TAX PREPARATION CHECKLIST
Personal Data Social Security Numbers (including spouse and children) Child care provider tax I.D. or Social Security Number
Employment & Income Data W-2 forms for this year Partnership and trust income Pensions and annuities Alimony received Jury duty pay Gambling and lottery winnings Prizes and awards Scholarships and fellowships State and local income tax refund
Homeowner/Renter Data Residential address(es) for this year Mortgage interest: Form 1098 Sale of your home or other real estate: Form 1099-S Second mortgage interest paid Real estate taxes paid Rent paid during tax year Moving expenses
Financial Assets Interest income statements: Form 1099-INT & 1099-OID Dividend income statements: Form 1099-DN Proceeds from broker transactions: Form 1099-B Tax Refunds & unemployment compensation: Form 1099-G Miscellaneous income including rent: Form 1099-MISC Retirement plan distribution: Form 1099-R
Financial Liabilities Auto loans and leases (account numbers and car value) if vehicle used for business Student loan interest paid Early withdrawal penalties on CDs and other time deposits
Automobiles Personal property tax information
Expenses Gifts to charity (receipts for any single donations of $250 or more) Unreimbursed expenses related to volunteer work Unreimbursed expenses related to your job (travel expenses, entertainment, uniforms, union dues, subscriptions) Investment expenses Job-hunting expenses Education expenses Child care expenses Medical Savings Accounts Adoption expenses Alimony paid Tax return preparation expenses and fees
Self-employment Data K-1s on all partnerships Receipts or documentation for business-related expenses Farm income
Deduction Documents State & local income tax: your 1997 & 1998 estimated tax vouchers IRA, Keogh & other retirement plan contributions Medical expenses Casualty or theft losses Other miscellaneous deductions
