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TAX PREP
CHECKLIST
PERSONAL INFORMATION
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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)
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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)
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EMPLOYEE INFORMATION
Form W-2
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RETIREMENT INCOME/IRA INFORMATION
Pension / IRA annuity income (Form 1099-R)
Social Security information (Form 1099 SSA)
Form 5498 showing IRA contributions
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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
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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
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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
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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
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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