e ( not spouse, if you'r e filing j oint ly) Form 8332, copies of your divorce decree, or ot her docum ent s show ing t hat your ex- spouse is r eleasing t heir right t o claim a child t o you Self-Employment Information Form s 1099- MI SC, Schedules K- 1, incom e records t o ver ify am ount s not report ed on 1099s Records of all expenses check regist er s or credit card st at em ent s, and receipt s Business- use asset inform at ion ( cost , dat e placed in service, et c.) for depreciat ion Office in hom e inform at ion, if applicable Vehicle Information Tot al m iles dr iven for t he year ( or beginning/ ending odom et er readings) Tot al business m iles driven for t he year ( ot her t han com m ut ing) Am ount of parking and t olls paid I f you want t o claim act ual expenses, receipt s or t ot als for gas, oil, car washes, licenses, per sonal propert y t ax, lease or int erest expense, et c. Itemizing Deductions Form s 1098 or ot her m ort gage st at em ent s Am ount of st at e/ local incom e t ax paid ( ot her t han wage wit hholding) , or am ount of st at e and local sales t ax paid Real est at e and personal propert y t ax r ecords Cash am ount s donat ed t o houses of worship, schools, ot her char it able or ganizat ions Records of non- cash char it able donat ions Am ount s paid for healt hcare insurance and t o doct ors, dent ist s, hospit als Am ount s of m iles driven for charit able or m edical pur poses Expenses relat ed t o your invest m ent s Am ount paid for preparat ion of your 2010 t ax r et ur n Em ploym ent - relat ed expenses ( dues, publicat ions, t ools, unifor m cost and cleaning, t ravel) Job- hunt ing expenses

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1/12/2012