Tax Checklist
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Information for Each Household Member |
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Name |
Date of Birth |
Social Security Card/ITIN/ATIN |
Last Year's Tax Return |
Valid Driver's License |
Tax Credits |
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Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN) |
Adoption Expenses |
Retirement Savings Contributions Credit |
Income & Tax Information |
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W-2’s |
Interest (1099-INT or substitute) |
Dividend Slips (1099-DIV or substitute) |
Stock Sales (1099-B or Broker Statement) |
Self-Employment Income and Expenses |
Sale of a Personal Residence |
Rental Income and Expenses |
Sale of any Business Assets |
Gambling or Lottery Winnings (W-2G for some winnings) |
State Income Tax Refund (1099-G) |
Pension Income (1099-R) |
Estimated Taxes Paid |
Social Security or Railroad Retirement (SSA-1099 or RRB-1099) |
IRA or 401(k) Distribution (1099-R) |
Non-employee compensation (1099-NEC) |
Unemployment Compensation (1099-G) |
Miscellaneous Income (1099-MISC) |
Deductions/Adjustments |
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Medical Expenses |
Real Estate or Personal Property Taxes |
Mortgage Interest |
Charitable Contributions (cash and non-cash) |
Employee Business Expenses |
Gambling Losses |
Moving Expenses |
Traditional IRA Contributions |
Higher Education Expenses |
Educator Expenses |
Student Loan Interest |