Tax Preparation Checklist


Richardson & Associates believes in helping you in the best way, always!

You may use this checklist as a guide as you gather your documents for filing. Don't panic if you do not have everything on this list; you are not alone. Most people will not have everything on the tax prep list. Click on any box to continue.

 

 

Income

  • W-2 forms
  • Gambling and lottery winnings (Forms W-2G)
  • Unemployment compensation (Form 1099-G)
  • Pensions and annuities (Forms 1099-R)
  • Retirement plan distribution (Form 1099-R)
  • Social Security/RR1 benefits (Forms RRB-1099)
  • State and local income tax refunds (Form 1099-G)
  • Interest income statements (Form 1099-INT & 1099-OID)
  • Dividend income statements (Form 1099-DIV)
  • Proceeds from broker transactions (Form 1099-B)
  • Miscellaneous income, including rent (Form 1099-MISC)
  • Partnership, S Corporation, & trust income (Schedules K-1)
  • Alimony received
  • Jury duty pay
  • Prizes and awards
  • Scholarships and fellowships

 

Housing and Rental Expenses

  • Mortgage interest (Form 1098)
  • Real estate taxes paid
  • Sale of your home/real estate (Form 1099-S)
  • Moving expenses

 

Charitable Contributions

  • Gifts to charity- cash and noncash (qualified written statement from charity for any single donations in excess of $250)
  • Non-reimbursed expenses related to volunteer work
  • Examples: church, Red Cross, Salvation Army, Boy Scouts, etc.

 

Personal Information

  • Social Security Numbers of all dependents
  • Childcare provider information including name, address, and tax identification number or social security number
  • Any alimony paid and the social security number of former spouse

 

Personal & Employment Expenditures

  • Child care expenses
  • Records to document medical expenses
  • Non-reimbursed expenses related to your job (travel expenses, uniforms, union dues, subscriptions)
  • Job-related education expenses
  • Job-hunting expenses
  • Student loan interest paid
  • Early withdrawal penalties on CDs and other time deposits
  • IRA, Keogh and other retirement plan contributions (for self and/or employees)
  • Investment expenses
  • Tax return preparation expenses and fees paid in prior year
  • Federal, state & local estimated income tax paid for current year (estimated tax vouchers, cancelled checks & personal payment records)
  • Records to document casualty or theft losses
  • Medical Savings Accounts
  • Sales tax information on large purchases, such as automobile, boat, etc.
  • Alimony paid
  • Adoption expenses

 

Self-Employed Information

  • Business income (Form 1099-MISC and/or personal records)
  • Business-related expenses (receipts, other documents & personal records)
  • Rent paid during tax year
  • Employment taxes & other business taxes paid for current year (personal records)
  • Auto loans and leases if vehicle used for business - account numbers and car values
  • Partnership SE income (Schedule K-1)
  • Farm-related expenses (receipts, other documents & personal records)
  • Federal, state & local estimated income tax paid for current year (estimated tax vouchers, cancelled checks & personal payment records)
  • IRA, Keogh and other retirement plan contributions (for self and/or employees)

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Contact Us Today!

Phone:
  Broadview 708 343-3066 708 343-3066
  St. Charles 630 762-1855

Fax: 708 343-3187 
E-mail:
taxquestions@ra-taxes.com

Locations:
  2143 S. 15th Ave
  Broadview, Illinois 60155

  303 N 2nd St, Suite 25
  St. Charles, Illinois 60174

Business Hours

Sunday: closed
Monday: 10:30 am - 7:00 pm
Tuesday: 10:30 am - 7:00 pm

Wednesday: 10:30 am - 7 pm

Thursday: 10:30 am - 7:00 pm
Friday: 10:30 am - 6:30 pm
Saturday: 10:30 am - 5:00 pm

 

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Helping You in the Best Way...Always!