Tax Prep List

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:
    • 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:
    • 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)
Financial Assets/Liabilities:
    • W-2 formsInterest income statements (1099-INT & 1099-OID)
    • Dividend income statements (1099-DIV)
    • Proceeds from broker transactions (1099-B)
    • Retirement plan distributions (1099-R)
    • Student loan interest paid
    • Job-hunting expenses
    • Auto loans and leases, if vehicle is used for business (account # and car value)
Self-employment Information:
    • Business income (1099-MISC, and/or own business records)
    • Partnership SE income (Schedules K-1)
    • Farm-related expenses (receipts, financial records)
    • Retirement plan distributions (1099-R)
    • Employment and business taxes paid during tax year
Miscellaneous Information:
    • Federal, state and local estimated income tax paid during tax year (vouchers, cancelled checks)
    • IRA, Keogh and other retirement plan contributions
    • Any casualty or theft losses
    • Other expenditures that may be deductible

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