2012 Tax Year - Preparation Checklist
INCOME SOURCES
 Wages (W-2s)
Interest, Dividends, Capital Gain Distributions (1099s)
Sales of Stock or other property including Cost Basis (1099s & Broker Statements)
Rents and Royalties (may receive 1099)
Alimony (need SS# of payer)
Pensions, Annuities and other Retirement Accounts (1099)
Unemployment Compensation (1099)
Social Security and Railroad Retirement Benefits (1009-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, i.e., Personal Auto Use
Cancellation of Debt (1099-A or 1099-C)
POSSIBLE EXPENSES TO REDUCE TAXES
Health Care Insurance and Expenses, Including Long Term Care Premiums
New Dependants (need date of birth and SS#’s);
Adoption costs
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
Unreimbursed Business 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
Questions you have for 2012: _______________________________________________
_______________________________________________________________________
Events that may occur in 2013: ______________________________________________
_______________________________________________________________________
|
Certified
Public Accountants 
