Tax - Customized Checklist of Tax Information Required

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1.	Were you married as of Dec. 31, 2009?	Yes	No

2.	Did anyone (other than your spouse) live in your home at some point during the year or did you provide support for someone who didn't live with you?	Yes	No

a.	Was this person an ex-spouse?	Yes	No
b.	Was this person your parent or some other adult?	Yes	No
c.	Was this person your child?	Yes	No

a.	Did you receive this income as an employee?	Yes	No
b.	Did you receive this income as a contractor or from self-employment?	Yes	No
c.	Did you drive your vehicle for work-related activities other than commuting to and from your job?	Yes	No

a.	Did you have any pension, IRA, or social security income, or rollover any amounts from a pension or IRA?	Yes	No
b.	Did you have savings or investment income (i.e. capital gains, dividends or interest)?	Yes	No
c.	Did you rent property to someone else?	Yes	No
d.	Did you drive your vehicle for purposes related to your rental property?	Yes	No
e.	Did you have any additional income we haven't mentioned yet?	Yes	No

6.	Are you going to itemize your deductions, such as mortgage interest, property taxes, charitable contributions, medical expenses, etc? (Hint: If you're not sure, say Yes)	Yes	No

7.	Did you make any contributions to an IRA?	Yes	No

8.	Did you live, work or own property in a federally declared disaster area?	Yes	No

9.	Did you purchase a new vehicle on or after Feb. 17, 2009 through Dec. 31, 2009?	Yes	No

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