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 | Form
W-2's from all employers |
| Form
1099s for interest income, dividend income, or proceeds from stock
transactions |
| Form
1099 for early IRA distribution or other distributions |
| Form
1098 for mortgage interest and property taxes paid |
| Social Security numbers of any newborns in
2007 |
| Copy
of 2006's federal and state tax returns (only if we did not prepare your
returns) |
| Refinancing
information of mortgage (only if you paid "points") |
| Income
and expenses summarized by meaningful categories from any side businesses |
| Listing
of charitable contributions (also non-cash contributions, charitable
mileage) |
| Info
from sales of stock, mutual funds, or other significant asset (amount
originally paid) |
| Taxes paid during the year (property, estimated income tax payments, car tax) |
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| Any
sales tax paid on significant purchases (car, major appliances, etc.) |
| College
tuition paid on each student (child or adult) |
| Birth
dates of taxpayer, spouse, and children |
| If
you are employed as a teacher, any supplies or expenses not reimbursed that
you paid for |
| Recent
IRS or state tax authority correspondence, if any |
| Settlement
statements from any houses bought or sold |
| Student
loan interest paid |
| Childcare
payments made (amount, care provider’s name, address, and Social Security
number) |
| Roth
IRA contribution or regular IRA contribution |
| Schedule
K-1’s from any partnership or S-Corporation ownership |
| Medical
expenses (if significant) and any health insurance premiums paid (if
self-employed) |
| Divorce
decree (if such decree determines a dependency exemption for children) |
| Any
other items that you think may have any possible tax impact |
| Email address, phone number, and preferred time to contact you. |
