Tax Preparation Checklist

Tax Preparation Help and Checklist

question iconTaxpayer's checklist for tax year season.

Here's a reference of all the data you might need and who should have it or keep track of it. And start organizing the collection and organizing of all this material.Everything you need to be prepared for your taxes:

Personal Data
Required Information
  • Full Name(s) and a valid photo identification
    For you and your spouse if apply
  • Social Security numbers or ITIN cards are REQUIRED
    For you, your spouse and any other persons listed on your tax return
  • Current address and phone number(s)
  • Accurate Date of Birth for all individuals listed on the return
  • Childcare provider(s) - name, address, tax payer ID
    If caliming the Child/Dependent Care Credit
  • Alimony Paid - name and Social Security number of individual paid
  • Proof of Account Number and Routing Number of your bank for a direct deposit of your refund into your checking and /or savings account

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Employment / Income Data / Financial Liabilities Forms
Required Forms if apply
  • Form W-2 for each employer (wages and salary)
    Each form W-2 has to be for the same tax year
  • Alimony Received
  • Form W-2G
    Gambling and lottery winnings
  • Forms 1099-R
    Retirement, pensions and annuities
  • Form 1099-DIV
    Dividend Income
  • Form 1099-INT
    Interest Income received
  • Form 1099-G
    Unemployment compensation, state and local tax refunds
  • Form 1099-Misc
    Miscellaneous income including rent, royalties, other income
  • Form SSA-1099
    Social Security Benefits Statement
  • Form 1098-E
    Student Loan Interest paid
  • Form 1098-T
    Qualified Tuition
  • Scholarships, fellowships or grants
  • State and local income-tax refunds
  • Prizes or awards

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Self-Employment Data
Required Information from your own records
  • Gross Income Business-related
    Receipts, bank statements or any other valid documentation
  • Business-related expenses
    Such as Advertising, Car/Truck -along with millage log, Legal/Professional Services, office expenses, Taxes, Licenses/permits, etc..

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Required Information if you own a house

Forms and Documents Required

  • Residential address(es)
  • Form 1098
    Mortgage interest paid
  • Sale of your home or other real estate
    Your lender or closing agent should send you Form1099-S
  • Real estate taxes paid
  • First-time homebuyer credit
    You will need data from your sale closing statements
  • Sale of your home or other real estate
    Your lender or closing agent should send you Form1099-S

Deductible Expenses

  • Receipts/own records for medical expenses
    Doctor/Dental, hospital, prescription or any other medical expense
  • Impuestos
    DMV Fees total paid
  • Personal property taxes paid
  • Gifts to charity
    Receipts/own records of Church, United Way, Red Cross... cash/non cash
  • Tax-return-preparation expenses and fees from last year
  • Job expenses
    Uniforms, security tools, work shoes, union dues and education/training

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  • Property address(es)
  • Form 1098
    Second-mortgage interest paid
  • Rent Income
    Receipts/own records of rent reseived during the tax year
  • Expenses related to Second-mortgage improvement
    Receipts/own records of Rapeir, Cleaning/maintenance, Management Fees, Insurance...

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Some other expenses you might qualify
  • Unreimbursed expenses related to your job
    travel expenses, uniforms, union dues, subscriptions
  • Job-hunting expenses
  • Job-related education expenses
  • Child care expenses
  • Adoption expenses