Tax Preparation & Deductions General Checklist

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General Taxable Income
___ W-2 Form(s) for Wages, Salaries, and Tips
___ Interest Income Statements: Form 1099-INT & 1099-OID
___ Dividend Income Statements: Form 1099-DIV
___ Sales of Stock, Land, etc. for Capital Gains: Form 1099-B
___ Sales of Real Estate: Form 1099-S
___ State Tax Refunds: Form 1099-G
___ Alimony Received or Paid
___ Unemployment Compensation Received
___ Miscellaneous Income: Form 1099-MISC

Retirement Income
___ Retirement Income: Form 1099-R
___ Social Security Income and Railroad Retirement Income: Form SSA-1099

Business Income
___ Business Income and Expenses
___ Rental Income and Expenses
___ Farm Income and Expenses
___ Form K-1 Income from Partnerships, Trusts, and S-Corporations
___ Tax Deductible Miles Traveled for Business Purposes

Tax Credits
___ Child Tax Credit
___ Child Care Provider Address, I.D. Number and Amounts Paid for the Child and Dependent Care Credit
___ Earned Income Tax Credit (EITC)
___ Adoption Expense Information for the Adoption Credit
___ Foreign Taxes paid
___ First Time Home Buyer Tax Credit

Expenses and Tax Deductions
___ Medical Expenses for the Family
___ Medical Insurance Paid
___ Prescription Medicines and Drugs
___ Doctor and Dentist Payments
___ Hospital and Nurse Payments
___ Tax Deductible Miles Traveled for Medical Purposes
___ Home Mortgage Interest from Form 1098
___ Home Second Mortgage Interest Paid
___ Real Estate Taxes Paid
___ State Taxes Paid with Last Year’s Return (if claiming itemized deductions)
___ Personal Property Taxes Paid
___ Charitable Cash Contributions
___ Fair Market Value of Non-cash Contributions to Charities
___ Unreimbursed Expenses Related to Volunteer Work
___ Tax Deductible Mileage for Volunteer Purposes
___ Casualty and Theft Losses
___ Amount Paid to Professional Preparer Last Year
___ Unreimbursed Expenses Related to Your Job
___ Miles Traveled Related to Your Job
___ Union and Professional Dues
___ Investment Expenses
___ Job-hunting Expenses
___ IRA Contributions
___ Student Loan Interest Paid
___ Moving Expenses
___ Last Year’s Tax Return Preparation Fee

Tax Estimate Payments
___ Estimated Tax Payments Made with ES Vouchers
___ Last Year’s Tax Return Overpayment Applied to This Year
___ Off Highway Fuel Taxes Paid

General Information
___ Copy of Last Year’s Tax Return
___ Social Security Numbers for You and Your Spouse
___ Educational Expenses for You and Your Spouse
___ Dependents’ Names, Years of Birth, and Social Security Numbers
___ Dependents’ Post High School Educational Expenses
___ Child Care Expenses for Each Dependent
___ Prior Year Adjusted Gross Income (AGI) – how to find last year’s
adjusted gross income (AGI)
___ Routing Transmit Number (RTN) (For direct deposit/debit purposes)
___ Bank Account Number (BAN) (For direct deposit/debit purposes)