Tax Prep Checklist

Having all the necessary information on hand is half the battle when doing your taxes. Use this checklist to help you gather your important personal, employment, residential and financial information.

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
	Previous year tax return
Employment & Income Data
	W-2 forms for this year
	Unemployment compensation: Forms 1099-G
	Miscellaneous income including rent: Forms 1099-MISC
	Pensions and annuities: Forms 1099-R
	Social Security/RR1 benefits: Forms SSA-1099/RRB-1099
	Alimony received
	Jury duty pay
	Gambling and lottery winnings
	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
	College Education Expenses
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
	Employment taxes & other business taxes paid for current year: Payment records
Miscellaneous Tax Documents
	Advanced Child Tax Credit: Form 1319
	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

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