Income Tax Checklist

Personal Information
•        Birthday and social security for all family members
•        Occupation
•        Home address, phone number and e-mail address
•        Copy of your most recently filed tax return (if I didn’t complete your last return)
•        For the child care credit: Provider's address and tax I.D. and amount paid to provider for each child
•        Record of all estimated tax payments made for the current tax year
•        Amount paid with extension

Income Information
•        Annual wage statements: Form W-2
•        Interest and Dividend Statements 1099-Int/1099-Div
•        Social Security Statement
•        Pension/Retirement distribution statements 1099-R
•        Brokerage Year-End Tax Statements
•        Cost Basis for all stock/mutual fund sales
•        Sales proceeds and cost information for real estate sales
•        State Refund Form 1099-G
•        Rental income and expenses
•        Self employment income and expenses
•        Alimony
•        Unemployment Compensation Forms or amount received
•        Partnership, Estate or S-Corporation Schedules K-1
•        Any other income received during the year

Deductions
•        Mortgage and home equity interest statements
•        Real estate taxes paid
•        Ad-Valorem taxes paid on your vehicles and boats
•        Prescription Drugs
•        Doctor and Hospital Bills
•        Other medical bills like physical exams, eyeglasses and medical insurance
•        Charitable Donations-Need receipt if donation exceeds $250 to one charity
•        Investment interest
•        Moving Expenses-If your move was more than 50 miles
•        Teacher out-of-pocket expenses.
•        Educational expenses: tuition and continuing education
•        Tax Preparation Fees
•        Safe Deposit Box
•        Union Dues and work clothes
•        Business miles driven