2009 Individual Income Tax Checklist Personal Data · Social Security numbers and dates of birth (including spouse and children) · Daycare Provider’s legal name, address and Federal Tax ID or Social  Security number  Employment & Income Data · Wage Statements from Employer (Form W-2) · Year end statements from Banks or Investments (Form 1099-INT & 1099-DIV) · State and local income tax refunds from prior year · Self-Employed Income · Partnership, S Corporation and trust income (Form K-1’s) · Pension and annuities (Form 1099-R’s) · Social Security benefits statement · Alimony, Prizes, Awards and Jury pay · Gambling and lottery winnings · Scholarships and fellowships · Unemployment compensation statement Page 1 Deductions against Gross Income to determine Adjusted Gross Income - AGI · Educator Expenses · IRA Contributions, Traditional and Roth · Student Loan Interest Paid · Tuition Expenses · Moving Expenses if relocating due to job change · Early withdrawal penalty paid on CD’s · Alimony Paid Itemized Deductions · Medical Expenses including your portion of health insurance and mileage for medical           purposes (Only deductible if these expenses exceed 7.5% of your AGI) · Real Estate taxes paid · Mortgage Interest Paid (Form 1098 from your financial institution) · Second mortgage interest paid · Points paid on new mortgage or refinance (Bring closing statement or HUD-1 Form) · Investment interest (Example: Margin interest paid for stock accounts) · Donations, both by check and non-cash including expenses for volunteer duties · Un-reimbursed expenses related to your job (uniforms, union dues, professional         subscriptions, mileage for auto use for employer, supplies, etc.) · Job-hunting expenses · Education expenses and Investment expenses · Child care expenses · Adoption expenses · Tax return preparation fees Taxes vary for each individual and your situation may require additional information and documentation. At Gay & Joseph, our goal is to prepare an accurate and timely tax return for you, while complying with government regulations. We try to keep the cost of your tax preparation as low as possible.  The organization of your tax information will be a big factor in our preparation time and fee. You may also wish to ask for and refer to our 2009 CLIENT ORGANIZER for more detailed questions and information.