Tax Preparation Checklist

    Please print the tax to-do List below, look it over, and check off those items you have handy for your tax return.

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
    ___ Unemployment Compensation Received
    ___ Miscellaneous Income: Form 1099-MISC
Retirement Income
    ___ Retirement Income: Form 1099-R
    ___ Social Security Income 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
    ___ Tax Deductible Miles Traveled for Business Purposes

​Tax Credits Checklist
    ___ Child Care Provider Address, I.D. Number and Amounts Paid
    ___ Adoption Expense Information
    ___ Foreign Taxes paid
    ___ First Time Home Buyer Tax Credit
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
    ___ Tax Deductible 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 Year's Return (if itemized)
    ___ Personal Property Taxes Paid
    ___ Charitable Cash Contributions
    ___ 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
    ___ Miles Traveled 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
Tax Estimate Payments Checklist
    ___ Estimated Tax Payments Made with ES Vouchers
    ___ Last Year's Tax Return Overpayment Applied to This Year
    ___ Off Highway Fuel Taxes Paid

    ​    General Information
    ​___ Copy of Last Year's Tax Return
    ___ Social Security Numbers for You and Your Spouse
    ___ Educational Expenses for You and Your Spouse
    ___ Dependents' Names, Years of Birth, and Social Security Numbers
    ___ Dependents' Post High School Educational Expenses
    ___ Child Care Expenses for Each Dependent
    ___ Prior Year Adjusted Gross Income (AGI) & Personal Identification Number (PIN)-how to find last year's adjusted gross income (AGI)
    ___ Routing Transmit Number (RTN) (For direct deposit/debit purposes)
    ___ Bank Account Number (BAN) (For direct deposit/debit purposes)

​Print this checklist and be prepared for your tax return

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