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Tax Preparation Checklist

Posted on December 31, 2013 by

checklistWe’ve designed this handy checklist to help you prepare for the upcoming tax season. You probably won’t need every category we have listed so just pick the ones that apply to your tax situation. Print this list and check items off the list as you receive them.

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Personal Data

Social Security Numbers (including spouse and children)
Child care provider(s) (Name, address and employer/Tax ID #)
Alimony paid: Social Security Number

Employment & Income Data

W-2 forms for this year
Unemployment compensation: Forms 1099-G
Miscellaneous income including rent: Forms 1099-MISC
Partnership, S Corporation, & Schedules K-1
Pensions and annuities: Forms 1099-R
Social Security/RR1 benefits: Forms RRB-1099
Alimony received
Jury duty pay
Gambling and lottery winning
Prizes and awards
Scholarships and fellowships
State and local income tax refunds: Form 1099-G

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-DIV
Proceeds from broker transactions: Form 1099-B

Financial Liabilities

Auto loans and leases (account numbers & car value) if vehicle used for business
Student loan interest paid
Early withdrawal penalties on CDs and other time deposits


Gifts to charity (qualified written statement from charity for any single donations of $250 or more)
Unreimbursed expenses related to volunteer work
Unreimbursed expenses related to your job (travel expenses, uniforms, union dues, subscriptions)
Investment expenses
Job-hunting expenses
Job-related education expenses
Child care expenses
Medical Savings Accounts
Adoption expenses
Alimony paid
Tax return preparation expenses and fees

Self-employment Data

Business income: Forms 1099-MISC and/or own records
Partnership SE income: Schedules K-1
Business-related expenses: Receipts, other documents & own records
Farm-related expenses: Receipts, other documents & own records
Employment taxes & other business taxes paid for current year: Payment records

Miscellaneous Tax Documents

Federal, state & local estimated income tax paid for current year: Estimated tax vouchers, cancelled checks & other payment records
IRA, Keogh and other retirement plan contributions: If self-employed, identify as for self or employees
Records to document medical expenses
Records to document casualty or theft losses
Records for any other expenditures that may be deductible
Records for any other revenue or sales of property that may be taxable or reportable

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