Tax Preparation

Tax Checklist

When filing taxes, it is important and helpful to have your
paperwork and records organized and easily accessible. The
list below will help you in the preparation of your own return or
prepare you for a visit to one of our offices for assistance.

The following information is from the Internal Revenue Service's website
and is for informational purposes only and should not be construed as legal advice.


  • Personal property tax information

Employment and income information

  • W-2 forms
  • Unemployment compensation (Form 1099-G)
  • Miscellaneous income, including rent (Form 1099-MISC)
  • Partnership, S Corporation and trust income (Schedules K-1)
  • Pensions and annuities (Forms 1099-R)
  • Social Security/RR1 benefits (Forms RRB-1099)
  • Alimony received
  • Jury duty pay
  • Gambling and lottery winnings (Forms W-2G)
  • Prizes and awards
  • Scholarships and fellowships
  • State and local income tax refunds (Form 1099-G)

Financial assets

  • Interest income statements (Form 1099-INT & 1099-OID)
  • Dividend income statements (Form 1099-DIV)
  • Proceeds from broker transactions (Form 1099-B)
  • Retirement plan distribution (Form 1099-R)

Financial liabilities

  • Auto loans and leases if vehicle used for business — account numbers and car values
  • Student loan interest paid
  • Early withdrawal penalties on Certificates of Deposit (CDs) and other time deposits

Homeowner/renter information

  • Residential address for the current tax year
  • Mortgage interest (Form 1098)
  • Sale of your home/real estate (Form 1099-S)
  • Interest paid on second mortgage
  • Real estate taxes paid
  • Rent paid during tax year
  • Moving expenses

Miscellaneous tax documents

  • Federal, state and local estimated income tax paid for current year (estimated tax vouchers, cancelled checks and personal payment records)
  • Individual Retirement Account (IRA), Keogh and other retirement plan contributions
  • Records to document medical expenses
  • Records to document casualty or theft losses
  • Records for any other expenditure that may be deductible
  • Records for any other revenue or sales of property that may be taxable or reportable

Personal/business expenses

  • Gifts to charity (qualified written statement from charity for any single donations in excess of $250)
  • Non-reimbursed expenses related to volunteer work
  • Non-reimbursed expenses related to your job (travel expenses, uniforms, union dues, subscriptions)
  • Investment expenses
  • Job-hunting expenses
  • Job-related education expenses
  • Child care expenses
  • Medical Savings Accounts
  • Adoption expenses
  • Alimony paid
  • Tax return preparation expenses and fees from prior years

Personal information

  • Social Security Numbers of all family members including spouse and children
  • Childcare provider information including name, address and tax identification number or Social Security Number
  • Any alimony paid and the Social Security Number of ex-spouse

Self-employment data

  • Business income (Form 1099-MISC and/or personal records)
  • Partnership SE income (Schedule K-1)
  • Business-related expenses (receipts, other documents and personal records)
  • Farm-related expenses (receipts, other documents and personal records)
  • Employment taxes and other business taxes paid for current year (personal records)