Tax Checklist 

Below are documents that are needed in order to complete and submit an accurate return. Please submit documents that only pertains to you.

PERSONAL INFORMATION FOR EACH FAMILY MEMBER:

Name

Date of Birth

Social Security Card /ITIN/ATIN

Last Year’s Tax Return

Valid Driver’s License/ID/Passport

INCOME AND TAX INFORMATION:

 W-2’s

Interest (1099-INT or substitute)

Dividend Slips (1099-DIV or substitute)

Stock Sales (1099-B or Broker Statement)

Self-Employment Income and Expenses

Sale of a Personal Residence

Rental Income and Expenses

Sale of any Business Assets

Gambling or Lottery Winnings (W-2G for some winnings)

State Income Tax Refund (1099-G)

Pension Income (1099-R)

Estimated Taxes Paid

Social Security or Railroad Retirement (SSA-1099 or RRB-1099)

IRA or 401(k) Distribution (1099-R)

Unemployment Compensation (1099-G)

Miscellaneous Income (1099-MISC)

TAX CREDITS:

Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)

Adoption Expenses

Retirement Savings Contributions Credit

Tuition Statement (1098-T)