1040-INDIVIDUAL CLIENTS    WE WILL ALSO NEED THE FOLLOWING INFORMATION:               -Forms W-2, W-2G             -Forms 1099-INT or 1099-DIV reporting interest and dividend income             -Forms 1099-R, or other statements reporting pension, annuity, IRA  distributions or rollovers             -Form 1099Q - Education/Tuition payments             -Brokerage statements relating to securities transactions (stocks, bonds, etc.) with a                "realized gains and losses" schedule             -Forms 1098, or other statements reporting real estate tax, home mortgage interest and real              estate tax payments             -Mortgage statements showing balance of loan as of January 1, 2009 and December 31, 2009             -If you had a household employee(s), copies of all 2009 state unemployment quarterly reports              and 2009 W-3/W-2's if these were NOT prepared by our office             -Notices sent to you from the IRS or other taxing authorities             -Schedule K-1 showing income and deductions from Partnerships, S-Corporations, Estates              and Trusts             -HUD-1 real estate settlement statements (pages 1 & 2) if you purchased or sold a residence,              rental property, land investment or if you refinanced any property during the year             -The real estate assessment from the county or city if you acquired a rental property this year             -529/Prepaid Tuition plan statements for the current year             -A copy of the invoice for home energy credits             -Any other tax documents that you have questions about       Once all your information has been entered and you have completed the organizer, you can select “ send to accountant”  and send it to us.  With the organizer you can attach your scanned source documents.  If you do not attach them to the organizer please deliver them to our office as soon as possible, as your return will not be started until we receive the source documents.    Tax Season 2009 Schedule:   March   10th: last day to schedule an appointment to meet with a staff member on or before March 19th; 19th: last day of appointments until after tax season; 20th: last day for Client Organizers to be received by us for guaranteed tax preparation  by April 15th.   April 8th: last day to deliver extension information to our office; 15th: last day to pick up completed tax returns by 12 p.m.; 16th: office is closed.