Tax Return Preparation Checklist

Now is a good time to begin thinking about all the information you need to collect before the preparation of your tax return. The list below lists a lot of the usual items. Not all of these items may apply to you and you may have additional information that needs to be evaluated.

Personal Information:

• Name, address, date of birth and social security number or ITIN of you, your spouse, and your dependents

• Driver's license or another form of identification

• Copy of the most recent tax return

• Bank account and routing number if you want your refund deposited directly into your account

Wage or Income Statements:

• W-2 - Wage and Tax Statement

• 1099-Misc - Miscellaneous Income

• 1099-NEC - Nonemployee compensation

• 1099-G – Unemployment compensation

• 1099-C – Cancellation of Debt

• 1099-R - Distributions from Pensions, Annuities, Retirement

• 1099-S - Proceeds from Real Estate Transactions

• 1099-INT – Interest Income

• 1099-DIV – Dividend Income

• 1099-B - Proceeds from Broker and Barter Exchange Transactions

• 1099-OID - Original Issue Discount Income

• 1099-SA – Distributions made from HSA, Archer MSA or Medicare Advantage MSA

• K-1 - Partner’s Share of Current Year Income, Deductions, Credits, and Other Items

• SSA-1099 - benefits received from Social Security

• Alimony received

• Rental property revenue

Expenses, Deductions, and other Itemized Items:

• 1098 – Mortgage Interest Statement

• 1098-E – Student loan interest paid

• 1098-T – Tuition paid

• IRA contributions

• Childcare expenses and providers information

• Self-employment related expenses

• Gifts to charity

• Investment and tax preparation expenses

• Casualty/theft losses

• Medical and dental expenses

• Alimony paid

• Rental property related expenses

Taxes and Other Payments:

• State and local income taxes

• Real estate taxes

• Estimated taxes