Tax Preparation Checklist

The tax documents, forms, and information generally needed in order to have your taxes prepared given certain tax situations is provided below.

If you would like a personalized tax checklist prepared for you based on your unique tax situation, please complete a personalized tax checklist request and we will send you the outcome via email within one business day.

Personal Information

• Your social security number or tax ID number
• Your spouse's full name and social security number or tax ID number
• Amount of any alimony paid and ex-spouse's full name and social security number
• Your previous year tax return

Information About Other People Who May Belong on Your Return

• Dates of birth and social security numbers or tax ID numbers
• Childcare records (including the provider's tax ID number) if applicable
• Income of other adults in your home
• Form 8332 showing that the child's custodial parent is releasing their right to claim a child to you, the noncustodial parent (if applicable)

Education Payments

• Forms 1098-T from educational institutions
• Receipts that itemize qualified educational expenses
• Records of any scholarships or fellowships you received
• Form1098-E if you paid student loan interest

Employee Information

• 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 – income statement
• Business-use asset information (cost, date placed in service, etc.)
• Home Office information:
• Livable space square footage of home
• Square footage of home office space
• Utilities and rent amounts paid

Business Use of Vehicle Information

• Log showing total miles driven for the year (or beginning/ending odometer readings), total business miles driven for the year (other than commuting), and the business purpose of the mileage
• Amount of parking and tolls paid
• If you want to claim actual expenses, receipts or totals for gas, oil, car washes, licenses, personal property tax, lease or interest expense, etc.

Rental Property Income

• Records of income and expenses
• Rental asset information (cost, date placed in service, etc.)

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 (if basis is not reported on 1099-B)

Other Income

• Unemployment, state tax refund (1099-G)
• Gambling income (W-2G or records showing income, as well as expense records)
• Amount of any alimony received
• Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)
• Jury duty records
• Hobby income and expenses
• Prizes and awards
• Other 1099

Other Deductions and Credits

• Receipts for classroom expenses (for educators in grades K-12)
• Form 5498-SA showing HSA contributions
• Record of moving expenses not reimbursed by employer
• Forms 1098 or other mortgage interest statements
• Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid
• Real estate and personal property tax records
• Invoice showing amount of vehicle sales tax paid
• Cash amounts donated to houses of worship, schools, other charitable organizations
• Records of non-cash charitable donations
• Amounts paid for health care insurance and to doctors, dentists, hospitals
• Amounts of miles driven for charitable or medical purposes
• Expenses related to your investments
• Amount paid for preparation of last year's tax return
• Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel)
• Job-hunting expenses
• Receipts for energy-saving home improvements
• Record of estimated tax payments made

IRA Information

• Form 5498 showing IRA contributions
• Traditional IRA basis

If you were affected by a federally declared disaster

• City/county you lived/worked/had property in
• Records to support property losses (appraisal, clean up costs, etc.)
• Records of rebuilding/repair costs
• Insurance reimbursements/claims to be paid
• FEMA assistance information
• Check FEMA's website to see if your county has been declared a federal disaster area