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What To Bring

Tax Checklist

Two accountants discuss printed out data together over a desk

  Use the tax checklist below to find the documents and forms you'll need to get started.

Personal Information

  • Your social security number or tax ID number & a non-expired Drivers License-

  • Your spouse's full name and social security number or tax ID number & a non-expired Drivers License

Dependent(S) Information

  • Dates of birth and social security numbers or tax ID numbers

  • Childcare records (including the provider's tax ID number) if applicable

  • Income of other adults in your home

  • Form 8332 showing that the child’s custodial parent is releasing their right to claim a child to you, the noncustodial parent (if applicable)

Sources Of Income

  • Employed
    Forms W-2

  • Unemployed
    Unemployment, state tax refund (1099-G)

  • Self-Employed
    Forms 1099-MISC, Schedules K-1, income records to verify amounts not reported on 1099s
    Records of all expenses — check registers or credit card statements, and receipts
    Business-use asset information (cost, date placed in service, etc.) for depreciation
    Office in-home information, if applicable
    Record of estimated tax payments made (Form 1040ES)

  • Rental Income
    Records of income and expenses
    Rental asset information (cost, date placed in service, etc.) for depreciation
    Record of estimated tax payments made (Form 1040ES)

  • Retirement Income
    Pension/IRA/annuity income (1099-R)
    Traditional IRA basis (i.e. amounts you contributed to the IRA that were already taxed)
    Social Security/RRB income (1099-SSA, RRB-1099)

  • Savings & Investments or Dividends
    Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
    Income from sales of stock or other property (1099-B, 1099-S)
    Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)
    Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)
    Expenses related to your investments
    Record of estimated tax payments made (Form 1040ES)

  • Other Income & Losses
    Gambling income (W-2G or records showing income, as well as expense records)
    Jury duty records
    Hobby income and expenses
    Prizes and awards
    Trusts
    Royalty Income 1099 Misc.
    Any other 1099s received
    Record of alimony paid/received with Ex-spouse’s name and SSN

Types Of Deductions

  • Home Ownership
    Forms 1098 or other mortgage interest statements
    Real estate and personal property tax records
    Receipts for energy-saving home improvements
    All other 1098 series forms

  • Charitable Donations
    Cash amounts donated to houses of worship, schools, and other charitable organizations
    Records of non-cash charitable donations
    Amounts of miles driven for charitable or medical purposes

  • Medical Expenses
    Amounts paid for healthcare insurance and to doctors, dentists, hospitals 

  • Health Insurance
    Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)
    Form 1095-B and/or 1095-C if you had insurance coverage through any other source (i.e . an employer, insurance company, government health plan such as Medicare, Medicaid, CHIP, TRICARE, VA, etc.)
    Marketplace exemption certificate (ECN) if you applied for and received an exemption from the Marketplace (Exchange)

  • Childcare Expenses
    Fees paid to a licensed day care center or family day care for care of an infant or preschooler.
    Wages paid to a baby-sitter. 

Don't include expenses paid through a flexible spending account at work.

  • Educational Expenses
    Forms 1098-T from educational institutions
    Receipts that itemize qualified educational expenses
    Records of any scholarships or fellowships you received
    Form1098-E if you paid student loan interest

  • Job Expenses & Tax Prep Fees
    Employment-related vehicle expenses (tolls, mileage, gas, maintenance, license, property tax, interest expense, parking)
    Receipts for classroom expenses (for educators in grades K-12)
    Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel)
    Job-hunting expenses
    Record of moving expenses not reimbursed by the employer
    Amount paid for preparation of last year’s tax return

  • State & Local Taxes or Sales Tax
    Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid
    An invoice showing amount of vehicle sales tax paid

  • Retirement & Other Savings
    Form 5498-SA showing HSA contributions
    Form 5498 showing IRA contributions
    All other 5498 series forms (5498-QA, 5498-ESA)

  • Federally Declared Disaster
    City/county you lived/worked/had property in
    Records to support property losses (appraisal, clean up costs, etc.)
    Records of rebuilding/repair costs
    Insurance reimbursements/claims to be paid
    FEMA assistance information
    Check FEMA site to see if my county has been declared a federal disaster areas