What to Bring Checklist  ~  Gather any of the items listed below, bring them to 4 My Money Matters and let us prepare your income tax return that results in the largest allowable refund for you.

PERSONAL INFORMATION FOR EACH FAMILY MEMBER:
• Name
• Date of Birth
• Social Security Card
• Last Year’s Federal and State Tax Returns
• Valid Driver’s License

INCOME AND TAX INFORMATION:
• W-2 Wage Statements
• Interest (1099-INT or substitute)
• Dividend Slips (1099-DIV or substitute)
• Stock Sales (1099-B or Broker Statement)
• Self-Employment Income and Expenses
• Sale of a Personal Residence
• Rental Income and Expenses
• Sale of any Business Assets
• Gambling or Lottery Winnings (W-2G for some winnings)
• State Income Tax Refund (1099-G)
• Pension Income (1099-R)
• Estimated Taxes Paid
• Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
• IRA or 401(k) Distribution (1099-R)
• Unemployment Compensation (1099-G)
• Miscellaneous Income (1099-MISC)

DEDUCTIONS/ADJUSTMENTS:
• Medical Expenses
• Real Estate or Personal Property Taxes
• Mortgage Interest
• Charitable Contributions
• Employee Business Expenses
• Gambling Losses
• Moving Expenses
• Traditional IRA Contributions
• Higher Education Expenses
• Educator Expenses
• Student Loan Interest

TAX CREDITS:
• Child Care Provider/Address and Employer Identification Number or Social Security Number
• Adoption Expenses
• Retirement Savings Contributions

 2009 Tax Calendar

January 15 - Make the fourth payment of your 2008 estimated tax if you are not paying your income tax for the year through withholding (or will not pay in enough tax that way). Use Form 1040-ES. You won't need to make the fourth payment if you file your 2008 tax return and pay any tax due by February 2.
February 2 - W-2s are due from your employer.  Forms 1099 are due from payers of interest, dividends and other specified types of income.
February 17 - If you were exempt from income tax withholding for 2008, you must file a new Form W-4 with your employer to continue your exemption for the next tax year.
April 15 - Tax returns are due.  Get a 6-month extension to file your return. You can submit Form 4868, Application for Automatic Extension of Time To File. This form must be postmarked on or before April 15.  With the extension, your new deadline for filing your return will be October 15. Last day to set up an IRA or make IRA contributions for the 2008 tax year even if you get an extension. Make the first payment of the current year's estimated tax if you aren’t paying your income tax for the year through withholding (or will not pay in enough tax that way). Use Form 1040-ES.
June 15 - Make the second payment of the current year's estimated tax if you aren’t paying your income tax for the year through withholding (or will not pay in enough tax that way). Use Form 1040-ES.
September 15 - Make the third payment of the current year's estimated tax if you aren’t paying your income tax for the year through withholding (or will not pay in enough tax that way). Use Form 1040-ES.
October 15 - If you filed Form 4868 extending the due date of your return, file your tax return by October 15 and pay any tax, interest or penalties due

Additional Resources
Professional Organizations and Governmental Agencies
Social Security Administration
Internal Revenue Service (IRS)

California Franchise Tax Board   
News and Information
The Wall Street Journal
CNN Financial News
Market Watch
Tax Law Resources
Federal Tax Law Library - Duke University
Law Library of Congress