Tax Preparation Checklist

Getting organized for your tax appointment can save you a ton of time and effort. Whether it's just after tax season or right around the corner, having the right documents ready is crucial. Below is a comprehensive checklist to help you gather everything you need.

Personal Data

  • Social Security Numbers & DOB (including spouse and children)
  • Residential address(es) for this year
  • Child care provider tax I.D. or SSN and address
  • Dates of birth
  • Type of dependent relationship

Health Insurance Information

  • All 1095-A Forms from marketplace providers (if applicable)
  • Records of credits and/or advance payments received from the Premium Tax Credit

Employment & Income Data

  • W-2 forms for this year
  • Form 1099-G: Tax refunds and unemployment compensation
  • Form 1099-NEC and/or 1099-MISC: Miscellaneous income including rent
  • Form K-1: Partnership, trust, and S-Corporation income
  • Form 1099-R: Pensions, annuities, retirement or profit-sharing plans, IRAs, etc.

Homeowner/Renter Data

  • Residential address(es) for this year
  • Form 1098: Mortgage interest
  • Form 1099-S: Sale of your home or other real estate
  • Real estate taxes paid
  • Rent paid during tax year

Financial Assets

  • Form 1099-INT & 1099-OID: Interest income statements
  • Form 1099-DIV: Dividend income statements
  • Capital gains or losses

Credits

  • Energy improvements
  • Form 1098-T: Education expenses (tuition and fees)

Deduction Documents

  • Gifts to charity
  • State and local income taxes
  • Retirement plan contributions
  • Medical expenses

Self-Employment Data

  • Estimated tax vouchers for the current year
  • Self-employment income
  • Self-employed health insurance
  • Receipts or documentation for business-related expenses

Financial Liabilities

  • Auto loans and leases (account numbers and car value) if vehicle used for business
  • Form 1098-E: Student loan interest paid
  • Early withdrawal penalties on CDs and other fixed time deposits
  • Government grants/loans – date(s), amount(s) received, current balance due, and any forgiveness received for the debt

Automobiles

  • Personal property tax information
  • Department of Motor Vehicles fees (only if including sales or property tax)
  • Sales tax on purchase

Expenses

  • Gifts to charity (receipts for any single donations of $250 or more, and non-cash donations of $500 or more)
  • Unreimbursed expenses and mileage related to volunteer work
  • Health insurance information (Form 1095-C for Employer-Provided Health Insurance Offer and Coverage)
  • Education expenses (tuition and fees)
  • Childcare expenses
  • Job-hunting expenses
  • Investment expenses
  • Form 1099-SA: Medical Savings Accounts and Health Savings accounts
  • Adoption expenses
  • Alimony paid (including payee’s SSN) if divorce finalized prior to 1/1/2019
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