Tax Preparation Checklist
The following information is provided to help you by listing the most common items to consider when filing your tax return or organizing your information for us to prepare the return.
General Information
- Full Name & Social Security Number for yourself, spouse, and dependents
- Date of Birth for yourself, spouse, and dependents
- Voided Check (if electronic filing)
- Current Driver’s License
- Tax Returns filed for the prior 3 years
- Payments of estimated federal, state, and local taxes paid
Itemized Duductions (Schedule A)
- Medical Expenses (Health Care - Perscriptions, Doctors, Dentists, Eyeglasses, Medical Insurance, Long Term Health Care Insurance)
- 1098 - Mortgage Interest Expense
- Real Estate Taxes and other taxes paid
- List of Charitable Contributions
Income Information
- W-2s
- 1099 - Interest and Dividend Income, Retirement, Annuities, Tax Refunds, Unemployment
- Social Security received
- Alimony received (date of divorce required)
- Gambling Income & Losses
- Cost of Basis of Securities Sold
- Rental Property Income
- K-1 forms from business and/or investments
- Closely Held Business income & expenses
Tax Credit & Deduction Information
- Child Care Expenses
- 1098-T Education Tuition Expense
- Interest Paid of Student Loans
- Alimony paid (Social Security Number of recipient & date of divorce required)
- Medical Savings Account
- IRA Contributions
- Rental Property Expense
