Tax Return Document Checklist

Taxation

Personal Information

  •  Your social security number or tax ID number
  •  Your spouse’s full name and social security number or tax ID number
Dependent(s) Information
  •  Dates of birth and social security numbers or tax ID numbers
  •  Childcare records (including the provider’s tax ID number) if applicable
  •  Income of other adults in your home
  •  Form 8332 showing that the child’s custodial parent is releasing their right to claim a child to you, the noncustodial parent (if applicable)
 
Sources Of Income
  • Employed
    •  Forms W-2
  • Unemployed
    •  Unemployment, state tax refund (1099-G)
  • Self-Employed
    •  Forms 1099-MISC, Schedules K-1, income records to verify amounts not reported on 1099s
    •  Records of all expenses — check registers or credit card statements, and receipts
    •  Business-use asset information (cost, date placed in service, etc.) for depreciation
    •  Office in home information, if applicable
    •  Record of estimated tax payments made (Form 1040ES)
  • Rental Income
    •  Records of income and expenses
    •  Rental asset information (cost, date placed in service, etc.) for depreciation
    •  Record of estimated tax payments made (Form 1040ES)
  • Retirement Income
    •  Pension/IRA/annuity income (1099-R)
    •  Traditional IRA basis (i.e. amounts you contributed to the IRA that were already taxed)
    •  Social security/RRB income (1099-SSA, RRB-1099)
  • Savings & Investments or Dividends
    •  Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
    •  Income from sales of stock or other property (1099-B, 1099-S)
    •  Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)
    •  Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)
    •  Expenses related to your investments
    •  Record of estimated tax payments made (Form 1040ES)
  • Other Income & Losses
    •  Gambling income (W-2G or records showing income, as well as expense records)
    •  Jury duty records
    •  Hobby income and expenses
    •  Prizes and awards
    •  Trusts
    •  Royalty Income 1099 Misc.
    •  Any other 1099s received
    •  Record of alimony paid/received with Ex-spouse’s name and SSN
 
Types Of Deductions
  • Home Ownership
    •  Forms 1098 or other mortgage interest statements
    •  Real estate and personal property tax records
    •  Receipts for energy-saving home improvements
    •  All other 1098 series forms
  • Charitable Donations
    •  Cash amounts donated to houses of worship, schools, other charitable organizations
    •  Records of non-cash charitable donations
    •  Amounts of miles driven for charitable or medical purposes
  • Medical Expenses
    •  Amounts paid for healthcare insurance and to doctors, dentists, hospitals
  • Health Insurance
    •  Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)
    •  Form 1095-B and/or 1095-C if you had insurance coverage through any other source (i.e . an employer, insurance company, government health plan such as Medicare, Medicaid, CHIP, TRICARE, VA, etc.)
    •  Marketplace exemption certificate (ECN) if you applied for and received an exemption from the Marketplace (Exchange)
  • Childcare Expenses
    •  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.
      Don’t include expenses paid through a flexible spending account at work.
  • Educational Expenses
    •  Forms 1098-T from educational institutions
    •  Receipts that itemize qualified educational expenses
    •  Records of any scholarships or fellowships you received
    •  Form1098-E if you paid student loan interest
  • Job Expenses & Tax Prep Fees
    •  Employment related vehicle expenses (tolls, mileage, gas, maintenance, license, property tax, interest expense, parking)
    •  Receipts for classroom expenses (for educators in grades K-12)
    •  Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel)
    •  Job-hunting expenses
    •  Record of moving expenses not reimbursed by employer
    •  Amount paid for preparation of last year’s tax return
  • State & Local Taxes or Sales Tax
    •  Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid
    •  Invoice showing amount of vehicle sales tax paid
  • Retirement & Other Savings
    •  Form 5498-SA showing HSA contributions
    •  Form 5498 showing IRA contributions
    •  All other 5498 series forms (5498-QA, 5498-ESA)
  • Federally Declared Disaster
    •  City/county you lived/worked/had property in
    •  Records to support property losses (appraisal, clean up costs, etc.)
    •  Records of rebuilding/repair costs
    •  Insurance reimbursements/claims to be paid
    •  FEMA assistance information
    •  Check FEMA site to see if my county has been declared a federal disaster area

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