Wages
(W-2s) Interest,
Dividends, Capital Gain Distributions (1099s) Sales
of Stock or other property including Cost Basis (1099s & Broker Statements) Rents
and Royalties (1099 or K-1) Alimony
(need SS# of payer) Pensions,
Annuities and other Retirement Accounts (1099-R) Unemployment
Compensation (1099) Social
Security and Railroad Retirement Benefits (1099-S or 1099-R) Business
and Farm Income (may have 1099-MISC and/or CCC 1099-G) Partnership,
S Corporation Trust and Estate Income (K-1) Gambling
and Lottery Winnings (1099-G or W-2G) State
and Local Income Tax Refunds Scholarships
and Fellowships (1099) Other
Miscellaneous income Cancellation of Debt (1099-A or 1099-C)
POSSIBLE EXPENSES TO REDUCE TAXES
Health
Care Insurance and Expenses New
Dependants (need date of birth and SS#’s) Home
Mortgage Interest, Equity Loan Interest, Private Mortgage Insurance Investment
Interest and Expenses Charitable
Contributions (cash and non-cash property) Out-of-Pocket
Expenses and Mileage for Volunteer Services Union
and Professional Dues Child
and Disabled-Dependent Care Expenses Job-seeking
Expenses Traditional
or Roth IRA, Keogh, SEP and SIMPLE Contributions Expenses
for Business Use of Automobiles/Trucks Business
Travel and Entertainment Expenses Alimony
Paid (need recipients SS #) Work-related
Moving Expenses Real
Estate Taxes Casualty
and Theft Losses Education
and/or Vocational Expenses Estimated
Tax Payments Made Educator
Expenses Gambling
Losses Sales
Taxes paid Home
Energy Improvements New Car Purchase Invoices - Hybrids or Lean Burn Technology vehicles First-time & New Homebuyer Closing Statement
Questions you have for 2010: _______________________________________________
_______________________________________________________________________
Events that may occur in 2011: ______________________________________________
_______________________________________________________________________
Certified
Public Accountants 
Wages
(W-2s)