Tax Preparation Checklist

Use this checklist to gather your tax records and bring them with you for your tax appointment. Don't worry about not having all your information by the time of your appointment. Oftentimes, during the office interview, issues arise that require additional information that is easily submitted by telephone, e-mail or fax.

Personal Information

Birthday and social security for all family members
Your Occupation and your spouse's occupation
Home address, phone number and e-mail address
Copy of your most recently filed tax return, if not prepared in our office
For the child care credit: Provider's address and tax I.D. and amount paid to provider for each child.
This is critical to qualify for child care credits.
Record of federal and state estimated tax payments made for the current tax year
Amount paid with extension

Income Information

Annual wage statements: Form W-2
Interest and Dividend Statements 1099-Int/1099-Div
Social Security Statement
IRA, Pension/Retirement distribution statements 1099-R
Brokerage Year-End Tax Statements
Cost Basis for all stock/mutual fund sales
Sales proceeds and cost information for real estate sales
State Refund Form 1099-G
Rental income and expenses
Self employment income, expenses and equipment purchases
Alimony received
Unemployment Compensation Forms or amount received.Amount of tax withheld for IRS and State taxes
Partnership, Estate or S-Corporation Schedules K-1
Jury duty pay.Data should come from the court clerk
Gambling and lottery winnings
Tax-exempt interest
Any other income received during the year

Deductions

Mortgage and home equity interest statements
Real estate taxes paid
Sales tax paid on new vehicle
Ad-Valorem taxes paid on your vehicles and boats
Savings withdrawal penalty
Prescription Drugs
Doctor and Hospital Bills
Other medical bills like physical exams, eyeglasses and medical insurance
Charitable Donations-Cash, household goods and out-of-pocket expenses
Investment interest (Margin Interest)
Moving Expenses-If your move was more than 50 miles
Teacher out-of-pocket expenses
Student loan interest
Job-hunting expenses
Adoption expenses
Alimony paid & Social Security number of recipient
Educational expenses: tuition, fees and continuing education
Tax Preparation Fees
Safe Deposit Box
Union Dues and work clothes
Investing Publications and expenses
Employee non-reimbursed expenses
Business vehicle description and Business miles driven