We’re here to take the pain out of filing your taxes. It’s vital that you have the correct documents to accurately file your taxes. If you’re missing an important document, you could miss out on valuable deductions and credits. Not sure what to bring to have your taxes prepared? Well, we have created this tax preparation checklist to help you determine which documents you need for your taxes.
NEW CLIENTS
- Previous tax return
- Social security number
- Full name
- Date of birth
CHILDREN AND OTHER DEPENDENTS
- Full name(s)
- Social security number(s)
- Birth-date(s)
- Income(s)
- Childcare expenses & provider information
LIST OF ALL INCOME
- W-2 forms
- Interest income
- Lottery or gambling winnings
- Commissions received/paid
- Social security income
- Rentals income/expenses
- Alimony paid/received
1099 FORMS
- Self-employment business
- Farm income and expenses
- Pension, retirement income
- Unemployment income
- Canceled debt amount
- Interest and dividend income
- Statements on the sales of stocks or bonds
- Form 1099-INT/Form 1099-DIV
- Amount of state income tax refund
1098 FORMS
- Mortgage or home equity loan interest paid
- Tuition and education fees
- Student loan interest
*MEDICAL & DENTAL EXPENSES
- Insurance policies (not compensated by insurance)
- Insurance company information
- Prescriptions drugs & insulin
- Medical equipment & supplies
- Transportation
- Miles traveled back and forth from hospital and/or doctor
- Parking, ambulances, and/or bus fare
*CONTRIBUTIONS
- Charity cash and non-cash
- Charity organization name
- Donation date
- Items donated
- Market value
- Miles traveled back and forth to charitable organization
- Travel expenses for the charity
*TAXES
- Previous year federal and state tax return
- Real estate taxes on your property
- AD Valorem taxes
*INTEREST EXPENSES
- Bank or mortgage company name and amount paid
- Home equity loan
- Home improvement loan
- Home mortgage paid to individual
*MISCELLANEOUS DEDUCTIONS
- Union/working dues
- Tax preparation fees
- Safe deposit box
- Tools/Job supplies
- Safety equipment
- Uniforms (cost of professional cleaning)
- Job-related phone expenses (long distance, call waiting, and call forwarding)
- Professional dues/licenses
- Malpractice insurance
- Job-seeking expenses (résumés, postage, copies, and miles)
- Gambling losses to the extent of winnings