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 Print This Guide
Having all the correct information is half the battle. Use this handy
checklist to help you gather all the papers and be prepared for your tax
appointment.
Personal Data:
- Social Security Numbers (including spouse and children/dependents)
- Child Care Provider: Name, address and tax ID or SSN
- Alimony paid/Social Security Number of recipient
Employment & Income Data:
- W-2 Forms for current tax year
- Unemployment compensation (Forms 1099-G)
- Miscellaneous income including rent (Forms 1099-Misc)
- Partnership, S Corp & Trust Income (Schedules K-1)
- Pensions and Annuities (Forms 1099-R)
- Alimony received
- Jury Duty Payments
- Gambling and Lottery winnings (keep track of losses in route to winnings)
- Prizes and awards
- Scholarships and Fellowships
- State and Local income tax refunds (Form 1099-G)
Homeowner/Renter:
- Residential address (es) for this year
- Mortgage interest (Form 1098)
- Sale of home or other real estate (Form 1099-S)
- Second mortgage interest paid
- Real Estate Tax paid
- Rent paid during tax year
- Moving expenses (when moving for business related)
Financial Assets:
- Interest income statements (Form 1099-INT and 1099-OID)
- Dividend income statements (Form 1099-DIV)
- Proceeds from broker transaction/stock sales (Form 1099-B)
- Retirement plan distribution (Form 1099-R
Sometimes your financial institution provides
transactions on a consolidated form.
Financial Liabilities:
- Auto loans and leases (account numbers and car value) if used for business
- Student loan interest paid
- Early withdrawal penalties on CDs and other time deposits
Automobiles:
- Personal property tax information
Expenses:
- Gifts to charity (Salvation
Army Valuation for Clothing and other non cash contributions).
- Unreimbursed expenses related to volunteer work
- Unreimbursed expenses related to your job (travel, uniforms, union dues,
etc)
- Investment expenses
- Job hunting expenses
- Child Care expenses
- Medical Savings Accounts
- Adoption expenses
- Alimony paid
- Tax return preparation expenses and fees
Self-employment:
- Business Income (Forms 1099-MISC and/or own records)
- Partnership SE income (Schedule K-1)
- Business-related expenses (Receipts, other documentation or records)
- Farm related expenses (Receipts, other documentation or own records)
- Employment taxes and other business taxes paid for current year (Payment)
Miscellaneous Tax Documents:
- Federal, State and local estimated income tax paid for current year
(Estimated tax vouchers, cancelled checks and other payments records)
- IRA, Keogh and other retirement plan contributions
- Records to document medical expenses
- Records to document casualty or theft losses
- Records for any other expenses that may be
deductible
- Records for any other revenue or sales of property that may be taxable or
reportable
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