Tax Preparation Checklist


Use the below tax return checklist to complile all applicable information for your taxes to be completed and bring along during your Tax Preparation Appointment. 

General Information

___ Copy of Last Year's Tax Return (if applicable)

___ Social Security Numbers  & Card for You and Your Spouse

___ Educational Expenses for You and Your Spouse

___ Dependents' Names, Years of Birth, and Social Security   
        Numbers & Card

___ Child Care Expenses for Each Dependent

___ Prior Year Adjusted Gross Income (AGI) & Personal
        Identification Number (PIN)

___ Routing Transmit Number (RTN) (For direct deposit/debit

___ Bank Account Number (BAN) (For direct deposit/debit

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. for Capital Gains: 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-

___ Tax Deductible Miles Traveled for Business Purposes


Tax Credits

___ Child Care Provider Address, I.D. Number and Amounts

___ Adoption Expense Information

___ Foreign Taxes paid

___ First Time Home Buyer Tax Credit


Expenses and Tax Deductions

___ 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
        claiming itemized deductions)

___ Personal Property Taxes Paid

___ Charitable Cash Contributions

___ Fair Market Value of Non-cash Contributions to Charities

___ Unreimbursed Expenses Related to Volunteer Work

___ Tax Deductible Mileage 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

___ Estimated Tax Payments Made with ES Vouchers

___ Last Year's Tax Return Overpayment Applied to This Year

___ Off Highway Fuel Taxes Paid