Tax Preparation Checklist:

Personal Data: 

• Last years tax return (if you are new)
• Social security numbers (if you are new actual cards for the family)
• Dates of birth for the family
• Child care provider name, address and tax ID number
• Alimony paid and social security number

Employment & Income Data:

• W-2 Forms for this year
• Unemployment compensation form 1099-G
• Miscellaneous income form 1099-Misc
• Partnership, S Corp and Trust income Schedule K1
• Pensions and annuities form 1099-R
• Social Security benefits form RRB-1099
• Alimony received
• Jury duty pay
• Gambling and lottery winnings
• Prizes and awards
• Scholarships and fellowships
• State refunds form 1099-G
• Student loan interest paid

Financial Assets:

• Interest income statements form 1099-Int and 1099 OID
• Dividend income statements form 1099-Div
• Early withdrawal penalties on CD?s or other time deposits
• Proceeds from broker transactions form 1099-B
• Retirement plan distributions form 1099-R

Homeowner Data:

• Mortgage interest statement form 1098
• Second mortgage interest statement for 1098
• Refinancing paper work
• Real estate taxes paid
• Sale of home or other real estate papers form 1099-S
• Purchase of home real estate papers
• Moving expenses

Other Expenses:

• Gifts to charity written statement form each
• Unreimbursed expenses related to volunteer work
• Unreimbursed expenses related to you job (example, travel expenses, uniforms, union dues and subscriptions)
• Investment expenses
• Job hunting expenses
• Job related education expenses
• Childcare expenses
• Medical savings accounts
• Adoption expenses
• Alimony paid
• Tax return preparation fees and expenses
• Gaming expenses if you were a winner
• Personal property taxes paid
• Medical expense documents
• Federal, state estimated income taxes paid vouchers, cancelled checks or other payment records.

Self-Employment business data:

• Business Income form 1099-Misc and or your own records
• Business-related expenses receipts or other documents.
• Business vehicle expenses records