| Event |
|
Documents/Information Needed |
| Married in 2009 |
|
Prior year return of both spouses |
| Divorced in 2009 |
|
Copy of divorce decree |
| Birth or adoption |
|
Social Security cards and adoption papers |
| Additional members of household |
|
Date of occupancy and relationship |
| Job change |
|
Start date and W2s from new and old employers |
| Unemployment |
|
Unemployment form |
| Retirement contribution |
|
Type of plan and amount of contribution |
| Retirement distributions |
|
Form 1099-R |
| Social Security benefits |
|
From 1099-SSA |
| Sale of stocks, bonds, etc |
|
Form 1099-B or other sale documents; basis or
original costs |
Purchase of stocks, bonds, personal
residence, or other real estate |
|
Purchase documents; closing papers |
| Inheritance |
|
Will; K-1 from the estate |
| Trade any property |
|
Date of trade; basis and fair market
value of property given up and property received. Qualified intermediary
sales agreement or closing papers |
| Start or end a small business |
|
Formation/termination dates; property
contributions or distributions |
| Lawsuit settlements |
|
Date recieved; reason for settlement;
1099-MISC |
| Rental property |
|
Income, expenses; new property purchased |
| Prizes |
|
Form 1099-MISC; value of prizes not included
on 1099-MISC |
| Lottery or gambling winnings |
|
Total amount won (whether or not on W2-G);
total losses |
| Health insurance, medical, dental, or drug
expenses |
|
Health insurance premiums: if it is an
employer-sponsored plan, know whether it is paid with pretax dollars; totals of
other medical, dental, and drug expenses |
| Health insurance |
|
Pre-taxed |
| Medical / Charitable miles |
|
16.5¢ / 14¢ mile |
| State income or property taxes paid |
|
Prior year's income tax return; property tax
bills; closing papers from the purchase or sale of any property; letter from
the state regarding any change in a prior filled form |
| Purchase or refinance of home |
|
Closing papers from purchase; Form 1098 |
| Charitable contributions of money, property,
or out-of-pocket expenses |
|
Date and type of contributions; mileadge log
for charitable work |
| Job related expenses |
|
Mileage log, travel, or miscellaneous expense
amounts for items related to employment |
| Business miles |
|
50¢ / mile |
| Educational or student loan interest expenses |
|
Form 1098-T for parents or children; interest
record on student loans |
| Child or disabled spouse care |
|
Name, address, and ID number of day care
provider; amount paid to the provider (if provider comes to your home, a W-2
may be required) |
| DMV Fees |
|
All DMV fees paid for the year. |