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Tax Checklist


Information
Use this checklist as your personal guide to compiling your tax documents. It is not a legal document; it may, however, save you time and remind you which tax documents you’ve accrued throughout the year. Click each tab to view it’s information.
 

Personal DataEmployment & Income DataHomeowner/Renter DataFinancial AssetsFinancial LiabilitiesAutomobilesExpensesSelf-Employment DataMiscellaneous Tax Documents
  • Social Security Numbers (including spouse and children)
  • Child care provider : Name, address and tax I.D. or Social Security Number
  • Alimony paid: Social Security Number
  • W-2 forms for this year
  • Unemployment compensation: Forms 1099-G
  • Miscellaneous income including rent: Forms 1099-MISC
  • Partnership, S Corporation, & trust income: Schedules K-1
  • Pensions and annuities: Forms 1099-R
  • Social Security/RR1 benefits: Forms RRB-1099
  • Alimony received
  • Jury duty pay
  • Gambling and lottery winning
  • Prizes and awards
  • Scholarships and fellowships
  • State and local income tax refunds: Form 1099-G
  • Residential address(es) for this year
  • Mortgage interest: Form 1098
  • Sale of your home or other real estate: Form 1099-S
  • Second mortgage interest paid
  • Real estate taxes paid
  • Rent paid during tax year
  • Moving expenses
  • Interest income statements: Form 1099-INT & 1099-OID
  • Dividend income statements: Form 1099-DIV
  • Proceeds from broker transactions: Form 1099-B
  • Retirement plan distribution: Form 1099-R
  • Auto loans and leases (account numbers and car value) if vehicle used for business
  • Student loan interest paid
  • Early withdrawal penalties on CDs and other time deposits
  • Personal property tax information
  • Gifts to charity (qualified written statement from charity for any single donations of $250 or more)
  • Unreimbursed expenses related to volunteer work
  • Unreimbursed expenses related to your job (travel expenses, uniforms, union dues, subscriptions)
  • Investment expenses
  • Job-hunting expenses
  • Job-related education expenses
  • Child care expenses
  • Medical Savings Accounts
  • Adoption expenses
  • Alimony paid
  • Tax return preparation expenses and fees
  • Business income: Forms 1099-MISC and/or own records
  • Partnership SE income: Schedules K-1
  • Business-related expenses: Receipts, other documents & own records
  • Farm-related expenses: Receipts, other documents & own records
  • Employment taxes & other business taxes paid for current year: Payment records
  • Federal, state & local estimated income tax paid for current year: Estimated tax vouchers, cancelled checks & other payment records
  • IRA, Keogh and other retirement plan contributions: If self-employed, identify as for self or employees
  • Records to document medical expenses
  • Records to document casualty or theft losses
  • Records for any other expenditures that may be deductible
  • Records for any other revenue or sales of property that may be taxable or reportable

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