Tax Preparation Check list

Please use this tax return preparation and tax deduction to-do checklist to plan and prepare for your tax return.  This checklist will assist you in gathering all the important tax records and tax documents you need to prepare and E-file your Federal and State Tax Return faster and more accurately.

Keep in mind that you are responsible to support and backup your tax return with the relevant tax records or documents. Furthermore, in case of a future Federal or State Tax Audit, you will be better prepared.

Tax Return Preparation Checklist
General Taxable Income
·               ___ W-2 Form(s) for Wages, Salaries, and Tips
                ___ Interest Income Statements: Form 1099-INT & 1099-OID
·               ___ Dividend Income Statements: Form 1099-DIV
·               ___ Sales of Stock, Land, etc.: Form 1099-B
·               ___ Sales of Real Estate: Form 1099-S
·               ___ State Tax Refunds: Form 1099-G
·               ___ Alimony Received or Paid
·               ___ Unemployment Compensation Received
·               ___ Miscellaneous Income: Form 1099-MISC

Retirement Income
·               ___ Retirement Income: Form 1099-R
·               ___ Social Security Income and Railroad Retirement Income: Form SSA-1099
Business Income
·               ___ Business Income and Expenses 
·               ___ Rental Income and Expenses
·               ___ Farm Income and Expenses
·               ___ Form K-1 Income from Partnerships, Trusts, and S-Corporations
·               ___ Tax Deductible Miles Traveled for Business Purposes

Tax Credits Checklist
·               ___ Child Care Provider Address, I.D. Number and Amounts Paid
·               ___ Adoption Expense Information
·               ___ Foreign Taxes paid
                ___ First Time Home Buyer Tax Credit

·               Earned income credit: If you qualify for this credit, we would need proof of the child’s residence, age and relationship to you. Documents may include letters from the Doctor or School, Birth Certificates, SSN Card, Lease records, Insurance cards and other documents to prove that you supported the child in that tax year. If you have any questions about this requirement please contact the office and we will help you.

Expense and Tax Deduction Checklist
·               ___ Medical Expenses for the Family
·               ___ Medical Insurance Paid
·               ___ Prescription Medicines and Drugs
·               ___ Doctor and Dentist Payments
·               ___ Hospital and Nurse Payments
·               ___ Tax Deductible Miles Traveled for Medical Purposes
·               ___ Home Mortgage Interest from Form 1098
·               ___ Home Second Mortgage Interest Paid
·               ___ Real Estate Taxes Paid
                ___ State Taxes Paid with Last Year's Return (if itemized)
·               ___ Personal Property Taxes Paid
·               ___ Charitable Cash Contributions
·               ___ Fair Market Value of Non-cash Contributions to Charities
·               ___ Unreimbursed Expenses Related to Volunteer Work
·               ___ Miles Traveled for Volunteer Purposes
·               ___ Casualty and Theft Losses
·               ___ Amount Paid to Professional Preparer Last Year
·               ___ Unreimbursed Expenses Related to Your Job
·               ___ Miles Traveled Related to Your Job
·               ___ Union and Professional Dues
·               ___ Investment Expenses
·               ___ Job-hunting Expenses
·               ___ IRA Contributions
·               ___ Student Loan Interest Paid
·               ___ Moving Expenses
·               ___ Last Year's Tax Preparation Fee.
.                ___If you, enrolled in health insurance through the marketplace bring your 1098-A form

Tax Estimate Payments Checklist
·               ___ Estimated Tax Payments Made with ES Vouchers
·               ___ Last Year's Tax Return Overpayment Applied to This Year
·               ___ Off Highway Fuel Taxes Paid
General Information
·               ___ Copy of Last Year's Tax Return
·               ___ Social Security Numbers for You and Your Spouse
·               ___ Educational Expenses for You and Your Spouse
·               ___ Dependents' Names, Years of Birth, and Social Security Numbers
                ___ Dependents' Post High School Educational Expenses
·               ___ Child Care Expenses for Each Dependent
·               ___ Prior Year Adjusted Gross Income (AGI) & Personal Identification Number (PIN)-how to find last year's adjusted gross income AGI)
·               ___ Routing Transmit Number (RTN) (For direct deposit/debit purposes)
·               ___ Bank Account Number (BAN) (For direct deposit/debit purposes)

Print this checklist and be prepared for your tax appointment. If you have any questions please call the office or bring them with you and we will go over all your questions with you.


We are here and always happy to help you with your tax questions!