Tax Preparation Checklist
Personal Data
□Social Security Numbers (including spouse and children)
□Child care provider: Name, address and tax l.D. or Social Security Number
□Alimony paid: Social Security Number
Employment & Income Data
W-2 forms for this year
□Unemployment compensation: Forms 1099-G Miscellaneous income including rent: Forms 1099- MISC
□Partnership, S Corporation, & trust income: Schedules K- 1 Pensions and annuities: Forms 1099-R
□Social Security/RR1 benefits: Forms RRB- 1099
□Alimony received
□Jury duty pay
□Gambling and lottery winnings Prizes and award
□Scholarships an fellowships
□State and local income tax refunds Form 1099-G
Homeowner/Renter Data
□Residential address(es) for this year
□Mortgage Interest Form 1098
□Sale of your home or other real estate: Form 1099-S
□Second mortgage interest paid
□Real estate taxes paid
□Rent paid during tax year LII Moving expenses
Financial Assets
□Interest income statements: Form 1099- INT & 1099- OlD
□Dividend income statements: Form 1099-DIV
□Proceeds from broker transactions: Form 1099-B
□Retirement plan distribution: Form 1099-R
Financial Liabilities
□Auto loans and leases (account numbers and car value) if vehicle used for business
□Student loan interest paid
□Early withdrawl penalties on CD’s and other time deposits
Automobiles
□Personal Property tax information
Expenses
□Unreimbursed expenses related to volunteer work
□Unreimbursed expenses related to your job (travel expenses, uniforms, union dues, subscriptions)
□Investment expenses
□Job-hunting expenses
□Job- related education expenses
□Child care expenses
□Medical Savings Accounts
□Adoption expenses
□Alimony paid
□Tax return preparation expenses and fees
□Gifts to charity (qualified written statement from charity for any single donations of $250 or more)
Self- employment Data
□Business income: Forms 1099-MISC and/or own records
□Partnership SE income: Schedules K- 1
□Business- related expenses: Receipts, other documents & own records
□Farm- related expenses: Receipts, other documents & own records
□Employment taxes & other business taxes paid for current year: Payment records
Miscellaneous Tax Documents
□Federal, state, & estimated income tax paid for current year:
Estimated tax vouchers, cancelled checks & other payment records
□IRA, Keogh and other retirement plan contributions: If self-employed, identify as for self or employees
□Records to document medical expenses
□Records to document casualty or theft losses
□Records for any other expenditure that may be deductible
□Records for any other revenue or sales of property that may be taxable or reportable