Tax checklist

Tax preparation checklist

The checklist below will help you organize your important documents before you file. It might look a little intimidating, but don’t worry! Most folks won’t have all the information listed below. We’ve just included it all here to make sure you don’t forget anything.

For instance, did you know that if you had jury duty this year, we’ll need to have a record of that? Or that any prize or award money may count toward your total income? The more items you provide from this tax preparation checklist, the better job we can do on your tax return.


Personal information for each family member
  • Name
  • Date of birth
  • Social Security Card /ITIN/ATIN
  • Last year’s tax return
  • Valid driver’s license
Income and tax information
  • W-2s
  • Interest statements (1099-INT or substitute)
  • Dividend slips (1099-DIV or substitute)
  • Stock sales (1099-B or Broker Statement)
  • Self-employment income and expenses
  • Sale of a personal residence
  • Rental income and expenses
  • Sale of any business assets
  • Gambling or lottery winnings (W-2G for some winnings)
  • State income Tax Refund (1099-G)
  • Pension Income (1099-R)
  • Estimated Taxes Paid
  • Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
    IRA or 401(k) Distribution (1099-R)
  • Unemployment Compensation (1099-G)
  • Miscellaneous Income (1099-MISC)
Deductions / adjustments
  • Medical expenses
  • Real estate or personal property taxes
  • Mortgage interest
  • Charitable contributions (cash and non-cash)
  • Employee business expenses
  • Gambling losses
  • Traditional IRA contributions
  • Higher education expenses
  • Educator expenses
  • Student loan interest
Tax credits
  • Child care provider’s address and Employer Identification Number
  • (EIN) or Social Security Number (SSN)
  • Adoption expenses
  • Retirement savings contributions credit