TAX DOCUMENTS CHECKLIST by by654321

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									  TAX DOCUMENTS CHECKLIST
 W2                              CASUALTY LOSSES
 W2G (GAMBLING)                       STORM DAMAGE
 K-1 (PARTNERSHIP/S-CORP)             FT
 1099-R (RETIREMENT INCOME)      
 1099-B (STOCKS, BONDS,           RENTAL PROPERTIES
   INVESTMENTS)                         REPAIRS AND
 1099-( DIVIDEND DISTRIBUTION)           MAINTENANCE
 1099-INT (INTEREST INCOME)            TAXES
 1099 MISC                             INSURANCE
       RENT                            ASSETS &
       ROYALTIES                         PURCHASE DATE
       FISH BOAT
       SUBSTITUTE PAYMENT         SELF-EMPLOYED
       CROP INSURANCE                    BANK STMTS
       PRIZES                            BALANCE SHEET
       NON-EMPLOYEE                      PROFIT/LOSS
           COMPENSATION                     STATEMENT
                                   
       MEDICAL PAYMENTS                  NEW ASSETS &
                                   
 STUDENT LOAN INTEREST            
                                            PURCHASE DATE
 TUITION & FEES                          E.I.N. FED/STATE
                                   
 CHILDCARE EXPENSES                      ESTIMATED
                                   
 MEDICAL BILLS                             TAXES PYMT
                                         BUSINESSVEHICLE
 1098 HOME MORTGAGE               
   INTEREST                                 MAKE & MODEL
                                         ACTUAL VEHICLE
 HOMEOWNERS INSURANCE             
SETTLEMENT STATEMENT                      EXPENSES
                                         VEHICLE MILEAGE
     (1st time home buyers)
                                        RECIEPTS &
 EMPLOYEE EXPENSES
                                           INVOICES
       UNIFORM
                                   
       UNION DUES
                                   
       SAFETY GEAR
                                    PRIOR YEAR TAX
       BUSINESS MILEAGE              RETURN
 CHARITABLE CONTRIBUTIONS          DRIVER’S LICENSE
       CASH                        SOCIAL SECURITY
       NONCASH                       CARDS
       MILEAGE                          TAXPAYER
 STATE AND LOCAL TAXES                  SPOUSE
       VEHICLES, BOATS, ETC             DEPENDENTS
       PROPERTY
       PRIOR YEAR STATE TAXES

								
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