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The Ultimate Tax Preparation Checklist
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Personal Information
- Social Security Numbers
- Driver License Information
- Copy of last year’s return
- Bank Account Information
- DOB of everyone on the return
Income or Investments
- W-2, 1098, 1099 Forms
- Stock Investments
- IRA/401K Contributions
- Other Incomes or Benefits
- Loan Statements
Home
- Mortgage Interest
- Closing Documents
- Energy Efficient Receipts
- Paid Real Estate Taxes
- Insurance Premiums
Rental Property
- Receipts For Repairs, Inspections
- Rental Income
- Taxes Paid
- Mileage For Repairs, Inspections
- Mortgage Interest
- Insurance Premiums
Business
- Tax ID
- Income/Expenses
- Capital Assets/Equipment
- Mileage Log
- Health Insurance Premiums
Other Deductions
- 1098 Form
- Child Tax Credit
- Vehicle Purchase Sales Tax
- Childcare Expenses
- Moving Expenses
- Amount Paid For Last Year’s Tax Prep
- Paid State/Local Income Tax- last year
- Charitable Donations
- Adoption Expenses
- Educational Expenses
Healthcare
- Form 1095-A, 1095-B or 1095-C
- HA Information
- Health Insurance Payments
- Dental/Medical/Vision Expenses
- Medical Equipment
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