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HOME SERVICES SOFTWARE TAX CENTER RESOURCES

Checklist for filing Income Taxes

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Last Year's Federal and State Tax Returns
Dependents’ Social Security Numbers & Dates of Birth
Wage Statements - Form W-2
Pension or Retirement Income - Form 1099-R
Interest and Dividend Income - Form 1099-INT/Form 1099-DIV
State Income Tax Refund Amount - Form 1099-G
Social Security Income - Form SSA-1099
Unemployment Income - Form 1099-G
Commissions Received/Paid
Information on sales of Stocks or Bonds - Form 1099-B
Self-Employed Business/Farm Income & Expenses - Form 1099-MISC
Lottery or Gambling Winnings - Form W-2G
Lottery or Gambling Losses
Income and Expenses from Rentals
Income from Partnerships, S Corporations, Trusts, and Estates - Schedule K-1
IRA Contributions
Alimony Paid or Received
Child Care Expenses & Provider Information
Medical, Eye Care, and Dental Expenses
Cash or Non Cash Donations
Record of Purchase or Sale of Residence
Mortgage or Home Equity Loan Interest Paid - Form 1098
Real Estate and Personal Property Taxes Paid
State or Local Sales Taxes Paid
Un-reimbursed Employment-Related Expenses
Job-Related Educational Expenses
Educator Expenses
Tuition and Education Fees - Form 1098-T
Student Loan Interest - Form 1098-E
Casualty or Theft Losses
Estimated Taxes
Foreign Taxes Paid

 

 

 

 

 

 

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1040EZ

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2009


FED Tax Table

CO State Tax Table

CO State Forms

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