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