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TAX PREP
CHECKLIST

PERSONAL INFORMATION

Name, Address, and Social Security Number (SS#)

Your spouse's full name and SS#

Alimony paid & full name and SS# of ex-spouse

Proof of health insurance (Form 1095-A, 1095-B, 1095-C)

 

INFORMATION FOR OTHERS ON RETURN​

Dates of birth and SS#s

Childcare records including tax ID of childcare provider

Income of other adults in your home

Form 8332 showing custodial parent is releasing their right to claim a child to you (if applicable)

EMPLOYEE INFORMATION

Form W-2

RETIREMENT INCOME/IRA INFORMATION

Pension / IRA annuity income (Form 1099-R)

Social Security information (Form 1099 SSA)

Form 5498 showing IRA contributions

SAVINGS & INVESTMENTS

Investment & dividend income (1099-INT, 1099-DIV, 1099-OID)

Income from sales of stock or other property (1099-B, 1099-S)

Dates of acquisition and records showing cost basis of property sold if not reported on 1099-B

RENTAL PROPERTY INCOME

Records of income and expenses

Rental asset information (cost, date placed in service, etc)

SELF EMPLOYMENT INFORMATION

Forms 1099-Misc and Schedules K-1

Records of all expenses

OTHER DEDUCTIONS AND CREDITS

Mortgage interest statement (Form 1098)

Real estate and personal property tax records

Records of charitable contributions (church, 501c(3), etc.)

Records of non-cash donations (Am-Vets, Goodwill, etc)

Amounts paid for healthcare, insurance, doctors, etc

Miles driven for charitable or medical purposes

Records of energy-saving home improvements

HSA contributions (Form 5498-SA)

Records of estimated tax payments made

EDUCATION PAYMENTS

Forms 1098-T from educational institutions

Summary of all itemized education expenses

Records of any scholarships received

Forms 1098-E if you paid interest on student loans

OTHER INCOME

Unemployment income

State tax refund (Form 1099-G)

Amount of alimony received

HSA & long-term care reimbursement (1099A, 1099-LTC)

Jury duty records

Hobby income and expenses/prizes and awards

Have all of your tax doc's?

Upload your doc's online, and start your return from home.