General Information

Your social security number and date of birth
Spouse’s social security number and date of birth
Children’s social security numbers and dates of birth
Social security number of any new dependents in 2006
Divorce paperwork, if divorced in 2006
Estimated payments – date of payment and amount
Current e-mail address

For direct deposit:
      Bank Routing transit number
      Account number
      Type of account: checking ___ savings ___

IRA contribution: Traditional _____ Roth _____
Moving expenses (if you moved over 50 miles closer to your employer).

Income Records

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., NC or other state 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. This above is a list of the most common sources of income.

  Deductions

Medical expenses (including medical mileage)

State taxes paid on prior years (paid with your 2005 tax return or for prior years)

Real estate taxes
Personal property taxes (in North Carolina, that is your car tax)
Home mortgage interest
Charitable gifts, both cash and noncash
Cost of tax preparation paid in 2006
Employee expenses – traveling 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:
              Year and Make of car
             Total miles driven
              Business miles driven
             Commute miles
              Actual expenses: repairs, gasoline, service, license plate tags, etc.
        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.

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 2006.