Tax Prep Checklist

Personal information for you, your spouse and your dependents

• Social Security cards / Numbers (new clients only).
• State Photo IDs (If updated)
• Birth dates (new clients only)
• Tax returns for the previous one to three years (new clients only)

Education & childcare payments

• Form 1098-T for tuition and other educational expenses.
• Account history from school showing transactions during the year.
• Scholarship or fellowship records.
• Form 1098-E for student loan interest.
• Amount of any alimony paid, as well as your ex-spouse’s full name and Social Security number (generally only required for pre-2019 divorces).
• Child care payment records and provider’s tax ID number (SSN or EIN).

Employee information

• All W-2 forms for your earnings and taxation information.

Self-employment information

• Forms 1099-NEC (was MISC) for self-employment income.
• Schedule K-1 for income from a partnership or S-corporation.
• Income records to verify amounts not reported on Forms 1099-MISC.
• If using accounting software, the Profit & Loss, Balance Sheet & General Ledger reports
• Business-use asset information (cost, date placed in service, etc.) to claim depreciation.

Business-use-of-vehicle information

• Number of miles driven for business, for commuting, and for all other purposes.
• Records of parking fees and tolls paid.

Rental property income

• Income and expense records.
• Rental asset information (cost, date placed in service, etc.) to claim depreciation.
• 1099-K or other reporting forms if you rented through Airbnb.

Retirement income and contributions

• 1099-R for pension/IRA/annuity income.
• SSA-1099 for Social Security income.
• RRB-1099 for Railroad Retirement Board income.
• Form 5498 for IRA contributions.
• Traditional IRA basis for previously taxed contribution amounts.

Savings and investment

• 1099-INT, 1099-OID and 1099-DIV for interest and dividend income.
• 1099-B for income from stock sales.
• 1099-S for income from property sales.
• Acquisition dates and records of cost or other basis on sold property, if not reported on Form 1099-B.

Other income

• 1099-G for unemployment and state tax refund income.
• W-2G or other records showing gambling income, as well as expense records.
• Amount of any alimony received.
• 1099-SA for health savings account distributions.
• 1099-LTC for long-term care benefits distributions.
• Jury duty records.
• Records of hobby income and expenses.
• Records of financial prizes and awards.
• Other Forms 1099-MISC or 1099.

Affordable Care Act

• Form 1095-A for Marketplace (Exchange) enrollments.
• Form 1095-B and/or 1095-C for if given.

Other deductions and credits

• Classroom expense receipts for educators of grades K-12.
• Form 5498-SA for HSA contributions.
• Form 5498-QA for ABLE account contributions.
• Form 5498-ESA for Coverdell ESA contribution.
• Form 1098 or other mortgage interest statements.
• Records of state/local income tax paid (other than wage withholding) or of state and local sales tax paid.
• Real estate and personal property tax records.
• Records of cash and non-cash charitable donations, or political contributions.
• Records of health insurance premiums and medical bills (if total medical expenses exceed 7.5% of income).
• Records of mileage driven for charitable or medical purposes.
• Receipts for energy-saving home improvements.
• Estimated tax payment records.