Tax Preparation Checklist

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)