Income Tax Check List
To help us assist you better with your individual or business tax, please have this information available when you arrive for your appointment.
Individual Personal Information
- Your social security number.
- Your spouse’s full name and social security number.
- Amount of any alimony paid and ex-spouse’s social security number.
Information About the People You Are Claiming As Deductions
- Dates of birth and social security numbers.
- Childcare records (including the provider’s ID #) if applicable.
- Approximate income of other adults in your home (not spouse, if you’re filing jointly).
- Copies of your divorce decree.
- Other documents showing that your ex-spouse is releasing their right to claim a child to you.
Education Payments Information
- Forms 1098-T and 1098-E, if you received them.
- Scholarships and fellowships.
- Bills from the educational institution.
- Anything else that itemizes what you paid or received loans for versus what was covered by scholarship or other financial aid.
- Forms: W-2.
- Business-use asset information for depreciation.
- Records of all expenses – check registers or credit card statements, and receipts.
- Office in home information, if applicable.
- Forms: 1099-MISC, Schedules K-1,
- Income records to verify amounts not reported on form 1099.
- If you want to claim actual expenses, receipts.
- Totals for gas, oil, car washes, licenses, personal property tax, lease or interest expense, etc.
- Total business miles driven for the year.
- Total miles driven for the year.
- Amount of parking and tolls paid.
Rental Income Information
- Rental asset information for depreciation.
- Records of income and expenses.
Retirement Income Information
- Pension/IRA/annuity income (1099-R).
- Social security/RRB income (1099-SSA, RRB-1099).
Savings and Investments Profolio Information
- Dates of acquisition and records of your cost or other basis for assets and property that you sold.
- Income from sales of stock or other property (1099-B, 1099-S).
- Interest, dividend income (1099-INT, 1099-OID, 1099-DIV).
Other Earned Income Information
- Prizes and awards.
- Jury duty records.
- Unemployment, state tax refund (1099-G).
- Hobby income and expenses.
- Amount of any alimony received and ex-spouse’s name.
- Gambling income (W-2G or records showing income).
- Health care reimbursements (1099-SA or 1099).
- Other 1099.
Records and Information for Itemized Deductions
- Amounts of miles driven for charitable or medical purposes.
- Records of non-cash charitable donations.
- Amounts paid for healthcare insurance and to doctors, dentists, hospitals.
- HUD statement showing closing date of home purchase.
- Real estate and personal property tax records.
- Forms 1098 or other mortgage statements.
- Employment-related expenses.
- Invoice showing amount of vehicle sales tax paid.
- Expenses related to your investments.
- Amount of state/local income tax paid, or amount of state and local sales tax paid.
- Cash amounts donated to houses of worship, schools, other charitable organizations.
- Amount paid for preparation of your 2010 tax return.
- Job hunting expenses.
- Value of IRAs as of Dec. 31st of the tax year.
- Traditional IRA cost basis.
- Amount contributed for the tax year.
Federally Declared Disaster Claim Information
- Records of rebuilding/repair costs.
- Insurance reimbursements/claims to be paid.
- Records to support property losses.
- City/county you lived/worked/had property in.