Things to Bring Checklist
General Taxable Income
___ W-2 form(s) for Wages, Salaries, and Tips ___ Interest Income Statements: Form 1099-INT & 1099-OID ___ Dividend Income Statements: Form 1099-DIV ___ Sales of Stock, Land, etc.: Form 1099-B ___ Sales of Real Estate: Form 1099-S ___ State Tax Refunds: Form 1099-G ___ Alimony Received or Paid ___ nemployment Compensation Received ___ Miscellaneous Income: Form 1099-MISC
Retirement Income
___ Retirement Income: Form 1099-R ___ Social Security and Railroad Retirement Income ___ Form SSA-1099
Business Income
___ Business Income and Expenses ___ Rental Income and Expenses ___ Farm Income and Expenses ___ Form K-1 Income from Partnerships, Trusts, and S-Corporations ___ Miles Traveled for Business Purposes & ___Total Miles driven for the year
Tax Credits Checklist
___ Child Care Provider Address, I.D. Number and Amounts Paid ___ Adoption Expense Information ___ Foreign Taxes paid ___ Residential Energy Credits (exterior windows, doors, water heaters, solar electric power etc.) ___ Tuition, books and fees for a dependent enrolled in a post secondary undergraduate institution. (Form 1098-T) ___ Tuition and fees for tax payer or spouse.
Expense and Tax Deduction Checklist
___ Medical Expenses for the Family ___ Medical Insurance Paid ___ Prescription Medicines and Drugs ___ Doctor and Dentist Payments ___Hospital and Nurse Payments ___ Miles Traveled for Medical Purposes ___ Home Mortgage Interest from Form 1098 ___ Home Second Mortgage Interest Paid ___ Real Estate Taxes Paid ___ State Taxes Paid with last years return (if itemized) ___ Personal Property Taxes Paid (DMV fees) ___ Cash Contributions to Charities ___ Fair Market Value of Non-cash Contributions to Charities ___ Unreimbursed Expenses Related to Volunteer Work ___ Miles Traveled for Volunteer Purposes ___ Casualty and Theft Losses ___ Amount Paid to Professional Preparer Last Year ___ Unreimbursed Expenses Related to Your Job ___ Union and Professional Dues ___ Investment Expenses ___ Job-hunting Expenses ___ IRA Contributions ___ Student Loan Interest Paid ___ Moving Expenses ___ Last year's Tax Preparation Fee ___ HUD Statements for any new mortgage or refinance
Tax Estimate Payments Checklist
___ Estimated Payments Made with ES Vouchers ___ Last Years Tax Return Overpayment Applied to This Year
General Information
___ Social Security Numbers for You and Your Spouse ___ Dependents Names, Years of Birth, and Social Security Numbers ___ Routing Transmit Number (RTN)(For direct deposit/debit purposes) ___ Bank Account Number (BAN)(For direct deposit/debit purposes)
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