Tax Center
Double Check Your Tax Season Checklist
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Personal Data
Social Security Numbers (Spouse & Children)
Child Care Provider : Name, address & tax I.D. or Social Security Number
Alimony Paid
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Employment & Income Data
W-2 forms for this year
Unemployment Compensation: Forms 1099-G
Misc. Income including rent: Forms 1099-MISC
Partnership, S Corporation & Trust Income:
Schedules K-1
Pension & Annuities: Forms 1099-R
Social Security/RR1 Benefits: Forms RRB-1099
Alimony Received
Jury Duty Paid
Gambling & Lottery Winnings
Prize & Awards
Scholarships & Fellowships
State & Local Income Tax Refunds: Form 1099-G
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Homeowner/Renter Data
Residential address(es) for this year
Mortgage Interest: Form 1098
Sale of your home or other real estate: Form 1099-S
Second Mortgage Interest Paid
Real Estate Taxes Paid
Moving Expenses
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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
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Financial Liabilities
Auto Loans & Leases
Student Loans Paid
Early withdrawal penalties on CD's and other time deposits
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Automobile
Personal Property Tax Information Expenses
Gifts to Charity (qualified written statement from charity for any single donations of $250 or more)
Unreimbursed Expenses related to volunteer work
Unreimbursed 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
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Self-Employment Data
Business Income: Forms 1099-MISC and /or own records
Partnership SE Income: Schedule K-1
Business-Related Expenses: receipts, other documents & own records
Farm-Related Expenses: receipts, other documents & own records
Employment Taxes & other Business Taxes paid for the current year: Payment records
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Miscellaneous Tax Documents
Federal, State & Local Estimated Income Tax Paid for
current year: Estimated tax vouchers, cancelled checks & other payment records.
IRA, Keogh & Other Retirement Plan Contributions: If self-employed, identify as for self or employees.
Records to Document Medical Expenses
Records to Document Casualty or Theft Loss.
Records for any Other Expenditures that may be deductible.
Records for any Other Revenues or Sales of Property that may be taxable or reportable.
Good Luck with your tax preparations!
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