Tax Checklist & Forms

tax checklist

Proof of identification (Drivers License, Government issued Photo I.D.)
Birthdates for you, your spouse and any dependents on the tax return.
Wage and earning statement(s) Form W-2, W-2G, and 1099-R, from all employers and payers. If you have not received your Forms W-2 from your employer and want to know what to do, we can help. Call us!
Self-employed business income and expenses - Forms 1099-MISC and 1099K.
Records of job-related educational expenses and un-reimbursed employment related expenses.
Interest and dividend statements - Forms 1099-INT and 1099-DIV.
Social Security, State Income Tax refund and Unemployment Compensation statements - Forms SA-1099 and 1099-G.
Information on Broker and Barter Exchange Transactions - Form 1099-B.
Records of lottery or gambling winnings and losses.
Records of rental income and expenses, IRA contributions, and alimony paid or received.
Mortgage Interest Statement - Form 1098 (including home equity loans); and records of the purchase or sale of your residence.
Records of real estate and personal property taxes paid.
Records of state or local taxes paid (including sales tax*).
Records of canceled debt amounts - Form 1099-C.
Records of medical, eye care and dental expenses.
Receipts for cash and non-cash charitable contributions.
Records of tuition and education fees paid - Form 1098-T; and student loan interest paid - Form 1098-E.*
Records of educator expenses paid.*
Records of moving expenses paid and any casualty or theft losses.
Total amount paid for a daycare provider and the daycare provider's tax identifying number - the provider's Social Security Number or Employer Identification Number.
Records of any qualified energy efficient home improvements paid.*
Health Insurance Marketplace Statement - Form 1095-A.**
Records of federal and state estimated taxes and foreign taxes paid.