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.

Employee Information

• Forms: W-2.

Self-Employment Information

• 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.

Vehicle Information

• 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.

IRA Information

• 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.