Tax Prep Checklist

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


  • Forms W-2


  • Unemployment, state tax refund (1099-G)


  • 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)