Tax Tips

  
Tax Preparation Checklist
Having the right information at hand is half the battle when doing your taxes. Whether you're completing your taxes in an office, online or using TaxCut software, we're here to take the hassle out of figuring out what you need. Answer the questions below, and we'll tell you what documents you need based on your unique tax situation.

Find out which documents you'll need by answering the following questions.

 1. Were you married as of Dec. 31, 2008?   Yes No
 
 2. Did anyone (other than your spouse) live in your home at some point during the year or did you provide support for someone who didn't live with you?   Yes No
 a. Was this person an ex-spouse?     Yes No
b. Was this person your parent or some other adult?     Yes No
 c. Was this person your child?     Yes No

 3. Did you or anyone in your family take post-high school classes or make student-loan payments this year?   Yes No

 4. Did you receive income this year for work that you did?   Yes No
 a. Did you receive this income as an employee?   Yes No
 b. Did you receive this income as a contractor or from
self-employment?		   Yes No
 c. Did you drive your vehicle for work-related activities
other than commuting to and from your job?		   Yes No

 5. Did you receive any other income this year?   Yes No
 a. Did you have any pension, IRA, or social security income?   Yes No
 b. Did you have savings or investment income
(i.e. capital gains or interest)?		   Yes No
 c. Did you rent property to someone else?   Yes No
 d. Did you drive your vehicle for purposes related to
your rental property?		   Yes No
 e. Did you have any additional income we haven't
mentioned yet?		   Yes No

 6. Are you going to itemize your deductions, such as mortgage interest, property taxes, charitable contributions, medical expenses etc? (Hint: If you're not sure, say Yes)   Yes No
 
 7. Did you make any contributions to an IRA?   Yes No
 
 8. Did you live, work or own property in any of these 2008 federally declared disaster areas?   Yes No
 a. Midwestern disaster area (AR, IL, IN, IA, KS,MI, MN, MO, NE, WI) in which a disaster occurred on or after May 20, 2008, but before Aug. 1, 2008.   Yes No
 b. Other federally declared disaster area   Yes No


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