• Social security number of any new dependents in 2011
• Estimated payments -- date of payment and amount
• Current e-mail address ______________________
• For direct deposit:
• Bank Name
• Bank Routing transit number
• Account number
• Type of account: checking ___  savings ___
• IRA contribution:  Traditional _____  Roth _____

Income

• W-2 Wage Statements
• 1099’s – Interest from banks or self-employment income
• Alimony (if recently divorced – divorce settlement papers)
• Refunds from state departments of revenue (i.e., Arizona refund)
• Capital gain –  from mutual funds
• Any pension distributions         
• Rental income
• Unemployment compensation
• Social Security benefits
• Information on any sale:
• Sale price
• Date of purchase
• Date of sale
• Acquisition price
• Improvements – if on a piece of rental property

All income is subject to taxes. The above is a list of the most common sources of income.

Deductions

• Medical expenses
• Medical mileage
• Nursing home costs
• Rehabilitation costs
• State taxes paid in 2011 for prior years
• Real estate taxes
• Personal property taxes (in Arizona, that is your car licenses)
• Home mortgage interest
• Charitable gifts, both cash and non-cash
• Cost of 2010 tax preparation and accounting paid in 2011
• Employee expenses – travel between jobs, professional dues, education, etc.
• Investment expenses, safe deposit box, investment magazines
• If you have your own business, any business expenses:
• Advertising
• Car expenses:
• Total miles driven
• Business miles driven
• Commute miles
• Actual expenses: repairs, gasoline, service, license plate tags, etc.
• Year and make of car
• Commissions and fees
• Furniture and Equipment purchases (also need dates purchased)
• Business insurance
• Rent (that you paid to someone for space)
• Did you remember to issue a Form 1099 to the landlord?
• Legal and professional services
• Office expenses:  utilities, cleaning service, telephone
• Supplies:  paper, pens, computer cartridges, etc.
• Travel
• Meals and entertainment
• Other expenses (example:  long distance telephone calls)
• Retirement contribution
• Medical Savings Plan contribution
• Rental expenses from homes or other property that you rent to someone else.
• Teaching supplies, if you are an educator

The above list is not exhaustive.  Generally, deductions are allowed if used to produce income.

Other Miscellaneous Items

• Please bring mortgage documents if you have purchased, sold or refinanced your home in 2011