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