Tax Appointment Checklist

Printable Checklist
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Tax Appointment Checklist

• Social Security Card(s) - Spouse and Children
• Driver’s License(s)
• Dependents’ Social Security Numbers & Dates of Birth
• Last Year's Federal & State Tax Returns
• Wage Statements - Form W-2
• Pension or Retirement Income - 1099-R
• Interest & Dividend Income - Form 1099-INT/Form 1099-DIV
• Proceeds from Broker Transactions - Form 100-B 
• State & Local Income Tax Refund Amounts - Form 1099-G
• Social Security Income - Form SSA-1099
• Unemployment Income - Form 1099-G
• Miscellaneous Income Including Rent - Form 1099-MISC
• Commissions Received
• Commissions Paid
• Sales of Stocks or Bonds - Form 1099-B
• Self-Employed Business/Farm Income & Expenses - Form 1099-MISC
• Self-Employed Business Related Expenses - Receipts, Documents, Records
• Farm-Related Expenses - Receipts, Documents, Records
• Employment Taxes & Other Business Taxes Paid for Current Year - Payment Records
• Lottery or Gambling Winnings - Form W-2G
• Lottery or Gambling Losses
• Prizes & Awards
• Income & Expenses From Rentals
• Income from Partnerships, S Corporations, Trusts, & Estates - Schedule K-1
• IRA/401K Contributions and Distributions
• Alimony Paid or Received
• Jury Duty Pay
• Child Care Expenses & Provider Information - Including Tax I.D. or Social Security Number
• Adoption Expenses
• Medical, Eye Care, & Dental Expenses
• Medical Savings Accounts
• Cash & Noncash Charitable Donations
• Record of Purchase or Sale of Real Residence
• Mortgage or Home Equity Loan Interest Paid - Form 1098
• Real Estate & Personal Property Taxes
• Moving Expenses
• Investment Expenses
• Residential Addresses(s) for this Year
• Rent Paid During the Year
• Home Improvement Expenses
• Unreimbursed Employment-Related Expenses
• Unreimbursed Volunteer-Related Expenses
• Job-Related Educational Expenses
• Job-Hunting Expenses
• Educator Expenses
• Tuition & Education Fees - Form 1098-T
• Student Loan Interest - Form 1098-E
• Scholarships & Fellowships
• Casualty or Theft Losses
• Early Withdrawal Penalties on CDs & Other Time Deposits
• Federal, State & Local Estimated Income Tax Paid for Current Year: Estimated Tax Vouchers, Cancelled Checks & Other Payment Records
• IRA, Keogh & Other Retirement Plan Contributions - If Self-Employed, Identify if for Self or Employees
• Foreign/Other Taxes Paid
• State & Local Tax Payments
• Other Interest Paid
• Auto Loans & Leases if Vehicle Used for Business
• Gifts to Charity (Qualified Written Satement from Charity for any Single Donation of $250 or More)
• Tax Preparation Expenses & Fees