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CHECKLIST FOR INDIVIDUAL TAX RETURN FILING
INCOME
1. All W-2s, 1099’s, 1099R’s,
2. Dividends and interest statements
3. Investment Year end statements
4. Rents and royalties, 1099’s
5. Sales of personal residence, including Purchase date/Price and Sell Date/Price
6. Alimony
7. Unemployment compensation, 1099G
8. State income tax refund from previous year
9. Social security and Railroad Retirement benefits
10. Pensions, annuities, retirement, 401K distributions, inheritance
11. Business and farm income
12. Gambling and lottery winnings
13. Partnerships and trust income (K-1, 1065)
DEDUCTIONS AND CREDITS
14. IRA and Keogh plan contributions
15. Obama Care 1095A Form
16. Medical expenses (Health plan cost, prescriptions, vision, dental, and mileage)
17. Real estate and personal property taxes (Boat, Trailers, Motor Homes, Vehicle Excise Tax)
18. Home mortgage interest
19. Charitable contributions (cash and property)
20. Out-of-pocket expenses for volunteer services
21. Job-seeking expenses
22. Union and professional dues
23. Job related non-reimbursable expenses (mobile service, dry cleaning, subscriptions, uniforms, travel and entertainment, tools and materials and business use of vehicle)
24. Tax return preparation fee
25. Alimony paid
26. Moving expenses
27. Casualty and theft losses
28. Qualified educational expenses (tuition, books, room and board, mileage), 1098T
29. State and local income tax payments
30. Child care services (need tax ID number or social security number)
31. Disabled dependent care services
32. Marketplace (Obamacare) 1095A insurance statement
33. Voided check for direct deposit
34. Energy Efficient Deductions
Copy of Previous Years taxes if filed by a different company.
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