Tax Preparation Checklist

• Full Legal Name(s)
• Social Security Number(s)
• Date(s) of Birth
• Occupation(s) for you and your spouse
• Bank routing and account number(s) for direct deposit/payment of refund or owed taxes
• Current address/notification of changed address

• Names
• Social Security Numbers
• Dates of Birth
• Child/dependent care expenses and provider information (provider's name, address, and Tax ID/EIN)

Please provide details if any of the following has changed:

• Name
• Address
• Marital Status
• Retirement
• Started/Closed a business
• Change in employment

• All W-2 forms

• 1099-NEC 
• 1099-MISC
• 1099-K

• 1099-DIV (dividends)
• 1099-INT (interest)
• 1099-B (brokerage transactions)
• 1099-R (pensions/IRAs)
• RRB-1099 (Railroad Retirement Board)
• Cost and other basis information for property sold

• 1099-G (unemployment)
• W-2G (gambling winnings)
• Alimony
• Prizes
• Military Duty Pay

• Mortgage Interest Statement (Form 1098)
• Property, state, and local tax payment records
• Receipts for charitable donations
• Out-of-pocket medical and dental expense records

• 1098-T 
• Records for payment of qualified educational expenses not included on 1098-T

• Records for qualified energy-saving upgrades to your home (exterior doors, windows, skylights, insulation, central air conditioners, water heaters, furnaces, heat pumps, home energy audits, etc)
• receipts for installing qualified clean energy systems to your home (solar panels, wind turbines, geothermal heat pumps, etc)

• Student loan interest statments (1098-E)
• Educator Expenses
• HSA (Health Savings Account) contributions (Form 5498-SA)

• 1099 NEC forms
• 1099-K forms (if you receive payments through third-party processor or marketplace such as PayPal or eBay
• Sales records
• Profit and loss statements
• Business use of home-home size, office size, home expenses, office expenses
• Business use of Vehicle-mileage, registration fees
• Cost of goods sold-inventory counts, materials, supplies, labor costs

• 1099-MISC forms showing rent payments
• Rents received but not reported on 1099-MISC forms
• Profit and loss statements
• Number of days property is rented and days used for personal use
• Receipts and other records for expenses-mortgage interest, property taxes, insurance, repair and maintenance costs
• Depreciation schedules

• 1099 NEC forms
• 1099-K forms (if you receive payments through third-party processor or marketplace such as PayPal or eBay
• Sales records
• Profit and loss statements
• Business use of home-home size, office size, home expenses, office expenses
• Business use of Vehicle-mileage, registration fees
• Cost of goods sold-inventory counts, materials, supplies, labor costs