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Aces Tax Service
TIPS

Tax Relief Act of 1997

TAX RECORD CHECKLIST

Income
All W-2s
Other employee compensation
Interest and dividends
Rents and royalties
Sales of stock, personal residence and other property
Alimony
Pensions and annuities
Unemployment compensation
Social Security and Railroad Retirement benefits
Business and farm income
Partnership and trust income
State and local income tax refunds
Gambling and lottery winnings
Scholarships and fellowships
Other miscellaneous income

Deductions and Credits
Tax return preparation fees
Medical expenses
Home mortgage interest
Investment interest and expenses
Charitable contributions, both cash and property
Out-of-pocket expenses for volunteer services
Union and professional dues
Child and disabled-dependent care expenses
Job seeking expenses
Retirement plan contributions
Expenses for business use of car
Business travel and entertainment expenses
Alimony paid
Moving expenses
Real and personal property taxes
Casualty and theft losses
Qualified educational expenses
Vocational and job-related expenses
Forfeited interest
State and local income tax payments
Business credits



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