Tax appointment checklist
Use this checklist to help gather your important tax information: Personal Data
Social security numbers (including spouse & children)
Employment & Income Documentation
All W2 forms
Unemployment compensation: Forms 1099G
Miscellaneous income including rent: Forms 1099-MISC
Partnership, S Corporation, trust income: Schedules K-1
Pensions and annuities: Forms 1099-R
Social Security / RR1 benefits: Forms 1099RRB/1099SSA
Alimony received
Jury duty pay
Gambling and lottery winnings Form W2G
Prizes and awards
Scholarships and fellowships
Homeowner/Renter Information
Mortgage Interest: Form 1098
Sale of your home or other real estate: Forms 1099S
Second mortgage interest paid
Real estate taxes paid
Financial Liabilities
Auto loans and leases (account #s and car value) if vehicle is used for business
Student loan interest paid
Automobile Paperwork
Expenses
Gifts to charity (qualified written statement from charity for any single donation of $250 or more)
Unreimbursed mileage expenses related to volunteer work
Unreimbursed expenses related to your job (travel, uniforms, union dues, subscriptions)
Investment expenses
Job-hunting expenses
Child care expenses
Medical savings accounts
Adoption expenses
Alimony paid
Self-employment Data
Business income: Forms 1099-MISC and/or own records
Partnership SE income: Schedules K-1
Business related expenses: receipts, other documents, and own records
Miscellaneous Tax Documents
Federal, state, and local estimated income tax paid for current year: estimated tax vouchers, cancelled checks, and other payment records
IRA and other retirement plan contributions: if self-employed, identify as for self or employees
Records to document medical expenses
Records to document casualty or theft losses
Records for any other expenditures that may be deductible
Records for any other revenue or sales of property that may be taxable or reportable
