Tax Preparation Check List
Prior Year tax Return
Drivers License Social Security Card
or tax ID number
Your spouse's full name and social security number or tax ID number
Dependent(s) Information
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)
Sources Of Income
Employed
Forms W-2
Unemployed
Schedule C Income & Expenses
Unemployment, state tax refund (1099-G)
Self-Employed
Forms 1099, 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 (cost, date placed in service, etc.) for depreciation
Office in home information, if applicable
Record of estimated tax payments made (Form 1040–ES)
Rental Income
Records of income and expenses
Rental asset information (cost, date placed in service, etc.) for depreciation
Record of estimated tax payments made (Form 1040–ES)
Retirement Income
Pension/IRA/annuity income (1099-R)
Traditional IRA basis (i.e., amounts you contributed to the IRA that were already taxed)
Social security/RRB income (1099-SSA, RRB-1099)
Savings & Investments or Dividends
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)
Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)
Expenses related to your investments
Record of estimated tax payments made (Form 1040–ES)
Other Income & Losses
Gambling income (W-2G or records showing income, as well as expense records)
Jury duty records
Hobby income and expenses
Prizes and awards
Trusts
Royalty Income 1099–Misc.
Any other 1099s received
Record of alimony paid/received with ex-spouse’s name and SSN
Types Of Deductions
Home Ownership
Forms 1098 or other mortgage interest statements
Real estate and personal property tax records
Receipts for energy-saving home improvements (e.g., solar panels, solar water heater)
All other 1098 series forms
Charitable Donations
Cash amounts donated to houses of worship, schools, other charitable organizations
Records of non-cash charitable donations
Amounts of miles driven for charitable or medical purposes
Medical Expenses
Amounts paid for healthcare insurance and to doctors, dentists, hospitals
Health Insurance
Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)
Form 1095-B and/or 1095-C if you had insurance coverage through any other source (e.g., an employer, insurance company, or government health plan such as Medicare, Medicaid, CHIP, TRICARE, VA, etc.)
Marketplace exemption certificate (ECN) if you applied for and received an exemption from the Marketplace (Exchange)
Childcare Expenses
Fees paid to a licensed day care center or family day care for care of an infant or preschooler
Wages paid to a baby-sitter
Don't include expenses paid through a flexible spending account at work
Educational Expenses
Forms 1098-T from educational institutions
Receipts that itemize qualified educational expenses
Records of any scholarships or fellowships you received
Form 1098-E if you paid student loan interest
K-12 Educator Expenses
Receipts for classroom expenses (for educators in grades K-12)
State & Local Taxes
Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid
Invoice showing amount of vehicle sales tax paid
Retirement & Other Savings
Form 5498-SA showing HSA contributions
Form 5498 showing IRA contributions
All other 5498 series forms (5498-QA, 5498-ESA)
