Tax Prep Checklist

Tax Preparation Checklist

Here is a quick checklist to help you get started gathering your documents – we send a much more thorough version to our clients. Please note this is not a legal document and should not be relied upon as inclusive or conclusive; it may, however, save you time and remind you which tax documents you’ve collected through the year:

Personal Data

  • Social security numbers (including spouse & children);
  • Child Care provider (name, address, and tax id);
  • Alimony paid – amount and name and social security number of recipient

Employment & Income Data

  • W2 forms;
  • Unemployment compensation:  Forms 1099-G;
  • Miscellaneous income including rent:  Forms 1099-Misc;
  • Partnership, S Corporation, & trust income:  Schedule(s) K-1;
  • Pension and/or annuities:  Forms 1099-R;
  • Social Security:  Forms SSA-1099;
  • Alimony received;
  • Jury duty paid;
  • Gambling & lottery winnings;
  • Prizes & awards ~ scholarships & fellowships;
  • State & local income tax refunds:  Form 1099-G

Homeowner / Renter Data

  • Residential address(s) for this year;
  • Mortgage interest (including second property if applicable):  Form 1098;
  • Sale of your home or other real estate:  Form 1099-S;
  • Real estate taxes paid;
  • Rent paid during the year and name & address of lanlord;
  • Moving expenses

Financal assets

  • Interest income statements:  Forms 1099-INT & 1099-OID;
  • Dividend income statements:  Form 1099-DIV;
  • Process from broker transactions:  Form 1099-B;
  • Retirement plan distributions:  Form 1099-R

Financial Liabilities

  • Student loan interest paid;
  • Early withdrawal penalties on CDs and other time deposits


  • Personal property tax information

Other Expenses

  • Support for charitable contributions. – whether cash or non-cash;
  • Medical expenses paid for yourself, your spouse or dependents (subject to limitations);
  • Financial service or brokerage fees;
  • Job hunting or unreimbursed job expenses

Additional Information

  • Was every member of you family covered by health insurance for all of 2015? Forms 1099-HC, Forms 1095-A, B &/or C;
  • Did you receve any corresondence from the IRS or your State Dept. of Revenue?
  • Did you make gifts totaling more than $14,000 to any individual?
  • Did you make any tax estimate payment to the IRS (Form 1040-ES) or the DOR?
  • Do you have an interest in a foreign financial account?
  • Did you make any college or higher education payments for yourself, your spouse or dependents?