Individual Services

Individual Services
Income Tax Preparation Check List
Personal Information
• Your social security number
• Your spouse’s full name and social security number
• Amount of any alimony paid and ex-spouse’s social security number
Other people who may belong on your return
• Dates of birth and social security numbers of all dependent children
• Childcare records (including the provider’s ID number) if applicable
• Form 8332, copies of your divorce decree, or other documents showing that your ex-spouse is releasing their right to claim a child to you
Education Payments
• Forms 1098-T and 1098-E, if you received them
• Scholarships and fellowships
Employee Information
• Forms W-2
Self-Employment Information
• Forms 1099-MISC, Schedules K-1, income records to verify amounts not reported on 1099s.
• Records of all expenses — check registers or credit card statements, and receipts
• Business-use asset information (cost, date placed in service, etc.) for depreciation
• Office in home information, if applicable
Vehicle Information
• Total miles driven for the year (or beginning/ending odometer readings)
• Total business miles driven for the year (other than commuting)
• Amount of parking and tolls paid
• If you want to claim actual expenses, receipts or totals for gas, oil, car washes, licenses, personal property tax, lease or interest expense, etc.
Rental Income
• Records of income and expenses
• Rental asset information (cost, date placed in service, etc.) for depreciation
Retirement Income
• Pension/IRA/annuity income (1099-R)
• Social security/RRB income (1099-SSA, RRB-1099)
Savings and Investments
• Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
• Income from sales of stock or other property (1099-B, 1099-S)
• Dates of acquisition and records of your cost or other basis in property you sold
Other Income
• Unemployment, state tax refund (1099-G)
• Gambling income (W-2G or records showing income, as well as expense records)
• Amount of any alimony received and ex-spouse’s name
• Health care reimbursements (1099-SA or 1099-LTC)
• Jury duty records
• Hobby income and expenses
• Prizes and awards
• Other 1099
Itemizing Deductions
• Forms 1098 or other mortgage statements
• Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid
• Real estate tax records
• Invoice showing amount of vehicle sales tax paid
• HUD statement showing closing date of home purchase
• Cash amounts donated to charitable organizations
• Records of non-cash charitable donations
• Amounts paid for healthcare insurance and to doctors, dentists, hospitals
• Amounts of miles driven for charitable or medical purposes
• Expenses related to your investments
• Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel)
• Job-hunting expenses
IRA Information
• Amount contributed for this tax year (and next tax year, if applicable)
• Traditional IRA basis
• Value of IRAs on Dec. 31 of this year