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Checklist

You are here: Home / Clients / Checklist

CHECKLIST

DOWNLOAD THIS CHECKLIST AS A PRINTABLE PDF DOCUMENT

Before we meet…

It’s important to have all your documents together and organized; this helps make the best use of your time, and your preparers. Go through the following checklist, highlight the items that apply to you, and make sure you organize in a folder or an envelope. Another option is to staple this checklist to a folder, then check items off the list as you add them to the folder.

PERSONAL INFORMATION

 Driver’s license for you and your spouse

 Social Security numbers and dates of birth for you, your spouse, and your dependents

 Copies of last year’s tax return for you and your spouse (prefer the last three years for new clients)

 Bank account number and routing number, if using direct deposit

DOCUMENTS RELATED TO YOUR INCOME

  Last pay stub of the prior year

  W-2 forms for you and your spouse

  1099-C forms for cancellation of debt

  1099-G forms for unemployment income, or state or local tax refunds

  1099-MISC forms for you and your spouse (for any independent contractor work)

  1099-R, Form 8606 for payments/distributions from IRAs or retirement plans

  1099-S forms for income from sale of a property

  1099-K forms if you received payments for internet or credit card transactions

  1099-INT, -DIV, -B, or K-1s for investment or interest income

  SSA-1099 for Social Security benefits received

  Business or farming income – profit/loss statement, capital equipment information

  Rental property income and expenses: profit/loss statement, suspended loss information

  Alimony received

  Prior year installment sale information – Forms 6252, principal and interest collected during the year,

 Social Security number (SSN) and address for payer

  Miscellaneous income: jury duty, gambling winnings, Medical Savings Account, scholarships, etc.

DOCUMENTS RELATED TO INCOME ADJUSTMENTS

 Form 1098-E for student loan interest paid (or loan statements for student loans)

 Form 1098-T for tuition paid (or receipts/canceled checks for tuition paid for post-high school)

 For teachers: Canceled checks or receipts for expenses paid for classroom supplies, etc.

 Records of IRA contributions made during the year

 Receipts for any qualifying energy-efficient home improvements (solar, windows, etc.)

 Records of Medical Savings Account (MSA) contributions

 Self-employed health insurance payment records

 Records of moving expenses

 Alimony paid

 Keogh, SEP, SIMPLE, and other self-employed pension plans

DEDUCTIONS AND CREDITS (IF YOU ITEMIZE)

  1098-C for donations of automobiles or boats

  Childcare costs: provider’s name, address, tax ID, and amount paid (even with daycare flex account)

  Adoption costs: SSN of child; records of legal, medical and transportation costs

  Education costs: Form 1098-T, education expenses

  Forms 1098: Mortgage interest, private mortgage insurance (PMI), and points you paid

  Investment interest expenses

  Charitable donations: cash amounts, official charity receipts, canceled checks; value of donated property; miles driven and out-of-pocket expenses. Non-cash donations over $500, include date, place, fair market value, and original cost

  Medical and dental expense records

  Casualty and theft losses: amount of damage, insurance reimbursements

  Records/amounts of other miscellaneous tax deductions: union dues; unreimbursed employee expenses (uniforms, supplies, seminars, continuing education, publications, travel, etc.)

  Records of home business expenses, home size/office size, home expenses

  Rental property income/expenses: profit/loss statement, rental property suspended loss information

TAXES YOU’VE PAID

 State and local income taxes paid

 Real estate taxes paid

 Personal property taxes

 Vehicle license fees based on value of vehicle

OTHER INFORMATION

  Estimated tax payments made during the year (self-employed)

  Prior-year refund applied to current year and/or any amount paid with an extension to file

  Foreign bank account information: location, name of bank, account number, peak value of account during the year

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