top of page

 Tax Preparation Checklist

General Taxable Income

_____ W-2 Form(s) for Wages, Salaries, and Tips

_____ Interest Income Statements: Form 1099-INT & 1099-OID

_____ Dividend Income Statements: Form 1099-DIV

_____ Sales of Stock, Land, ect: Form 1099-B

_____ Sales of Real Estate: Form 1099-S

_____ State or Local Tax Refunds: Form 1099-G

______ Cancellation of Debt: Form 1099-C

_____ Alimony Received or Paid

_____ Unemployment Compensation Received Form 1099-G

_____ Miscellaneous Income: Form 1099-MISC

_____ Records of Jury Duty

_____ Prizes and other awards

_____ Lottery Winnings Form W-2G

_____ Foreign Earned Income and Foreign Taxes Paid

_____ Distributions from an HSA, Archer MSA, or Medicare Advantage

Retirement Income

_____ Retirement Income: Form 1099-R

_____ Social Security and Railroad Income: Form SSA-1099

Tax Credits Checklist

____ Child Care Provider Address I.D. Number and Amounts Paid

____ Adoption Expense Information

____ Foreign Taxes Paid

____ First Time Home Buyer Credit

Business Income

____ Business Income and Expenses

____ Rental Income and Expenses

____ Farm Income and Expenses

____ Form K-1 Income from Partnerships, Trusts, and S-Corporations

____ Miles Traveled for Business Purposes

____ Home Office Expenses

Expense and Tax Deduction Checklist

____ Medical Expenses for Family

____ Medical Insurance Paid

____ Prescription Medicines and Drugs

____ Doctor and Dentist Payments

____ Hospital and Nurse Payments

____ Eye Exams and Perscription Glasses Payments

____ Miles Traveled for Medical Purposes

____ Home Mortgage Interest from Form 1098

____ Home Second Mortgage Interest Paid

____ Property Taxes Paid

____ State and Local Taxes Paid (if itemized)

____ Cash Contributions to Charity

____ Fair Market Value of Non-cash Contributions to Charities

____ Unreimbursed Expenses Related to Volunteer Work

____ Miles traveled for Volunteer programs

____ Casualty and Theft Losses

____ Amount paid to Professional Tax Preparer

____ Unreimbursed Expenses Related to Your Job

____ Miles traveled Related to Your Job

____ Union and Professional Dues

____ Investment Expenses

____ Job Hunting Expenses

____ Retirement Contributions

____ Gambling Expenses

____ Student Loan Interest Paid 1098-E

____ Moving Expenses

Tax Estimate Payments Checklist

____ Estimated Payments Made to IRS, State, and Local Tax Agencies

____ Last Year's Tax Return Overpayment Applied to This Year

____ Off Highway Fuel Taxes Paid

_____ Energy Efficiency Property Expenses

General Information

___ Copy of Last year's Tax Return

___ Years of Birth and Social Security Number for You and Your Spouse

___ Dependents names, Years of Birth, and Social Security Numbers

___ Education Expenses for You and Your Spouse

___ Dependents Post High School Educational Expenses

___ Child Care Expenses for Each Dependent

___ Prior Year Personal Identification Number (PIN)

___ Routing Transmit Number (RTN) (For direct deposit/debit purposes)

___ Bank Account Number (BAN) (For direct deposit/debit purposes)

____ Form 2439s - notice to shareholder of undistributed long-term capital gains

___ Previous Year Tax Return Short and Long Term Capital Loss Carryover

___ Proof of health insurance Form 1095 – includes health insurance marketplace statement (1095-A), health coverage (1095-B) and employer-provided health insurance offer and coverage (1095-C)

bottom of page