Tax Preparation Checklist


Tax Preparation Checklist

  • Social Security numbers including dependants
  • Dependents date of birth
  • Last years state and federal tax return
  • Employer wage statements- Form W-2
  • Self employment information- Form 1099 MISC
  • Unemployment income- Form 1099-G
  • Interest and dividend income
  • Pension or retirement income
  • Social Security Income 
  • Alimony paid or received
  • Mortgage statements
  • Real estate taxes paid
  • Vechicle taxes paid
  • IRA contributions
  • Childcare expenses (must have provider’s ID number)
  • Medical expenses
  • Student loan interest
  • Job-hunting expenses
  • Job-related movind expensives
  • Job- related expenses (uniforms, dues, tools)
  • Casualty or theft losses
  • Charitable donations
  • Last year’s tax preparation fees
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