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Tax Prep Checklist
All Tax Filers
- Social security number or tax ID number
- Spouse's full name and ss/tax ID number
- Dependent DOB & SS#
- Childcare records: Fees paid to a licensed day care center or family day care for care of an infant or preschooler. Wages paid to a baby-sitter. etc. (Do not include expenses paid through a work sponsored flexible spending account)
- Tax returns from previous years , if possible
- Charitable Contributions (Only for Churches, Research and Hospitals)
- Business EIN number
- Medical & Health Insurance Expenses and/or Premiums & all appropriate forms (1095-A, 1095-B, 1095-C, ECN)
Income
- Unemployed 1099-G
- Self-employed 1099 & all other expenses
- W-2 forms
- Records of business income & expenses
- Records of rental income & expenses
- Rental asset information (cost, date placed in service, etc.) for depreciation
- Pension/IRA/annuity income (1099-R)
- Social security/RRB income (1099-SSA, RRB-1099)
- Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
- Income from sales of stock or other property (1099-B, 1099-S)
- Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)
- Trusts
- Jury Duty Records
- Gambling income records & expenses (W-2G)
Deductions
- Forms 1098 or other mortgage interest statements
- Real estate and personal property tax records
- Cash amounts donated to houses of worship, hospitals, and other research charitable organizations
- Records of non-cash charitable donations (maximum allowed is $250)
- Per mile driven for business, charitable activities, moving, or medical purposes
- Forms 1098-T from educational institutions
- Receipts that itemize qualified educational expenses
- Records of any scholarships or fellowships you received
- Form 1098-E if you paid student loan interest
- Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel) *Only for state and has to be proven by your job*
- Form 5498-SA (HSA contributions), Form 5498 (IRA contributions), & all other 5498 series forms (5498-QA, 5498-ESA)
- Amount of state and local sales tax paid (other than wage withholding)*See form "Changes due to Tax Cuts and Job Act"