Tax Checklist

PERSONAL INFORMATION FOR EACH FAMILY MEMBER:

• Name

• Date of Birth

• Social Security Card /ITIN/ATIN

• Last Year’s Tax Return

• Valid Driver’s License

INCOME AND TAX INFORMATION:

• W-2’s

• Interest (1099-INT or substitute)

• Dividend Slips (1099-DIV or substitute)

• Stock Sales (1099-B or Broker Statement)

• Self-Employment Income and Expenses

• Sale of a Personal Residence

• Rental Income and Expenses

• Sale of any Business Assets

• Gambling or Lottery Winnings (W-2G for some winnings)

• State Income Tax Refund (1099-G)

• Pension Income (1099-R)

• Estimated Taxes Paid

• Social Security or Railroad Retirement (SSA-1099 or RRB-1099)

• IRA or 401(k) Distribution (1099-R)

• Unemployment Compensation (1099-G)

• Miscellaneous Income (1099-MISC)

DEDUCTIONS/ADJUSTMENTS:

• Medical Expenses

• Real Estate or Personal Property Taxes

• Mortgage Interest

• Charitable Contributions

• Employee Business Expenses

• Gambling Losses

• Moving Expenses

• Traditional IRA Contributions

• Higher Education Expenses

• Educator Expenses

• Student Loan Interest

TAX CREDITS:

• Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)

• Adoption Expenses

• Retirement Savings Contributions