Tax Preparation List
This tax preparation checklist can help you organize your tax documents and provide you with a reference during the year on which documents to save in particular. While tax laws change from year to year, the basic information we will need to prepare your return each year is listed below:
Personal Information:
- Social Security Numbers (including your spouse, children and any dependents)
- Your child care provider's name, address and tax I.D. or Social Security Number
Homeowner/Renter Information::
- Residential address(es) for the tax year
- Mortgage interest (Form 1098, provided to you by your lender)
- Second mortgage interest paid
- Sale of your home or other real estate (Form 1099-S)
- Real estate taxes paid (incl. school, county, city, etc.)
- Rent paid during tax year
Expenses:
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- Charitable contributions (cash and/or property)
- Unreimbursed expenses related to your job or volunteer work
- Investment expenses
- Child care expenses
- Adoption expenses
- Job-hunting expenses
- Job-related educations expenses
- Medical/dental/vision expenses (co-pays, etc.)
Employment / Income Information:
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- W-2 forms
- Unemployment compensation (1099-G)
- State and local income tax refunds (1099-G)
- Miscellaneous income (1099-MISC)
- Pensions and annuities (1099-R)
- Social Security/RR1 benefits (RRB-1099)
- Partnership, S Corporation and trust income (Schedules K-1)
- Alimony received
- Jury duty pay
- Gambling or lottery winnings (W-2G)
- Prizes, awards, scholarships and fellowships (1099-MISC)
