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2018 Tax Preparation ChecklistGeneral Taxable Income___ Dividend Income Statements: Form 1099-DIV___ Interest Income Statements: Form 1099-INT & 1099-OID___ Miscellaneous Income: Form 1099-MISC___ Sales of Real Estate: Form 1099-S___ Sales of Stock, Land, etc.: Form 1099-B___ State Tax Refunds: Form 1099-G___ Unemployment Compensation Received___ W-2 Form(s) for Wages, Salaries, and TipsRetirement Income___ Railroad Retirement & Social Security Income: Form SSA-1099___ Retirement Income: Form 1099-RBusiness Income___ Business Income and Expenses___ Farm Income and Expenses___ Form K-1 Income from Partnerships, Trusts, and S-Corporations___ Rental Income and Expenses___ Tax Deductible Miles Traveled for Business PurposesTax Credits Checklist___ Adoption Expense Information___ Child Care Provider Address, I.D. Number and Amounts Paid___ First Time Home Buyer Tax Credit___ Foreign Taxes paidExpense and Tax Deduction Checklist___ Amount Paid to Professional Preparer Last Year___ Casualty and Theft Losses___ Charitable Cash Contributions___ Doctor and Dentist Payments___ Fair Market Value of Non-cash Contributions to Charities___ Home Mortgage Interest from Form 1098___ Home Second Mortgage Interest Paid___ Hospital and Nurse Payments___ Investment Expenses___ IRA Contributions___ Job-hunting Expenses___ Last Year's Tax Preparation Fee___ Medical Expenses for the Family___ Medical Insurance Paid___ Miles Traveled for Volunteer Purposes___ Miles Traveled for Medical Purposes___ Miles Traveled Related to Your Job___ Moving Expenses___ Personal Property Taxes Paid___ Prescription Medicines and Drugs___ Real Estate Taxes Paid___ State Taxes Paid with Last Year's Return (if itemized)___ Student Loan Interest Paid___ Tax Deductible Unreimbursed Expenses Related to Your Job___ Union and Professional Dues___ Unreimbursed Expenses Related to Volunteer WorkTax Estimate Payments Checklist___ Estimated Tax Payments Made with ES Vouchers___ Last Year's Tax Return Overpayment Applied to This Year___ Off Highway Fuel Taxes PaidGeneral Information___ Bank Account Number (BAN) (For direct deposit/debit purposes)___ Child Care Expenses for Each Dependent___ Copy of Last Year's Tax Return___ Dependents' Names, Years of Birth, and Social Security Numbers___ Dependents' Post High School Educational Expenses___ Educational Expenses for You and Your Spouse___ Prior Year Adjusted Gross Income (AGI) & Personal Identification___ Routing Transmit Number (RTN) (For direct deposit/debit)___ Social Security Numbers for You and Your Spouse ................
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