Tax Preparation Checklist
A tax preparation checklist is a comprehensive list of documents and information to efficiently prepare and file taxes. It typically includes items such as W-2 forms, 1099 forms, receipts for deductions, bank statements, and previous tax returns. Having a checklist helps ensure that nothing is overlooked, which makes the tax filing process smoother and more organized. It serves as a valuable tool for both individuals and businesses to stay on track during tax season.
For ALL Filers
Copy of Last Year's Tax Return
Social Security Numbers
(Yourself, Your Spouse & Dependents)
Dates of Birth
(Yourself, Your Spouse & Dependents)
Bank Accounts
(Routing numbers & Account numbers)
Loan Statements
Income
W-2 Forms
1099s for All Forms of Income
Home & Rental Properties
1098s: Interest on Mortgage, Equity or Student Loans
Paid Real Estate Taxes
Insurance Premiums
Energy Efficient Upgrade Receipts
Rental Income
Mileage & Receipts for Rental Repairs & Upgrades
Donations
Charitable Contribution Receipts
Volunteer Expense Deductions
Business Owners
Tax ID
Insurance Premiums & Expenses
Business Income & Expenses
List of Assets & Equipment
Mileage Logs
Deductions
Medical/Dental Expenses
Health Insurance Payments
IRA and HSA Contributions
Vehicle Purchase Sales Tax
Childcare Expenses
Job Search Expenses
Moving Expenses
Amount Paid for Last Years Tax Prep
Educational Expenses
(Loan Interest, Supplies, Tuition
Other Miscellaneous
Estimated Tax Payments
(Self-employed)
IRA / 401K Total Contributions