CHECKLIST FOR TAX PREPARATION DOCUMENTS

Document Checklist for your Tax Preparation

[ ] Photo IDs for each Taxpayer & Birthdates for all family members.

[ ] Social Security cards for all members of the family

[ ] Health Insurance Coverage Information (1095-A, 1095-B or 1095-C).

INCOME:

[ ] Wages: Form W-2      Number of W-2s ______

[ ] Social Security Income: SSA-1099. [ ] Railroad Retirement:  RRB-1099.

[ ] Pension and Retirement fund distributions: 1099-R  #______.

[ ] Interest: Form 1099-Int          [ ] Dividends: Form 1099-Div   

[ ] Partnership or Trust Income:  Form K-1.        [ ] Stock Sales: Form 1099-B

[ ] Unemployment Compensation & State Tax Refunds: Forms 1099-G.

[ ] Gambling Winnings: Form W2-G.        [ ] Debt Forgiveness: Form 1099-C

[ ] Self Employment & Other Income: Form 1099-Misc

CREDITS & DEDUCTIONS:

[ ] Tuition & Student Loan interest: Forms 1098-T and 1098-E

[ ] Un-reimbursed medical & dental expenses (including mileage records)

[ ] Health Insurance Premiums (need receipts & cancelled checks).

[ ] Eyeglasses and Hearing aids, (need receipts & cancelled checks).

[ ] Prescription Drugs and Co-pays (need receipts & Cancelled checks).

[ ] Property Tax & State Income Tax, (need receipts & cancelled checks).

[ ] Mortgage Interest & Mortgage Insurance: Form 1098.

[ ] Charitable Donations (need receipts & cancelled checks).

[ ] Misc. job related expenses (need receipts & cancelled checks)

[ ] Estimated Federal Tax Payments (need copies of cancelled checks).

[ ] Daycare Expenses:(statement  from daycare svs. w/ amount and tax ID#)