This check list is designed to help you collect and report the information needed to prepare your 1999 income tax return.

Please provide the following information:

• A copy of your 1998 tax return(if not in our possession).
• Original Form(s) W-2.
• Schedule(s) K-1 showing income or loss from partnerships, S corporations, estates or trusts.
• Copies of other compensation or pension documentation. Form 1099-MISC or Form 1099-R, for example.
• Form(s) 1099 or statements reporting dividend and interest income.
• Brokerage statements showing transactions for stocks, bonds, etc.
• Form(s) 1098 reporting interest paid and copies of real estate tax bills and other information relating to real property holdings.
• Copies of closing statements regarding the sale or purchase or real property.
• Documentation for rental income and expenses.
• All other information notices you have received or any items you have questions about.

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