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Tax Checklist

PERSONAL INFORMATION FOR EACH FAMILY MEMBER:

  • Name

  • Date of Birth

  • Social Security Card /ITIN/ATIN

  • Last Year’s Tax Return

  • Valid Driver’s License

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)

DEDUCTIONS/ADJUSTMENTS:

  • Medical Expenses

  • Real Estate or Personal Property Taxes

  • Mortgage Interest

  • Charitable Contributions (cash and non-cash)

  • Employee Business Expenses

  • Gambling Losses

  • Moving Expenses

  • Traditional IRA Contributions

  • Higher Education Expenses

  • Educator Expenses

  • Student Loan Interest

TAX CREDITS:

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

  • Adoption Expenses

  • Retirement Savings Contributions Credit