Taxpayer's Checklist

 Copy of last year's return (new clients only)
 All W-2s
 All 1099s (Interest, Dividends, Miscellaneous)
 Rental Income & Expenses
 Stock Sales Statements
 Pension & Annuities Statement
 Unemployment Compensation
 Social Security Benefits
 Business Income & Expenses
 Sale of Personal Residence
 Partnerships & Trusts
 Gambling Winnings
 Scholarships & Grants

 IRA Contributions, SEP or KEOGH contributions
 Business Use of auto & truck Information
 Moving Expenses
 Childcare Expense: caregivers name, address,
social security number & amount paid
 Medical, Dental, Prescriptions, Lab Fees, Glasses
Insurance Payments & Medical Miles
 Real Estate Tax & Auto License Fees
 Home Mortgage Interest & Points paid
 Charitable Contributions & Charitable Miles
 Casualty Losses
 Tax Preparation fees & Union Dues
 Job seeking expense & Job related expenses
 Public School Tax Credit contributions, Private School Tuition
 College Education cost paid in 2000
 Installation of Solar Energy Device
 Alternative Vehicle & Fuel Credit