tax checklist

Basic Personal Information

• Full legal names and birthdates (you and your spouse)

• Current address

• Social Security Numbers (you, spouse, and dependents)

• Government-issued photo ID

• Identity Protection PIN (IP PIN), if issued

 

Dependent Information

• Names, birthdates, and SSNs of all dependents

• Form 8832 (if a non-custodial parent claims a child)

• Dependent income documents (if we are filing their taxes)

 

Income Documents

​

Employment Income

• W-2 Forms

​

Self-Employment & Business Income

• 1099-NEC 

• Other 1099s: 1099-K, 1099-MISC

• Non-1099 income (cash, checks, other sources)

• Record of business/farm/fishing income and expenses

• Home office expenses (click link for details)

• Estimated tax payments made​

​​

Retirement, Disability & Unemployment

• SSA-1099, RRB-1099 (Social Security/Railroad Retirement)

• 1099-R (Retirement)

• 1099-G (Unemployment compensation)

​​

Investments & Assets

• 1099-INT, 1099-DIV, 1099-OID (interest/dividends)

• Cryptocurrency income and transactions

• Rental property income, expenses, and taxes paid

• Stock, land, or real estate sales (1099-B, 1099-S)

• Investment expenses

​​

Other Income

• Alimony received (pre-2019 agreements)

• Jury duty payments

• Trust or estate income

• Prizes, lottery, or gambling winnings

• Royalties

• Hobby income

• Scholarships/fellowships (for personal use)

• State tax refunds (1099-G)

• Other miscellaneous income (such as 1099-MISC)

 

Deductions

​

Family-Related Deductions

• Adoption expenses

• College/education expenses (for dependents)

• Dependent care provider info (name, address, ID, amounts paid)

​​

Vehicle Deductions

• Electric vehicle purchase records

• Personal property taxes on vehicles

​​

Homeowner Deductions

• Mortgage interest (Form 1098)

• Real estate taxes

• Second mortgage interest

• Homebuyer credit (2008 repayment)

• Energy-efficient home improvements

​​

Charitable Contributions

• Cash donations

• Non-cash donations 

​​

Medical & Health-Related

• Form 1095-A (Marketplace health plan)

• Health insurance premiums paid out of pocket

• Out-of-pocket healthcare costs (doctors, prescriptions, etc.)

​​

Savings Contributions

• Health Savings Account (1099-SA, 5498-SA)

• Traditional IRA or Roth IRA contributions

• Retirement plan contributions

​​

Education Expenses

• 1098-T (tuition)

• Student loan interest

• Educator classroom expenses

• Scholarship/grant records

​​

Disaster-Related Deductions

• FEMA claims or insurance reimbursements

• Repair and rebuilding expenses

• Proof of property loss or damage

​​

Miscellaneous Deductions

• Casualty/theft losses

• Volunteer mileage and out-of-pocket expenses

• Property taxes on boats, RVs, or other personal property

• Other miscellaneous deductions

 

Bank & other Tax Information

• Bank name, account type (checking/savings)

• Routing and account number OR voided check (for direct deposit)

• Copy of your most recent tax return

• Amount paid for last year’s tax preparation