Tax Checklist
Click to DownloadNew Clients – Forms of Identification (NEW IRS REQUIREMENT):
Social Security Card – For all individuals claimed on the tax return
Driver’s License, Passport, or Birth Certificate – For all individuals claimed on the tax return
Healthcare Document (Form 1095) or School Records – For all children being claimed on the tax return.
Administrative Items & Taxes Paid:
Last year’s tax return – If you were not a client last year
Voided Check – If you would like refunds direct deposited
Form 1095-A – If you obtained health insurance through healthcare.gov
Amounts paid and dates of all Federal Estimated Payments (if applicable)
Amounts paid and date of Federal Extension Payment (if applicable)
Amounts paid and dates of all State(s) Estimated Payments (if applicable)
Amounts paid and date of State(s) Extension Payment (if applicable)
Amounts paid and dates of all Local Estimated Payments (if applicable)
Amounts paid and date of Local Extension Payment (if applicable)
Income Items:
Employee Wages – Form W-2
Gambling Winnings – Form W-2G
Retirement Income – Form 1099-R
Dividend Income – Form 1099-DIV
Interest Income – Form 1099-INT
Brokerage Accounts – 1099 Statement
Government Payments – Form 1099-G
Miscellaneous Income – Form 1099-MISC
Social Security – Form 1099-SSA
Partnership Income – Form K-1
Shareholder Income – Form K-1
Beneficiary Income – Form K-1
Alimony Received
Have your own business
Were you required to issue 1099s?
Did you issue 1099s if required?
Financial Statements
Quarterly Payroll reports
Have a rental property
Were you required to issue 1099s?
Did you issue 1099s if required?
Financial Statements
Deduction Items:
Educator Expenses
Self Employed
Health Insurance
Alimony Paid
IRA Contributions
529 Plan Contributions
HSA Contributions
Student Loan Interest – Form 1098-E
Dependent Care Expenses
Unreimbursed Employee Expenses (State Only)
Medical Expenses
Mortgage Interest – Form 1098
Charitable Contributions
Home Office
Education Credits – Form 1098-T
Adoption Expenses