HOME | June 29, 2022


Tax Preparation Checklist

Having the right information at hand is half the battle when doing your taxes. Use this checklist to help you gather your important personal, employment, residential and financial information. You can avoid multiple trips to your tax professional by getting it all together now.

Personal Data
 Social Security Numbers (including spouse and children)
 Child care provider : Name, address and tax I.D. or Social Security Number
 Alimony paid: Social Security Number

Employment & Income Data
 W-2 forms for this year
 Unemployment compensation: Forms 1099-G
 Miscellaneous income including rent: Forms 1099-MISC
 Partnership, S Corporation, & trust income: Schedules K-1
 Pensions and annuities: Forms 1099-R
 Social Security/RR1 benefits: Forms 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(es) for this year
 Mortgage interest: Form 1098
 Sale of your home or other real estate: Form 1099-S
 Second mortgage interest paid
 Real estate taxes paid
 Rent paid during tax year
 Moving expenses

Financial Assets
 Interest income statements: Form 1099-INT & 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 used for business
 Student loan interest paid
 Early withdrawal penalties on CDs and other time deposits

 Personal property tax information

 Gifts to charity (qualified written statement from charity for any single donations of $250 or more)
  Unreimbursed expenses related to volunteer work
 Unreimbursed expenses related to your job (travel expenses, uniforms, union dues, subscriptions)
 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: Forms 1099-MISC and/or own records
 Partnership SE income: Schedules K-1
 Business-related expenses: Receipts, other documents & own records
 Farm-related expenses: Receipts, other documents & own records
 Employment taxes & other business taxes paid for current year: Payment records

Miscellaneous Tax Documents
 Federal, state & local estimated income tax paid for current year: Estimated tax vouchers, cancelled checks & other payment records
 IRA, Keogh and other retirement plan contributions: If self-employed, identify as for self or employees
 Records to document medical expenses
 Records to document casualty or theft losses
 Records for any other expenditures that may be deductible
 Records for any other revenue or sales of property that may be taxable or reportable
Sales Tax paid for current year, particularly large ticketed items such as jewelry, auto, boats, R.V., etc.