Tax Checklist

Tax Preparation Checklist

Personal Information

Name
Date of Birth
Social Security Card/ITIN/ATIN
Last Year's Tax Return
Valid Driver's License

Income and Tax Information

W-2's
Interest (1099-INT or substitute)
Dividend Slips (1099-DIV or substitute)
Stock Sales (1099-B or Broker Statement)
Self-employment Income & Expenses
Sale of a Personal Residence
Rental Income and Expenses
Sale of any Business Assets
Rental Income and Expenses
Sale of any Business Assets
Gambling or Lottery Winnings (W-2- G)
State Income Tax Refund
Pension Income (1099-R)
Estimated Taxes Paid
Social Security or Railroad Retirement SSA- 1099
IRA or 401(k) Distribution (1099-R)
Unemployment Compensation (1099-G)
Miscellaneous Income (1099-MISC)-1099-NEC

Deductions and Adjustments

Medical Expenses
Real Estate or Personal Property Taxes
Mortgage Interest
Charitable Contributions
Gambling Losses
Moving Expenses
Traditional IRA Contributions
Educator Expenses
Student Loan Interest

Tax Credits

Adoption Expenses
Child Tax Credit
Child Dependent Care
Retirement Savings Contribution