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	Tax Information Checklist
	By Ramona Creel

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.

"Ramona Creel is a modern Renaissance woman and guru of simplicity -- traveling the country as a full-time RVer, sharing her story of radically downsizing, and inspiring others to regain control of their own lives. As a Professional Organizer and Accountability Coach, Ramona will help you create the time and space to focus on your true priorities -- clearing away the clutter other obstacles and standing in the way of that life you've always wanted to be living. As a Professional Photographer, Ramona captures powerful images of places and people as she travels. And as a travel writer, social commentator, and blogger, she shares her experiences and insights about the world as we know it. 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. And be sure to follow her on Twitter and on Facebook."

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