Tax Preparation Checklist
-
SSNs for you and your dependents
-
Tax ID or SSN, and address of your childcare provider
-
W-2 forms
-
1099s (Div, Int, R, B, Misc, G, SSA)
-
Jury Duty Pay
-
Alimony Received
-
Self-Employment Income
-
Unemployment Received
-
Gambling and Prize Winnings
-
Any Other Sources of Income (Rent, Business)
-
State and Local Tax Refunds
-
Schedule K-1s
-
IRA Contributions
-
Student Loan Interest Paid
-
Medical Savings Account
-
Moving Expenses
-
Self-Employed Expenses (Insurance, SEP)
-
Educator Expenses
-
Mortgage Interest and Points Paid
-
Charitable Donations
-
Casualty and Theft Losses
-
Real Estate Taxes
-
State and Local Taxes Paid
-
Medical Expenses
-
Unreimbursed Job Expenses
