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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