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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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