Personal Information

Did your marital status change during 2007?	yes   no
If married, do you and your spouse want to file separate returns?	yes   no
Did your address change during 2007?	yes   no
Can you or your spouse be claimed as a dependent by another taxpayer?	yes   no

Dependents

Were there any changes in dependents from the prior year?	yes   no
Did you pay for child care while you worked or looked for work?	yes   no
Do you have any children under age 14 with unearned income more than $800?	yes   no
Did you adopt a child or begin adoption proceedings during 2007?	yes   no

Purchases, Sales and Debt

Did you have any debts canceled, forgiven, or refinanced during 2007?	yes   no
Did you start a new business, purchase a new rental property or farm, or acquire any new interest in any partnership or S Corporation during 2007?	yes   no
Did you sell an existing business, rental property, farm, or any existing interest in a partnership or S Corporation during 2007?	yes   no
Did you sell, exchange, or purchase any real estate in 2007?	yes   no
Did you withdraw any amounts from your IRA or Roth IRA to acquire a principal residence?	yes   no
Did you receive grants of stock options from your employer, exercise any stock options granted to you or dispose of any stock acquired under a qualified employee stock purchase plan?	yes   no
Did you pay any student loan interest in 2007?	yes   no
Did you take out a home equity loan in 2007?	yes   no
Are you claiming a deduction for mortgage interest paid to a financial institution for which someone else received the Form 1098?	yes   no

Itemized Deductions

Did you contribute property (other than cash) with a fair market value of more than $5,000 to a charitable organization?	yes   no
Did you incur any casualty or theft losses during the year?	yes   no

Miscellaneous

Did you or you spouse contribute to or establish a medical savings account (MSA) during 2007?	yes   no
Did you or your spouse contribute to a Roth IRA or convert an existing IRA into a Roth IRA?	yes   no
Did you withdraw any amounts from your IRA to pay for higher education expenses incurred by you, your spouse, your children or grandchildren?	yes   no
Did you withdraw any amounts from an educational IRA?	yes   no
Did you or your dependents incur any post secondary education expenses, such as tuition?	yes   no
If you or your spouse are self-employed, are you or your spouse eligible to be covered under an employer's health plan at another job?	yes   no
Did you move to a different home because of a change in the location of your job?	yes   no
Did you pay an individual for domestic services performed in your home?	yes   no
Did you receive unreported tip income of $20 or more in any month of 2007?	yes   no
Did you or your spouse receive distributions from long-term care insurance contracts?	yes   no
Did you have any foreign income or pay any foreign taxes during 2007?	yes   no
Were you or your spouse a grantor or transferor for a foreign trust, have an interest in or signature or other authority over a bank account, securities account, or other financial account in a foreign country?	yes   no
Did you create or transfer money or property to a foreign trust?	yes   no
Did you purchase a new "clean fuel" vehicle or electric vehicle during 2007?	yes   no
Did you use gasoline or special fuels for business or farm purposes (other than for a highway vehicle) during the year?	yes   no
Have you received a punitive damage award or an award for damages other than for physical injuries or illness?	yes   no
Did you engage in any bartering transactions?	yes   no
Were you notified by the IRS or other taxing authority of any changes in prior year returns?	yes   no

Sale of Your Home

Did you sell your home in 2007?	yes   no
If yes, did you own and occupy the home as your principal residence for at least two years of the five-year period prior to the sale?	yes   no
Did you ever rent out this property?	yes   no
Did you ever use any portion of the home for business purposes?	yes   no
Have you or your spouse sold a principal residence within the last two years?	yes   no
At the time of the sale, was the residence owned by the taxpayer, spouse or both?	yes   no

Severance/Retirement

Did you retire or change jobs in 2007?	yes   no
Did you receive retirement/severance compensation?	yes   no
Did you or your spouse turn age 70 1/2 during the year and have money in an IRA or other retirement account without taking any distribution?	yes   no

Gifts

Did you make any gifts, including birthday, holiday, anniversary, graduation, etc., to one individual that total more than $11,000 during the year?	yes   no
Did you make any gifts to a trust during the year?	yes   no
Do you have a life insurance trust?	yes   no

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