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Tax Preparation Checklist

                          TAX PREPARATION CHECKLIST

This list is to assist you in gathering items useful in completing your tax return.
Please bring all applicable items from this checklist and any other additional
information that may be helpful in completing your return. Please bring in your
Federal and State Tax Return from last year.
Personal Data
Social Security Numbers (including spouse and children)
Child care prov...ider: Name, address and tax ID or Social Security
Alimony paid: Social Security Number
Employment & Income Data
W2 forms for this year
Unemployment compensation: Forms 1099-G
Miscellaneous income including rent: Forms 1099-Misc & Interest Inc.
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 Awards
Scholarships and 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 (Home Equity Loans)
Real estate taxes paid
Moving Expenses

Financial Assets

Interest income statements: Form 1099-INT and 1099-DIV
Dividend Income statements: Form 1099-DIV
Proceeds from broker transactions Form 1099-B
Information about purchase and sale dates and prices from stock/funds
Retirement plan distribution: Form 1099-R
Financial Liabilities
Auto loans and leases if vehicle used for business
Student loan interest paid
Early withdrawal penalties on CDs and time deposits (or IRAs)
Gifts to charity (qualified written statement from charity if over $500
Unreimbursed expenses related to your volunteer work including
Unreimbursed expenses related to your job (mileage, travel expenses,
uniforms, union dues, subscriptions, training, etc.
Investment expenses.
Job-hunting expenses
Job-related education expenses
Tuition payments for qualified education.
Child care expenses
Medical Savings Accounts
Adoption Expenses
Alimony paid
Tax return preparation expenses and fees
State sales tax amounts…receipts for major purchases.
Self-Employment Data
Business Income: Forms 1099-MISC and/or own records
Business-related expenses: Receipts, other documents and own records.
Employment taxes and other business taxes paid for current year.
Miscellaneous Tax Documents
Federal and state tax return from previous year
Federal and state estimated tax payments made during the year.
IRA, Keogh and other retirement plan contributions.
Medical Expenses-including insurance payments, prescriptions, dentist
and Dr. visits, and mileage
Records for any other revenue or sale of property that may be taxable or

If you use an area of your home specifically and exclusively for business, you may be able
to deduct a portion of homeowner’s insurance, the annual cost of repairing and maintaining
your home, and utilities paid for electricity, gas, water, garbage, telephone, internet
connection, etc, so you will need to calculate totals for all of the utility items. Measure the
square footage of the portion of your home used excusively for business, as well as the total
square footage of your entire home. If you plan to depreciate this portion of your home, you
will need to know the Purchase price of the home, date of purchase, and the cost of the land
the home sits on.

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