This checklist
is a helpful way to assist you in preparing and
gathering your
importent Personal, Employment, Residentialand Financial information. This list will
aid and assist you in eliminating
numerous trips to your Tax Professional.
Check the items that apply to your
needs below and print.
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 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/ Registration Fees
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 (travelexpenses, 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 forcurrent
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.
Welcome
to
