Tax Prepare Checklist
- Personal Data
- Social Security Numbers (including spouse and children)
- Child care provider tax I.D. or Social Security Number
- Employment & Income Data
- W-2 forms for this year
- Partnership and trust income
- Pensions and annuities
- Alimony received
- Jury duty pay
- Gambling and lottery winnings
- Prizes and awards
- Scholarships and fellowships
- State and local income tax refund
- 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
- Real estate taxes paid
- Rent paid during tax year
- Moving expenses
- Financial Assets
- Interest income statements: Form 1099-INT & 1099-OID
- Dividend income statements: Form 1099-DN
- Proceeds from broker transactions: Form 1099-B
- Tax Refunds & unemployment compensation: Form 1099-G
- Miscellaneous income including rent: Form 1099-MISC
- Retirement plan distribution: Form 1099-R
- Financial Liabilities
- Auto loans and leases (account numbers and car value) if vehicle used for business
- Student loan interest paid
- Early withdrawal penalties on CDs and other time deposits
- Automobiles
- Personal property tax information
- Expenses
- Gifts to charity (receipts for any single donations of $250 or more)
- Unreimbursed expenses related to volunteer work
- Unreimbursed expenses related to your job (travel expenses,
entertainment, uniforms, union dues, subscriptions)
- Investment expenses
- Job-hunting expenses
- Education expenses
- Child care expenses
- Medical Savings Accounts
- Adoption expenses
- Alimony paid
- Tax return preparation expenses and fees
- Self-employment Data
- K-1s on all partnerships
- Receipts or documentation for business-related expenses
- Farm income
- Deduction Documents
- State & local income tax: estimated tax vouchers
- IRA, Keogh & other retirement plan contributions
- Medical expenses
- Other miscellaneous deductions
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