Tax Preparation Checklist

The list of information below is provided to help in preparing your taxes. After gathering your information, please complete the client tax organizer that was sent to you to document and prepare for your appointment. It helps ensure you have everything you need.

PERSONAL INFORMATION:

  • Name, Social Security Number/ITIN/TIN and Date of Birth for yourself and spouse
  • Current address, email and phone number
  • Last Year’s Tax Return if you are a new client
  • Valid Driver’s License or ID (required for refund transfer bank product or state mandate)
  • CP01A Letter: Identity Protection PIN (IP PIN) – You’ll receive by mail December or January – if one has been issued to you, your spouse, or your dependent by the IRS. Need to efile.
  • Banking information for Direct Deposit
  • IRS Notice 1444 (EIP) and 1444B (EIP2), Your Economic Impact Payment; Information about your 2020 stimulus payments received for EIP one and two
  • IRS Notice 6475 – letter from IRS for your 3rd Economic Impact Payment amount issued March 2021 – December 2021. IRS will start mailing in January 2022.
  • IRS Notice 6419 – each person/spouse will receive letter which includes the total Advance Child Tax Credit (ACTC) payments received in 2021 and the number of qualifying children. IRS will begin mailing in December 2021.

DEPENDENT INFORMATION:

  • Full name
  • Dates of birth and social security numbers or tax ID numbers
  • Childcare records (including the provider’s tax ID number) if applicable
  • Income of dependents and of other adults in your home
  • Nonbiological Dependents: Documents proving residency and relationship of dependents
  • 1098T for college students
  • Disability statement for disabled dependents 

HEALTH INSURANCE COVERAGE

  • Form 1095-A – Health Insurance Marketplace Statement (Required or will delay return processing). Some states may have their own forms for use of their health insurance mandates.
  • 1095-B or 1095-C (optional)
    • Other documentation if you haven’t received the 1095-B or 1095-C forms yet
      • Explanation of benefits statements from the insurer
      • W-2 or payroll statements reflecting health insurance deductions
      • Records of advance payments of the premium tax credit
      • Other statements indicating that the family had health care coverage
      • Insurance cards
  • Information showing you are exempt from health insurance

INCOME AND TAX INFORMATION:

  • Alimony received**
  • Broker and Barter Exchange Transactions (1099-B)
  • Cancellation of Debt (1099-C)
  • Dividends & Capital Gains Distributions (1099-DIV)
  • Estimated Taxes Paid
  • Foreign Income
  • Gambling or Lottery Winnings (W2G)
  • Household Employment Taxes
  • Inheritances
  • Interest (1099-INT or substitute)
  • IRA or 401(k) Distribution (5498)
  • Miscellaneous Income (1099-MISC)
  • Paid Family Leave (1099-G)
  • Payment Card and Third Party Network Transactions (1099-K)
  • Pension/Retirement Income (1099-R)
  • Rental Income and Expenses (1099-MISC)
  • Sale of Business Assets
  • Sale of Personal Residence (Closing statement)
  • Schedule K-1 from Partnership, Estate, or S-Corp
  • Self-Employment Income and Expenses (1099-NEC, Profit/Loss Statement)
  • Social Security or Railroad Retirement (SSA-1099)
  • State Income Tax Refund (1099-G)
  • Stock Sales (1099-B or Broker Statement)
  • Unemployment Compensation (1099-G)
  • Wages & Salary (W2)

DEDUCTIONS/ADJUSTMENTS:

  • Alimony paid**
  • Auto Expenses/Mileage; business, charity, medical
  • Bank Statements (Business Income/Expenses)
  • Casualty and Theft Losses**
  • Charitable Contributions Cash/Non-Cash
  • Depreciation schedule from previous year
  • Educator Expenses
  • Employee Business Expenses – Union dues, travel, education, etc.**
  • Estimated Tax Payments to Federal and State and Dates Paid
  • Gambling Losses**
  • Health Savings Account (Form 8889)
  • Home Office Expenses (Insurance, Utilities, Repairs, Rent or Mortgage, Square Footage)
  • Home Purchase Expenses; including Refinances (Closing Disclosure)
  • IRA Contributions (5498)
  • Medical/Dental/Vision Expenses (including mileage)
  • Mortgage Interest, Points, and PMI (1098)**
  • Moving Expenses – Only if your new workplace is at least 50 miles further from your old home than your previous workplace was from your old home.**
  • Personal Property Taxes (DMV vehicle license fees/taxes)**
  • Profit and Loss Statement (Business Income/Expenses)
  • Real Estate and/or Personal Property Tax Bills**
  • Sales Tax (tax from new vehicles, boats, etc)**
  • Student Loan Interest (1098-E)
  • Tax Return Preparation Fees (Personal/Business)**
  • Tuition Expenses (1098-T)
  • Union Dues**

** = affected by TCJA Tax Reform starting 2018 tax returns

TAX CREDITS:

  • Adoption Expenses
  • Child Care Provider/Address, Phone Number, and Employer Identification Number (EIN) or Social Security Number (SSN)
  • Earned Income Credit documentation (Residency, Disability, SSN card)
  • Education Expenses (1098-T)
  • Energy credit receipts
  • First-Time Homebuyer Credit Repayment information
  • Retirement Savings Contributions, 457, 401K, IRA, SEP, SIMPLE IRS, etc.

Any other information you think we may need to prepare your tax return(s) accurately. Use the tax organizer to help with other tax documentation needed.

 

Appointment Process