Tax Checklist

Personal Data
Social Security Numbers (including dependents)
Child care provider: name, address,and EIN or Social Security Number
Alimony paid

Employment and Income Data
W2 Forms for this year
Unemployment Compensation: Form 1099-G
Miscellaneous Income (including rent): Form 1099- MISC
Partnership, S Corporation, and Trust Income: Schedule K-1
Pensions and Annuities: Form 1099- R
Social Security/ RRI Benefits : Form 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 for this year
Mortgage interest: Form 1098
Sale of your home or other real estate: Form 1099- S
Second mortgage interest paid
Real Estates taxes paid
Rent paid during tax year
Moving expenses

Financial Assets
Interest income statements: Form 1099- INT and 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 is used for business

Student loan interest paid
Early withdrawal penalties on CDs and other time deposits

Gifts to charity
Unreimbursed expenses related to volunteer work
Unreimbursed expenses related to your job (travel expenses, uniforms, union dues)
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: Form 1099-MISC
Partnership SE income: Schedule K-1
Business- related expenses: receipts, other documents, and own records
Farm- related expenses: receipts, other documents, own records

Miscellaneous Tax Documents
Federal, State, and Local estimated income tax paid for current year:
Estimated tax vouchers, canceled checks, and other payments records

IRA, Keogh, and other retirement plan contributions
Records to document casualty or theft loses
Records for any other expenditures that may be deductible
Records for any other revenue or sales of property that may be taxable or reportable