TAX PREPARATION CHECKLIST

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This list is just a general rule of thumb on what we will need to prepare your tax return. There may be other items not listed that we need to complete the return. Forms to get started are at the bottom of this page.

 Your Social Security Card (for you and your spouse and dependents, if applicable)  and copy of your Driver License or State Issued ID.  If you your spouse or any dependents have an IPPIN number we will need that also. If you do not have a Social Security number, your Individual Tax Identification Number will work. 

 Copy of dependents social security card required, medical records (must show your current address), school records (must show your current address), and birth certificate may be required to file your taxes.

W2s for everyone. Lottery or Gambling winnings. Alimony paid or received. Rental income. Interest income received. 

 Fees paid to a licensed day care center or family day care for care of an infant or preschooler.  Wages paid to a babysitter. All supporting documentation is required.

  Cash amounts donated to houses of worship, schools, other charitable organizations. Records of non-cash charitable donations. Mileage driven for charitable purposes.

  Total amount paid for healthcare insurance and expenses; along with itemized receipts. Doctors bills, co-pays etc. Eye doctor, dentist, specialist.

 Form 1095-A if you enrolled in an insurance plan through the Marketplace.Form 1095-B and/or 1095-C if you had insurance coverage through any other source. Marketplace exemption certificate (ECN) if you applied for and received an exemption from the Marketplace. IRS will reject your return without this form.

 Form 1099-MISC 

Schedule K-1 

Income records to verify amounts paid if not reported on a 1099-MISC. Records of all expenses paid in  related to your self-employment business. Business-use asset information (cost, date placed in service, etc.) for depreciation purposes.Home office expenses if any. Any supporting documentation will be needed.

 Total amount you contributed as of  Dec. 31.Total value of your retirement accounts as of Dec. 31. Pensions, IRA, and other retirement income (Form 1099-R)Social Security income 

 Amount of state/local income tax paid (other than wage withholding) or amount of state and local sales tax paid. Invoice showing amount of vehicle sales tax paid. 

 Forms 1098-T from educational institutions. Receipts that itemize qualified educational expenses. Records of any scholarships or fellowships you received. Form 1098-E if you paid student loan interest .