Individual Tax Returns We Prepare:
- Individual Returns both short and long forms (Form 1040 and 1040EZ)
- Individual Returns for Self-Employment (Schedule C)
Please use the following checklist as a guide for gathering the necessary documents needed for tax preparation.
Personal Information
• Yours and your spouse's full name, and social security numbers or tax ID numbers
• Amount of any alimony paid and ex-spouse's full name and social security number
• Birth dates and social security numbers or tax ID numbers of any children or other legal dependents
• Childcare records (including the provider's tax ID number) if applicable
• Your tax return from the previous year. If you are a first time filer with us, please bring your tax returns from the previous three years.
Employee Information
• Forms W-2(s)
Savings and Investments
• Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
• Income from sales of stock or other property (1099-B, 1099-S)
• Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)
Other Income
• Unemployment, state tax refund (1099-G)
• Gambling income (W-2G or records showing income, as well as expense records)
• Amount of any alimony received
• Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)
• Jury duty records
• Hobby income and expenses
• Prizes and awards
• Other 1099
Affordable Care Act
• Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)
• Form 1095-B and/or 1095-C if you had insurance coverage through any other source (i.e . an employer, insurance company, government health plan such as Medicare, Medicaid, CHIP, TRICARE, VA, etc.)
• Marketplace exemption certificate (ECN) if you applied for and received an exemption from the Marketplace (Exchange)
Education Payments
• Forms 1098-T from educational institutions
• Receipts that itemize qualified educational expenses
• Records of any scholarships or fellowships you received
• Form1098-E if you paid student loan interest
Other Deductions and Credits
• Receipts for classroom expenses (for educators in grades K-12)
• Form 5498-SA showing HSA contributions
• All other 5498 series forms (5498-QA, 5498-ESA)
• Record of moving expenses not reimbursed by employer
• Forms 1098 or other mortgage interest statements
• All other 1098 series forms
• Amount of state/local income tax paid (other than wage withholding), or amount of state and local
sales tax paid
• Real estate and personal property tax records
• Invoice showing amount of vehicle sales tax paid
• Cash amounts donated to houses of worship, schools, other charitable organizations
• Records of non-cash charitable donations
• Amounts paid for healthcare insurance and to doctors, dentists, hospitals
• Amounts of miles driven for charitable or medical purposes
• Expenses related to your investments
• Amount paid for preparation of last year’s tax return
• Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel)
• Job-hunting expenses
• Receipts for energy-saving home improvements
• Record of estimated tax payments made
If Self-Employed, Add These Items to the Checklist for Individuals
Self-Employment Information
• Forms 1099-MISC, Schedules K-1, income records to verify amounts not reported on 1099s
• Records of all expenses — check registers or credit card statements, and receipts
• Business-use asset information (cost, date placed in service, etc.) for depreciation
• Office in home information, if applicable
Business Use of Vehicle Information
• Log showing total miles driven for the year (or beginning/ending odometer readings), total business miles driven for the year (other than commuting), and the business purpose of the mileage
• Amount of parking and tolls paid
• If you want to claim actual expenses, receipts or totals for gas, oil, car washes, licenses, personal property tax, lease or interest expense, etc.
Rental Property Income
• Records of income and expenses
• Rental asset information (cost, date placed in service, etc.) for depreciation
Retirement Income and Contributions
• Pension/IRA/annuity income (1099-R)
• Social security/RRB income (1099-SSA, RRB-1099)
• Form 5498 showing IRA contributions
• Traditional IRA basis (i.e. amounts you contributed to the IRA that were already taxed