Tax Prep Checklist
Getting Ready


For Income Tax Time

Tax Preparation Checklist

Personal Data

  • Social Security Numbers (including spouse and children)
  • Child care provider: Name, address and tax I.D. or Social Security Number
  • Alimony paid: Social Security Number

Employment & Income Data

  • W-2 forms for this year
  • Unemployment compensation: Form 1099-G
  • Miscellaneous income, including rent: Form 1099-MISC
  • Partnership, S Corporation and trust income: Schedules K-1
  • Pensions and annuities: Form 1099-R
  • Social Security/RR1 benefits: Form RRB-1099
  • Alimony received
  • Jury duty pay
  • Gambling and lottery winning
  • Prizes and awards
  • Scholarships and fellowships
  • State and local income tax refunds: Form 1099-G
  • IRS Notice 1444 which will reflect the Economic Impact Payment or Stimulus checks/payment you received in 2020 and/or 2021

Homeowner / Renter Data

  • Residential address(s) for this year
  • Mortgage interest: Form 1098
  • Sale of your home or other real estate: Form 1099-S
  • Real estate taxes paid

Financial Assets

  • Interest income statements: Forms 1099-INT & 1099-OID
  • Dividend income statements: Form 1099-DIV
  • Proceeds from broker transactions: Form 1099-B
  • Retirement plan distribution: Form 1099-R
  • Information related to any financial interest in any virtual currency
  • Information related to any foreign bank accounts, foreign trusts, foreign financial income (NOT including income within a domestic investment account) or any other foreign financial activity or assets

Financial Liabilities

  • Auto loans and leases (account numbers and car value), if vehicle used for business
  • Student loan interest paid
  • Early withdrawal penalties on CDs and other time deposits


  • Gifts to charity (qualified written statement from charity for any single donations of $250 or more)
  • Unreimbursed expenses related to volunteer work
  • Child care expenses
  • Medical Savings Accounts
  • Adoption expenses
  • Alimony paid

Self-employment Data

  • Business income: Form 1099-MISC and/or own records
  • Partnership SE income: Schedules K-1
  • Business-related expenses: Receipts, other documents & own records
  • Farm-related expenses: Receipts, other documents & own records
  • Employment taxes & other business taxes paid for current year: Payment records

Miscellaneous Tax Documents

  • Federal, state & local estimated income tax paid for current year: Estimated tax vouchers, cancelled checks & other payment records
  • IRA, Keogh and other retirement plan contributions: If self-employed, identify as for self or employees
  • Records to document medical expenses
  • Records to document casualty or theft losses
  • Records for any other expenditures that may be deductible
  • Records for any other revenue or sales of property that may be taxable or reportable
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