Tax Preparation Checklist

Personal and Dependent Information:

• Name
• Date of Birth
• Social Security Card/ITIN/ATIN
• Last Year’s Tax Return
• Valid Driver’s License

Income , Winnings, Retirement etc.:

• W-2’s
• Interest (1099-INT or substitute)
• Dividend Slips (1099-DIV or substitute)
• Stock Sales (1099-B or Broker Statement)
• Self-Employment Income and Expenses
• Sale of a Personal Residence
• Rental Income and Expenses
• Sale of any Business Assets
• Gambling or Lottery Winnings (W-2G for some winnings)
• State Income Tax Refund (1099-G)
• Pension Income (1099-R)
• Estimated Taxes Paid
• Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
• IRA or 401(k) Distribution (1099-R)
• Unemployment Compensation (1099-G)
• Miscellaneous Income (1099-MISC)

Possible Deductions:

• Medical Expenses
• Real Estate or Personal Property Taxes
• Mortgage Interest
• Charitable Contributions (cash and non-cash)
• Employee Business Expenses
• Gambling Losses
• Moving Expenses
• Traditional IRA Contributions
• Higher Education Expenses
• Educator Expenses
• Student Loan Interest

Credits:

• Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)
• Adoption Expenses
• Retirement Savings Contributions Credit

Mileage Deductions

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IRA's, 401(K)'s and Other Retirement Accounts

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