Teders - individual checklist

Individual Organizer Checklist

Did you receive an IOU from California last year?
Change your address from last year
Did you move? Was it for employment or business reasons? Was it to/from another state?
Do you wish to have your tax return mailed to an address other than that on the return?
Change your marital status
Become legally blind or disabled
Buy, sell, or short sale any property? Please bring in your escrow statement (HUD-1) and Forms 592-B, 593-B, or 3528A (first home credit)
Have any debt relief, foreclosure, or debt forgiveness? Please bring in 1099-A and/or 1099-C
Rent for at least 6 months

Have any changes to dependent information? Bring in the Social Security Card for new dependents
Did you adopt a child
Pay for child care? Please provide amount paid for each child, as well as the name, address, phone number, and identifying number (SSN or EIN) of care provider
Can someone else claim you as a dependent

Make or receive alimony payments
Payments on prior year sales of property
Trade a vehicle in on the "Cash for Clunkers" program
Rental or royalty income
Tax exempt interest, disability payments, or other non-taxable income
Foreign taxable income or foreign tax
Are you a grantor or transferor for a foreign trust? Do you have an interest in, or other authority over a bank account, securities account, or other financial account in a foreign country?
Buy or sell securities? Please bring in your statements
Receive stock options or grants from your employer, or exercise stock options
Contribute to, withdraw from, or rollover a Keogh, IRA, or Roth IRA. Are you over 70 ½?
Unemployment, social security, or railroad retirement benefits
Any type of prize, award, loan settlement, tips, gambling winnings, or jury duty fees

Increase employees from 2008? Please bring in payroll records for 2008 and 2009
If you are claiming deductions for travel, entertainment, business gifts you must substantiate by adequate records, including: (1) Amount, (2) Time and place, (3) Date and description of gift, (4) Business relationship, and (5) Business purpose.
Use your car for business? You must maintain a mileage log!
Refinance your home loan? If yes, be sure to bring in your final closing settlement statement.
Use a portion of your home as an office
Start a new business
Sell or dissolve a business
Acquire new or additional interest in a partnership, LLC, or S-Corp
Purchase assets for use in a business
Work out of town at any time
Engage in any bartering transactions
Job seeking expenses

Consider making a Roth IRA conversion in 2010
Suffer a major casualty such as theft or storm damage
Contributions to or distributions from a Health Savings Account (HSA)
Receive any COBRA insurance
Purchase gasoline, fuel, etc. for a non-highway vehicle?
Purchase any items online, by phone, by mail, or out of state, where no California sales tax was charged on it
Purchase a Hybrid vehicle
Purchase a vehicle? Please bring in your Purchase Agreement Contract
DMV fees paid
Union dues paid
Did you give any gifts of more than $13,000 to any individual?
Do you wish to make voluntary California contributions to certain charities?
Do you want to allocate $3 to the Presidential Election Campaign Fund?
May the IRS discuss your return with your tax preparer?
Charitable contributions now need proof of donation. be sure to keep your receipts