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About
FAQs
Life Events
Tax Checklist
Tax Checklist
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Bring these documents at tax time.
The Starting Point:
Last year's tax return (if not prepared by our office)
Social Security numbers and birthdates for children and other dependents
Income Documents:
All W-2s from employers
Any statements for miscellaneous income from odd jobs, contracts, etc.
All interest statements from banks (Form 1099-INT)
Dividend statements from investment companies (Form 1099-DIV)
Statements of any unemployment insurance received (Form 1099-G)
Statements of your last year's state tax refund if you received one
Any Schedule K-1 received from a partnership, an estate, or S-corporation
Gambling winnings/losses
Alimony amounts received/paid
Social Security statements
Transaction statements for stocks/bonds you sold during the year (Form 1099-B)
The purchase price and date of purchase for any stocks you sold during the year
Information about any other income you received during the year
Business Records—If you operate a small business or rental properties:
A copy of last year's business return (if not prepared by our office)
An income and expenses (profit & loss) statement with all expenses categorized
A list of all business assets including cost and date purchased
A written record of miles driven for business
Business-use percentage for assets also used for personal purposes, i.e. 75% for business
Subcontractor names, addresses, SSN and amounts paid
Amount paid for health insurance premiums
If you have an office in your home:
Square-footage of your home and square-footage of your office
Amounts paid for home utilities, insurance, repairs, and improvements
Purchase date and cost of your home
Deductions:
Mortgage interest statement (Form 1098)
Real estate taxes paid
Mortgage points paid on a new home, paid by the seller, or on a refinance
The amount you paid for state taxes last year (if you owed state taxes last year)
Irrigation tax if you do not have access to the water
Vehicle taxes/registration fees
Amount of interest paid on student loans
Record of contributions to any IRA, college savings plan, or Health Savings Account
Moving expenses if the move was job-related and more than 50 miles
Expenses for classroom supplies (for teachers only)
Alimony paid
Medical expenses - insurance, physicians, hospitals, prescriptions, co-pays, eye exams/glasses
Home improvements done for medical reasons
Mileage driven for medical appointments
Nursing home expenses where medical treatment is main reason for living at that home
Cash contributions to churches and qualified nonprofit organizations
A list, with the fair market value, of items donated to nonprofit organizations
Mileage driven for charitable purposes, i.e. driving for church camp
Job related expenses you were not reimbursed for, such as travel, supplies, education, tools, uniforms, dues, etc.
Job hunting expenses such as resumes, travel, phone charges, and employment agency fees
Expenses for safe deposit boxes, IRA management fees, investment advice, investment-related publications, and education
Other Items:
Closing papers for real estate you bought, sold, or refinanced during the year
Name, address, and Tax Identification Number (EIN or SSN) for child care providers along with amount paid
Amounts paid for college tuition for yourself or your dependents