Tax Preparation Checklist

Personal Information

  • Name, address, SSN, and DOB for yourself, spouse, and dependents
  • Last years income tax return
  • Banking information for Direct Deposit for a quick refund
  • Copy of a birth certificate or school records if claiming Child Tax Credit
  • Copy of 1098-T if claiming Education Credit
  • Documents needed if qualified to claim Earned Income Tax Credit

Income Data Required

  • Wages and/or Unemployment (W2s or Form 1099-K, 1099-MISC, 1099-R, 1099-S, 1099-G, 1099-B, 1099-SA)
  • Interest and/or Dividend Income (Form 1099-DIV, 1099-INT, 1099-OID)
  • Schedule K – Partnership, S Corporation, Estate, or Trust Income
  • State/Local income tax refunded (Form 1099G/1099INT)
  • Heath Coverage (Form 1095-A, 1095-B, 1095-C)
  • Social Assistance Income
  • Pension/Annuity/Stock or Bond Sales
  • Contract/Partnership/Trust/Estate Income
  • Gambling/Lottery Winnings and Losses/Prizes/Bonus
  • Alimony income
  • Rental Income
  • Self-Employment
  • Foreign Income

Expense Data Required

  • Child and Dependent Care Costs
  • Education/Tuition Costs/Materials Purchased
  • Medical/Dental Expenses
  • Mortgage Interest Paid (Form 1098)
  • Student loan Interest (Form 1098-E)
  • Employment Related Expenses
  • Gambling/Lottery Expenses
  • Tax Return Preparation Expenses
  • Investment Expenses
  • Real Estate Taxes
  • Personal Property Taxes (Vehicle)
  • Estimated Tax Payments to Federal and State Government and Dates paid
  • Home Property Taxes
  • Charitable Contributions Cash/Non-Cash
  • Purchase qualifying for Residential Energy Credit
  • IRA Contributions/Retirement Contributions
  • Home Purchase/Moving Expenses