Tax Prep Checklist
Personal Information
Current Mailing Address
Phone Number
Date of Birth
Social Security Number (SSN)
Spouse’s full name and SSN (if filing separately from spouse)
Driver’s License Number, Issue Date, and Expiration Date
Bank Routing Number & Account Number (For Direct Deposit of refund)
Dependent Information
Name(s)
Date of Birth
Social Security Number
Child Care Provider Info
Proof of Income
Employed: Form W-2
Self-Employed: Form 1099-MISC, Form 1099-K, Schedule K-1, Income records for income not reported on 1099, Expenses
Rental Income: Income records, Form 1099-MISC, Expenses
Retirement Income: Form 1099-R (from Pension, IRA, or Annuity), Social Security(1099-SSA), Railroad(RRB-1099)
Savings & Investment Income: 1099-INT(Bank Interest), 1099-B(Sale of Stock)
Gambling Winnings: Form W-2G
Any Other Income Sources: Including Alimony Received/Paid, Royalty Income
Potential Deductions
Homeowners
Mortgage Interest: Form 1099
Property Tax Statements: Summer & Winter
Charitable Donations: Proof of cash and non-cash contributions
Medical Expenses: Form 1095-A(Market Place Insurance), HSA Contributions(5498-SA)
Educational Expenses: Form 1098-T(for Tuition Payments), Form 1098-E(Student Loan Interest), Receipts for other qualified expenses