What to bring to your tax appointment
Tax Preparation Checklist
Personal Information
- Your social security number. Amount of any alimony paid and ex-spouse's social security number
- Your Tax Returns for last 3 years. Your Tax Professional can check them for accuracy
Other people who may belong on your return
- Dates of birth and social security numbers
- Childcare records (including the provider's address and EIN #)
- If applicable Approximate Income of other adults in your home (not spouse, if you're filing jointly)
- Form 8332, copies of your divorce decree, or other documents showing that your ex-spouse is releasing their right to claim a child to you
Education Payments
- Bills from the educational Institution or anything else that itemizes what you paid or received loans for versus what was covered by scholarship Or other financial aid
- Forms 1098-T and 1098-E, If you received them
- Scholarships and fellowships
Employee Information
- Forms W-2
Self-Employment Information
- Forms 1099-MISC, Schedules K-l, 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
Vehicle Information
- Total miles driven for the year (or beginning/ending odometer readings)
- Total business miles driven for the year (other than commuting)
- Amount of parking and tolls paid
- If you want to claim actual expenses, receipts or totals for gas, oil, car washes, licenses, personal property tax, lease or interest expense, etc.
Rental Income
- Records of income and expenses
- Rental asset Information (cost, date placed in service, etc.) for depreciation
Retirement Income
- Pension/IRA/annuity income (1099-R)
- Social security/RRB income (1099-SSA, RRB-I099)
Savings and Investments
- 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
Other Income
- Unemployment, state tax refund (l099-G)
- Gambling income (W-2G or records showing Income, as well as expense records
- Amount of any alimony received and ex-spouse's name
- Health care reimbursements (1099-SA or 1099-LTC)
- Jury duty records
- Hobby income and expenses
- Prizes and awards
- Other 1099
Itemizing Deductions
- Forms 1098 or other mortgage statements
- Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid
- Real estate and personal property tax records
- HUD statement showing dosing date of home purchase
- Cash amounts donated to houses of worship, schools, other charitable organizations
- Records of non-cash charitable donations
- Amounts paid for healthcare insurance and to doctors, dentists, hospitals
- Amounts of miles driven for charitable or medical purposes
- Expenses related to your investments
- Amount paid for preparation on your previous year tax return
- Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel)
- Job-hunting expenses
IRA Information
- Amount contributed this year (and previous, if applicable)
- Traditional IRA basis
- Value of IRAs on Dec 31 of this year