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TAX PREPARATION CHECKLIST
Your social security number
Your spouse's full name and social security number
Amount of any alimony paid and ex-spouse's social security number
Bring your prior year tax return(s). FOR NEW CLIENTS!
Dependent information---social security numbers
Childcare records/information
Education Payments
Bills from the educational institution or Forms 1098-T and 1098-E, if you received any.
Forms W-2
Self-Employment Information
Forms 1099-MISC, Schedules K-1, income records to verify amounts not reported on 1099s.
Records of all expenses - check registers or credit card statements, and receipts
Business-use asset information.
Office in home information.
Vehicle Information
Total miles driven for the year (or beginning/ending odometer readings)
Total business miles driven for the year (other than commuting)
Amount of parking and tolls paid receipts or totals for gas, oil, car washes, licenses.
Amount of paid tax receipts, lease or interest forms, etc.
Rental Income
Records of income and expenses
Rental asset information (cost, date placed in service, etc.) for depreciation
Retirement Income
Pension/IRA/annuity income (1099-R)
Social security/RRB income (1099-SSA, RRB-1099)
Savings and Investments
Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
Income from sales of stock or other property (1099-B, 1099-S)
Dates of acquisition and records of your cost or other basis in property you sold
Other Income
Unemployment, state tax refund (1099-G)
Gambling income (W-2G or records).
Amount of any alimony received or paid (include ex-spouse's name & ssn).
Health care reimbursements forms or record. (1099-SA or 1099-LTC)
Jury duty records
Hobby income and expenses
Prizes and awards
Other 1099's
Itemizing Deductions
Forms 1098 or other mortgage statements
Amount of state/local income tax paid or amount of state/local sales tax paid
Real estate and personal property tax records
Invoice showing amount of vehicle sales tax paid
HUD statement showing closing date of home purchase
Cash amounts donated to houses of worship, schools, other charitable organizations
Receipts of non-cash charitable donations
Amounts paid for healthcare expenses.
Amounts of miles driven for charitable or medical purposes
Expenses related to your investments
Tax preparation fees paid prior year.
Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel)
Job-hunting expenses
IRA Information
Amount contributed for Traditional IRA's.
Value of IRAs on Dec. 31.