Previous Year's Tax Return (NEW CLIENTS ONLY)			Real Estate/Rental Data
	Federal			Residential address(es)
	State			Personal Property Tax information
Personal Data				Mortgage Interest: Form 1098
	Social Security Cards (including spouse, children, and other dependents)			Sale of your home or other real estate: Form 1099-S
	Address, telephone/cell phone numbers, email address			Second mortgage interest paid
	Valid (unexpired) Picture ID (Bank Products ONLY)			Real estate taxes paid (all property)
	Provide signed Form 8332 for any dependents claimed pursuant to post ’85 divorce decree, non-custodial parents ONLY			Rent paid during previous year
Income				1099-A: Abandonment of property
	Amount of Stimulus Payment (if received)			If new rental, bring HUD closing statement & tax bill
	W-2 Forms		Financial Assets
	Interest income statements: Form 1099-INT & 1099-OID			IRA Contributions made/planned Roth & Traditional
	Interest from any Partnerships, Trusts, S-Corps, Estates & Tax Shelters			Traditional IRA basis
	Dividend income statements: Form 1099-DIV			Value of IRAs on Dec. 31, 2010
	State and local income tax refund: Form 1099-G		Deduction Documents
	Alimony received			State & local income tax: your estimate tax voucher for the current tax year
	1099 Forms/Self Employment Income			State & local income tax paid during tax year
	Proceeds from broker transactions: Form 1099-B (Include cost basis if known)			IRA, Keogh & other retirement contributions
	IRA/Retirement Plan Distributions: Form 1099-R			Medical, Dental and Long Term Care expenses
	Pensions and annuities: Form 1099-R			Long Term Care Insurance Premiums
	Rental Real Estate Income			Substantial Casualty or theft losses
	K-1: Income from Partnerships, Trusts, S-Corps & Estates (Not needed if we prepare entity return)			Personal property tax information (excise tax on vehicles)
	Farm income			Mileage Log (required)
	Unemployment Compensation: Form 1099-G			Other miscellaneous deductions
	Social Security Benefits received
	Income from jury duty
	Legal awards/settlements
	Gambling and lottery winnings
	Prize Money
	Scholarships and fellowships
	1099-C: Cancellation of debt (credit card, house, etc.)