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The list below contains information and
documents
you will need for
income tax and insurance purposes if you are
the victim of a disaster.
It is recommended that you assemble these
items in an easy to carry
box(es) so you will be better prepared if
(or when) the next disaster
strikes.
1. Copies of the past four years' tax
returns.
If you have a
business, you should also include any business
returns (such as
corporate, sales tax, payroll, etc.).
2. Copy of final escrow for home purchase
if
you own your home and a
list of any major improvements to the home
and their cost.
3. Copies of important papers such as birth
certificates, citizenship
papers, social security cards, green cards,
etc.
4. Copies of driver's license(s) for all
drivers
in the family, car
title and registration for all cars owned
or leased by the family.
5. A list of all current prescription
medication
including the name
and strength of medication and the telephone
numbers for family
doctors and pharmacies.
6. A notebook containing negatives of important family photos.
7. Photos or a video tape of the inside and
outside of the house; a
copy of the photos or tape should also be
in your safe deposit box.
8. Copies of all insurance policies (home, life, auto).
9. Important telephone numbers for family
members,
doctors, baby
sitters, schools, work numbers, emergency
numbers such as fire,
police, ambulance (911 and local numbers)
and the telephone number for
an out of town contact (relative or friend).
10. A list of investments, bank accounts,
credit
card numbers and
other important account numbers with telephone
numbers for each. For
example, the name, account number and broker
who holds investments
which might be needed for emergency money.
From:
===================
IRS The Bottom Line
===================
September 17, 1998
Tax Practitioner Newsletter
Internal Revenue Service
Northern California District
Communications Office
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