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Doubtless there will be other suggestions, but it seems to me that one of the best things you can do, before mailing off this year's return, is to compare it to last year's return - and make sure you understand all the differences. If you'd done this last year, you'd have seen that savings bond interest wasn't reported, whereas it had been in prior years. That would've been a clue. Similarly, if last year you received a 1099-DIV from, say, Fidelity, and you don't have such a form this year, ask yourself, "Hmmm. I wonder why that is? Did I sell those funds last year? Did I receive the form, and just misplace it?"

Anyway, the point is that last year's return is an excellent sanity check on this year's return...

Lorenzo
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