Tax Checklist


Tax Preparation Checklist


Personal Data

* Social Security Numbers (including spouse and children)
* Child care provider : Name, address and tax I.D. or Social Security Number
* Alimony paid: Social Security Number

Employment & Income Data

* W-2 forms for this year
* Unemployment compensation: Forms 1099-G
* Miscellaneous income including rent: Forms 1099-MISC
* 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 winning
* 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
* 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-DIV
* Proceeds from broker transactions: Form 1099-B
* 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


* Personal property tax information


* Gifts to charity (qualified written statement from charity for any single donations of $250 or more)
* Unreimbursed expenses related to volunteer work
* Unreimbursed expenses related to your job (travel expenses, uniforms, union dues, subscriptions)
* Investment expenses
* Job-hunting expenses
* Job-related education expenses
* Child care expenses
* Medical Savings Accounts
* Adoption expenses
* Alimony paid
* Tax return preparation expenses and fees

Self-employment Data

* Business income: Forms 1099-MISC and/or own records
* Partnership SE income: Schedules K-1
* Business-related expenses: Receipts, other documents & own records
* Farm-related expenses: Receipts, other documents & own records
* Employment taxes & other business taxes paid for current year: Payment records

Miscellaneous Tax Documents

* Federal, state & local estimated income tax paid for current year: Estimated tax vouchers, cancelled checks & other payment records
* IRA, Keogh and other retirement plan contributions: If self-employed, identify as for self or employees
* Records to document medical expenses
* Records to document casualty or theft losses
* Records for any other expenditures that may be deductible
* Records for any other revenue or sales of property that may be taxable or reportable


Courtesy of Moms Who Think -


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