Tax CheckList

What You'll Need to File

Save time and get organized this tax season! 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.

Social Security numbers:

  • Personal
  • Spouse
  • Dependents
  • Child care provider
  • Alimony recipient

Personal income:

  • Employment income W-2 forms
  • Unemployment income 1099-G forms
  • Interest income 1099-INT & 1099-OID forms
  • Dividend income 1099-DIV forms
  • Brokerage transactions 1099-B forms
  • Distributions from medical savings accounts 1099-MSA forms
  • Retirement plan distribution 1099-R forms
  • Social Security benefits SSA-1099 forms
  • Alimony received
  • Gambling and lottery winnings W-2G forms
  • Jury duty pay records
  • State and local income tax refunds 1099-G forms
  • Other miscellaneous income
  • Dependents
  • Child care provider
  • Alimony recipient

Self-employment income:

  • Business income 1099-MISC forms or own records
  • Partnership income K-1: 1065 forms
  • S Corporation investment income K-1: 1120S forms
  • Rental property income 1099-MISC forms or own record
  • Business-related expenses
  • Employment and business taxes paid

Homeowner information:

  • Mortgage Interest 1098 forms
  • Property sales proceeds 1099-S forms
  • Real estate taxes paid
  • Rent paid
  • Moving expenses

Personal expenses:

  • Charitable donations
  • Alimony paid
  • Adoption expenses
  • Medical and dental expenses
  • Child care expenses
  • Expenses relating to employment or volunteer work
  • Education tuition 1098-T form
  • Student loan interest 1098-E form
  • Investment expenses
  • Expenses relating to job hunting or education
  • Tax return preparation fees
  • Wages paid to household employees
  • Retirement plan contributions
  • Federal, state & local income tax paid for current year
  • Records for any other expenses that may be deductible

Other Information

  • If you want your tax refund deposited directly into your bank account, you’ll need: Direct deposit information: Routing Number and Account Number
  • Foreign bank account information: Name, Location, Account Number, maximum value of account
  • Hybrid or clean diesel auto purchases: Bill of sale for a hybrid automobile purchased in 2009

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