You can use any of the documents listed below that apply to you.

Personal Data
• Social Security Numbers (inluding spouse and children)
• Child care provider information (Name, address, Tax I.D. or Social Security Number)
• Alimony paid (Social Security Number)

Employment & Income Data
• W-2 forms and tax returns for 2002
• W-2 forms for 2003
• Unemployment compensation (Forms 1099-G)
• Miscellaneous income, including rent (Forms 1099-MISC)
• Partnership, S Corporation and trust income (Schedules K-1)
• Pensions and annuities (Forms 1099-R)
• Social Security/RR1 benefits (Forms RRB-1099)
• Alimony received
• Jury duty pay
• Gambling and lottery winnings
• Prizes and awards
• Scholarships and fellowships
• State and local income tax refunds (Forms RRB-1099-G)

Homeowner/Renter Data
• Residential address(es) for 2003
• Mortgage interest (Form 1098)
• Sale of your home or other real estate (Form 1099-S)
• Second mortgage interest paid
• Real estate taxes paid
• Rent paid during tax year
• Moving expenses

Financial Assets
• Interest income statements (Forms 1099-INT and 1099-OID)
• Dividend income statements (Forms 1099-DIV)
• Proceeds from broker transactions (Form 1099-B)
• Retirement plan distribution (Form 1099-R)

Financial Liabilities
• Auto loans and leases if vehicle is used for business (account numbers and car value)
• Student loan interest paid
• Early withdrawal penalties on CDs and other time deposits

Automobiles
• Personal property tax information

Expenses
• Gifts to charity (qualified written statement from charity for any single donations of $250 or more)
• Unreimbursed expenses related to volunteer work
• Unreimbursed expenses related to your job (travel expenses, uniforms, union dues, subscriptions)
• Investment expenses
• Job-hunting expenses
• Job-related education expenses
• Child care expenses
• Medical Savings Accounts
• Adoption expenses
• Alimony paid
• Tax return preparation expenses and fees

Self-employment Data
• Business income (Forms 1099-MISC and/or your own records)
• Partnership SE income (Schedules K-1)
• Business-related expenses (reciepts, other documents and your own records)
• Farm-related expenses (reciepts, other documents and your own records)
• Employment taxes and toher business taxes paid for 2003 (payment records)

Miscellaneous Tax Documents
• Federal, state and local estimated income tax paid for 2003
• Estimated tax vouchers, cancelled checks and other payment records
• IRA, Keogh and other retirement plan contributions (if self-employed, identify as self or employees)
• Records to document medical expenses
• Records to document casualty or theft losses
• Records for any other expenditures that may be deductible
• Records for any other revenue or sales of property that may be taxable or reportable