What to bring when you come in
to have your taxes prepared*:

You should receive by mail the forms you need from your
employer or financial institution.
If haven't received some of these forms, come in anyway...
we'll get you started and help you get them.

Employment & Income Information
• W-2 form for 2009
• Unemployment compensation: Form 1099-G
• Miscellaneous income including rent: Form 1099-MISC
• Partnership, S corporation and trust income: Schedule K-1
• Pensions and annuities: Form 1099-R
• Social Security/railroad retirement benefits: 1099-SSA
• Alimony received

Homeowner/Renter Information
• Mortgage interest: Form 1098
• Sale of your home or other real estate: Form 1099-S
• Real estate taxes paid

Financial Assets Information
• Personal property tax receipts
• Expenses
• May include forms 1099-B, 1099-DIV, 1099-INT, 1099-OID, 1099-MISC and 1099-R

Personal Property Tax Receipts

Expenses
• Gifts to charity
• Childcare expenses
• Health savings account (HSA)
• Higher education fees: Form 1098-T

LINE ONE INC. SERVING JACKSON HOLE, TETON VALLEY & STAR VALLEY
JACKSON 307-733-2408
STAR VALLEY 307-885-5409

* information modified from Edward Jones February, 2010 Investment Perspective