Personal Information
Did your marital status change during the year?
Did your address change from last year?
Can you be claimed as a dependent by another taxpayer?
Dependent Information
Were there any changes in dependents from the prior year?
Do you have any children under age 14 with unearned income in excess of $1500?
Purchases, Sales and Debt Information
Did you start a new business or purchase rental property during the year?
Did you acquire a new or additional interest in a partnership or S corporation?
Did you sell, exchange, or purchase any real estate during the year?
Did you acquire or dispose of any stock during the year?
Did you take out a home equity loan this year?
Did you sell an existing business, rental, or other property this year?
Income Information
Did you have any foreign income or pay any foreign taxes during the year?
Did you receive any income from property sold prior to this year?
Did you receive any lump-sum payment from a pension, profit sharing or 401(k) plan?
Did you make any withdrawals from an IRA, Keogh, SIMPLE, or SEP account?
Did you receive any disability income during the year?
Did you cash any Series EE or U.S. Savings bonds issued after 1989?
Itemized Deduction Information
Did you incur a casualty or theft loss during year?
Do you have evidence to substantiate charitable contributions of $250 or more?
Did you have an expense account or allowance during the year?
Did you use your car on the job, for other than commuting?
Did you work out of town for part of the year?
Did you have any educational expenses during the year?
Did you have any expenses related to seeking a new job during the year?
Miscellaneous Information
Did you make gifts of more than $13,000 to any individual?
Did you engage in any bartering transactions?
Are you covered by a pension or retirement plan?
Did you incur moving costs because of a job change?