PERSONAL TAX CHECKLIST

Employment and other Income Document

• Form W-2/ W-2G

• Unemployment compensation and state tax refunds

  • Form 1099-G

• Miscellaneous income, including rent and royalties

  • Form 1099- MISC

• Partnership, S Corporation and trust income

  • Schedule K-1

• Pensions, Annuities, IRAS and Qualified Plans

  • Form1099-R

• Social Security or railroad Benefits

  • Form SSA-1099 or RRB- 1099

• Rental Property Income

  • Include income, expenses, cost, and date placed in service for depreciation calculation

Homeowner/ Renter Data

• Mortgage Interest

  • Form 1098

• Sale of your home or other real estate

  • Form 1099- S

  • Form HUD-1

• Real Estate Tax Receipts

Financial Assets

• Forms may include

  • 1099-B

  • 1099- DIV

  • 1099- INT

  • 1099- OID

  • 1099-MISC

  • 1099- R

• Brokerage Statement (if you receive a 1099-B ‘Proceeds from Broker and Barter Exchange Transactions, then you may need to file form 1040, Schedule D; and form 8949- even if the realized gain or loss is zero)

• Roth conversation reporting: Form 1099-R

• Same forms for any children or dependents under age 24 with income (earned or unearned)

Expenses and Deductions

• Gifts to Charity (include dates, amounts, and receipt information)

  • Cash or Non-Cash

• Health Insurance Premiums

• Marketplace Insurance (affordable Care Act)

  • Form 1095-A

• Childcare expenses (include amount and provider EIN)

• Personal Property Tax Receipts (i.e. Vehicle Tax, registration, etc)

• HSA Distributions or expenses

• HSA Contributions

• Traditional IRA Contributions

• Higher Education fees

  • Form 1098-T

• Investment expense

• Medical and Dental Expenses