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Income from jobs:

W-2 forms for all employers for whom you and your spouse worked in 2001.
 

Investment income:

Interest income - Form 1099-INT
Dividend income - Form 1099-DIV
Proceeds from the sale of stocks, bonds, etc. - Form 1099-B
Confirmation slips or brokers' statements for all stocks, etc. that you sold in 2001
Schedule(s) K-1 (Form 1065) from investments in partnerships
Income from foreign investments - Amount of foreign taxes paid (you can find this on the brokers' statement) _____________________

Income from stock option exercises and sales:
 

_ Stock option agreement (showing type of options you received)
_ Stock option statement showing exercise prices of options
_ Form 1099-B for proceeds from stock sale
 

Sale of employee stock purchase plan shares:
 

_ Form 1099-B for proceeds from stock sale
_ Stock price on grant date ______________
_ Stock price on purchase date ___________
_ If stock sale occurred before qualifying period begins, Form W-2 showing "compensation income" from a disqualifying disposition
 

Income from State and Local Income Tax Refunds:

Form 1099-G from state or local governments
State income tax return from 2000
City income tax return from 2000, if any

 

Alimony:

Bank statements or record of deposits
 

Business or farming income:

Books/accounting records for your business, OR:
Invoices or billings
Bank statements
Cancelled checks for expenses
Payroll records
 

In addition you need:

Invoices for major machinery, equipment, furniture, etc. purchases
Logs or other records listing vehicle mileage
Inventory records, if your business maintains an inventory of goods or materials
 

If you use your home for business:

Square footage of your home office area _______________
Total square footage of your home _____________________
Total rent paid, if home is rented _____________________
Mortgage interest reported on Form 1098 _______________
Property tax payments from assessor's bill, cancelled checks, or impound records ________________
Homeowner's insurance premium payments _______________
Invoices for repairs and maintenance on your house
Utility bills
 

IRA/Pension distributions:

Form 1099-R for payments from IRA or retirement plans
Account summary form for the year for your IRA accounts, OR
Deposit receipts and contribution records
If you received a distribution from an IRA account - The most-recently filed Form 8606, if you made contributions to IRAs that weren't deductible on your return
 

Rental Property income:

Profit and loss statements from your property manager, OR
Checkbook or cancelled checks for expenses
Form 1099-Misc or other records for rental income paid to you
Mortgage interest reported on Form 1098
Property tax payments from assessor's bill, cancelled checks, or impound records
Record of suspended rental losses from prior years (usually shown on last year's return)
 

Unemployment income:

Form 1099-G from your state unemployment agency, OR
Unemployment check stubs and deposit records
 

Social security benefits:

Form SSA-1099
 

Income from sales of property:

If the property was sold in 2001:
Sales proceeds - Bill of sale, closing statement or other records
Cost of the property you sold - Invoices, receipts, or cancelled checks
Improvements made to the property - Invoices or construction contracts and cancelled checks

If the property was sold at a profit before 2001 on the installment basis:
Previous year's return - Form 6252, Installment Sales
Amount of principal collected on the installment note owed to you
Amount of interest collected on the note
Name, address and social security number of the buyer
 

Miscellaneous income:

Jury duty pay records
Form(s) W-2G for gambling and lottery winnings
Receipts for all gambling purchases
Form 1099-MISC for prizes and awards you received
Form 1099-MSA for distributions from medical savings accounts
Scholarship records (if you used the money for anything other than tuition, books, and supplies)
Director's fees receipts if you received money for serving on a corporate board of directors
 

IRA contributions:

Year-end account summary or bank statements
 

Student loan interest:

Form 1098-E showing interest paid, OR
Loan statements
 

Medical savings account contributions:

Account statements OR
Cancelled checks
 

Moving expenses:

Invoices from moving companies, OR
Cancelled checks AND
Paycheck stub for moving expense reimbursements
 

Self-employed Health insurance:

Insurance premium bills, OR
Cancelled checks
 

Keogh & SEP pension plans:

Year-end account summary, OR
Cancelled checks
 

Alimony:

Cancelled checks
 

Medical and dental expenses:

Medical bills or cancelled checks
Form SSA-1099 for Medicare premiums paid from your social security benefits
Year-end pay stub if premiums were paid through your wages (only if the deductions were after-tax)
Mileage records for trips to the doctor, clinics, etc.
 

Taxes:

State and local income taxes:
Last year's state income tax return
W-2s
Cancelled checks for state estimates paid
Real estate taxes:
Tax collector bills or cancelled checks
Form 1098 or closing statement if you bought, sold, or refinanced property in the current year
Personal property taxes:
Tax bills or cancelled checks
Automobile licensing bills, if fees are charged annually based on value
 

Interest you paid:

Home mortgage interest:
Form 1098, OR
Your mortgage statement or bill for January, 2002
Points:
Form 1098 if you purchased a home in 2001
Your 2000 tax return if you refinanced in prior year
Interest paid on investment loans:
Brokers' statements showing margin interest paid
Loan statements for loans taken out to purchase investments
 

Charitable donations:

Cash donations:
Charity bills, receipts, or cancelled checks
Records of the mileage incurred for charitable purposes (Scouts, etc.)
Donations of Property:
Receipts from charitable agency
Estimated value of property given _____________
Appraisal fees for expensive donations ____________
Other charitable donations:
Prior years' tax returns if you have unused charitable contributions (carryovers) from earlier years
Year-end paycheck stub if donations were paid through your wages
 

Casualty and Theft Losses:

Description of property damaged or stolen
Receipts or cancelled checks showing cost of property
Insurance policy and insurance reports showing reimbursement
Appraisal fees if applicable _______________
 

Job Expenses:

Reimbursement check stubs or reports from your employer
Job travel information:
 

__ Invoices, receipts, or ticket stubs for transportation
__ Mileage records per vehicle used
__ Hotel bills
__ Restaurant tickets showing name and address of establishment
__ Parking fee receipts
 

Union dues - Paycheck stub for automatic withdrawals
Gifts to clients, etc. - Receipts showing date, cost, description
Supplies - Receipts or bills
Property purchased for use in your work - Invoices, receipts
Uniform and special clothing costs - Bills or paycheck stubs showing deductions
Seminar fees - Receipts or invoices
Professional publications and books - Receipts or invoices
Receipts for small tools and supplies you purchased
Job search expenses:
 

__ Long-distance call bills
__ Resume costs (printing, mailing, resume service, etc.)
__ Transportation bills and mileage records
__ Employment agency fees
__ Career counseling costs
 

Job-related educational expenses:

__ Tuition, fee, and book receipts for education that maintains or improves your present skills
__ Transportation receipts
__ Lodging receipts if you take classes away from home
 

Other Miscellaneous Deductions:

Tax return preparation fees - Invoices or cancelled checks
Cost of tax return preparation software and books - Receipts or cancelled checks
Safe deposit box rental fees from bank invoice or statement _______
IRA custodial fees (if paid from a non-IRA account) ________
Payroll records for office workers managing your investments
Investment advice costs: invoices or bills
 

Wages paid during 2001 ________________
Employee's social security number ________________
 

Quarterly estimated tax payments - Records showing the date paid and amount
If you applied a tax overpayment from 2000 to 2001 - your 2000 income tax return
If you filed for an extension for your 2000 tax return - Cancelled checks for payments you made with the extension
 

If you want your refund deposited directly into your bank account, you need your:

Routing number from the lower left side of one of your checks (usually the first nine digits): ________________________
Bank account number from the bottom of check or on bank statement: _______________________
 

Name of financial institution _______________________________________
Location of financial institution ____________________________________
Account number ________________________

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