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Feel free to use this tip sheet / checklist as you tackle your own ""do-it-yourself"" organizing projects. If you would like to REPRINT or DISTRIBUTE this information, please click here for reprinting instructions.
 | BEGIN WITH GENERAL INFORMATION |  |
- number of dependents
- social security numbers for each family member
- tax return and supporting documents from the previous year
- tax preparation instructions for current tax year
- IRA contributions for the year
| CHARITABLE DEDUCTIONS | |
- mileage driving to and from volunteer activities
- other volunteer expenses
- cash and in-kind donations
| IF YOU HAVE CHILDREN | |
- childcare provider's tax ID and social security number
- childcare expenses
- adoption expenses
| IF YOU OWN A BUSINESS | |
- supply and equipment expenses
- home office expenses
- mileage and other business travel expenses
- marketing, printing, and mailing costs
- payroll and employment expenses
- sales tax paid
- professional development and continuing ed
- automobile loan or lease
- other professional and business expenses
| MISCELLANEOUS EXPENSES | |
- education expenses and student loans
- tax return preparation costs
- alimony paid
- medical and dental expenses (if eligible for a medical deduction)
- mortgage interest
- moving costs (if relocation is eligible for a deduction)
- unreimbursed employment expenses (travel, lodging, etc.)
- taxes paid
| PROOF OF INCOME | |
- W-2 forms from employer
- 1099 forms from self-employment and contract work
- alimony received
- unemployment compensation
- business or farm earnings
- income from partnerships or trusts
- income from real estate
- federal, state, and local income tax refunds
- income from pensions and annuities
- interest from investments, savings accounts, etc.
- prize money won
Copyright 2000-2009 Ramona Creel -- you are welcome to reprint any article, but you MUST include this resource box and a link to www.RamonaCreel.com.
Ramona Creel is Professional Organizer, NAPO Golden Circle Member, and the original founder of OnlineOrganizing. A former Social Worker, she has always enjoyed helping people find the resources and solutions they need to improve their lives. Ramona now travels the country as a full-time RVer, sharing her story of simplicity with everyone she meets. She leads by example -- having worked for more than 10 years as a Professional Organizer, and having radically downsized and simplified her own life as a full-time RVer. Ramona now considers herself a "Renaissance Woman" -- bringing all of her passions together into one satisfying career. As a "Virtual Organizer", she can create a customized organizing plan for your home or office. As a "Simplicity and Accountability Coach ", Ramona provides a proven program for making every area of your life a little bit easier -- perfect for those who want to make the time and space to focus on their true priorities. As a Professional Photographer, Ramona captures powerful images of places and people as she travels. And as a freelance writer and blogger, she shares organizing techniques, travel tips, and social commentary with others. You can see all these sides of Ramona -- read her articles, browse through her photographs, and even hire her to help get your life in order -- at www.RamonaCreel.com. You can also follow her on Twitter, check out her Facebook profile, and subscribe to her blog feeds.
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