Getting Ready
Tax Tips for the beginning of the year from Notch Consulting 2009
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What would the New Year be without information on tax preparation?! Tax laws and regulations change often. That’s whywe issue a
NEW Tax Checklist
to you each year.Use this checklist to help you gather your important personal,employment, residential, and financial information for theupcoming tax season. Certainly,
not all these items will apply toyou
– simply check those that you know you’ll need. You shouldreceive most of this information by the first week in February.
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Social Security Numbers (including spouse and children)Child care provider: Name, address and tax I.D. or SocialSecurity Number Alimony paid: Social Security Number of recipientInformation on current military service
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Employment Earnings W-2Unemployment compensation 1099-GMiscellaneous income including rental income 1099-MISCPartnership, S Corporation, & trust income Schedules K-1Pensions, annuities and/or retirement plan distributions 1099-R Social Security/RR1 benefits SSA-1099 and/or RRB-1099 (railroad)Alimony receivedJury duty payGambling, lottery winnings, prizes and awards 1099-GScholarships and fellowshipsState and local income tax refunds 1099-GInterest income statements 1099-INT & 1099-OIDDividend income statements 1099-DIVProceeds from broker transactions 1099-BEarly withdrawal penalties on CDs and other time deposits 1099-INT
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Residential address(es) for this year Mortgage interest 1098Sale of your home or other real estate 1099-S
Getting Ready
is a publication of Notch Consulting. For more information on material included in this issue, contact Sue Fuss, AccreditedTax Preparer, at 518-366-4990. Please feel free to share this document.
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