Menu

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


Automobiles

* Personal property tax information


Expenses

* 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 -

 

More Moms Who Think Checklists

 


25 Days of Christmas

25 Days of Christmas

Celebrate 25 Days of Christmas with activities every day from December 1st until Christmas Day!

25 Days of Christmas Activities


Quotes for Life