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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)