Tax Prep Checklist
Personal Information
- Your social security number or tax ID number
- Your spouse’s full name and social security number or tax ID number
Dependent(s) Information
- Date of birth and social security numbers or tax ID numbers
- Childcare records ( including the provider;s tax ID number) if applicable
- Income of other adults in your home
- Form 8332 showing that the child’s custodial parent is releasing their right to claim a child to you, the noncustodial parent(if applicable)
Sources of Income
Employed
- Forms W-2
Unemployed
- Unemployment, state tax refund (1099-G)
Self-Employed
- 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
Rental Income
- Records of income and expenses
- Rental asset information (cost, date placed in service, etc.) for depreciation
- Record of estimate tax payments made (Form 1040ES)
Retirement Income
- Pension/IRA/annuity income(1099-R)
- Traditional IRA basis (i.e amounts you contributed to the IRA that were already taxed)
- Social security/ RBR income (1099-SSA, RRB-1099)
Savings & Investments or Dividends
- Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)