2007 Tax Document Checklist

Blog by Marie Curtis
Susquehanna, Pennsylvania

A convenient checklist for 2007 income tax to help you gather the things you need to get your taxes prepared this year

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2007 Tax Document Checklinst

Jan. 12, 2008
Starred by: 1 Member

..Social Security numbers and birthdates for everyone included on your return (spouse, children, parents, etc.)

..Last year's tax return and amount paid for preparing the tax return (Returning to the same office as last year? ? They already have it for you.

..Amount of state and local income tax paid in 2007

..All forms that say W-2, 1098, 1099, or (Schedule) K-1

..Records of other income (rental, jury duty, gambling, hobby, alimony, etc.) and expenses, if applicable

..Income and expense records for work you performed (not already shown on a W-2 or 1099)

..Purchase date and your total investment in any stocks or other property you sold

..Expenses related to your investments

..Records of any contributions you made to IRA's or other retirement plans

..Records for mortgage interest, real estate and personal property tax

..Amounts donated to houses of worship, schools and other charitable organizations

..Number of miles driven for charitableor medical purposes

..Amounts paid for health care insurance and to doctors, dentists, hospitals, etc

..Records to support childcare and higher education costs

..Employment related expenses (dues,travel,publications,tools,uniform cost, and cleaning, etc.)

..Job search expenses and unemployment income (if applicable)

 

 

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