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Tax Return Preparation Checklist (Tax Year 2013) - page 2 / 5





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Stock, bond, option… sold, exchanged, or closed out (Form 1099-B) Stock, bond, option… became worthless, or a debt became uncollectible Gambling winnings (Form W-2G) & gambling losses Combat pay U.S. Savings Bonds that reached final maturity during 2013 (see http://www.treasurydirect.gov/forms/savpdp0027.pdf for final maturities) Debt canceled or forgiven (Form 1099-C) Property abandonment or foreclosure (Form 1099-A) Bartering transactions (Form 1099-B) Estimated tax payment(s) Dependent(s) changed from previous year Have a dependent under age 19, or who is age 19 through 23 and is a full-time student, and has taxable investment income greater than $2,000 Full-time student for at least five months Higher education expenses for you or your dependent (Form1098-T) Coverdell or 529 education savings program contribution or distribution (Form 1099-Q) Student loan interest paid (Form 1098-E) IRA, SEP-IRA, or similar retirement plan contribution for 2013 (excluding 401k and 403(b) contributions) Dependent care payment (example: day care) Moving expenses Adoption expense or finalized an adoption Kindergarten through 12th grade teacher, instructor, counselor, principal or aide with non-reimbursed out-of-pocket expenditures Volunteer firefighter or member of the women’s auxiliary Military reserve member away overnight more than 100 miles away from home while in service Emergency medical responder or volunteer firefighter and received: a qualified state or local tax benefit; a reduction or rebate of a taxMedical & dental expenses, excluding long-term care insurance premiums (reference “Medical & Dental Checklist” available from Tax Matters Inc.) Long-term care insurance premiums Self-employed (or a partner or a more-than-2%-shareholder of an S corporation), and paid health insurance or long-term care insurance for you or your child under age 27 (even if not your dependent)

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