Tax Preparation Checklist…What you need

New Clients Only

PDF IconTax Preparation Checklist

  • Name and Social Security # for Taxpayer (and Spouse if applicable)
  • Birth dates for every person on the return
  • Copy of last year’s tax return
  • Name & Social Security # of Dependents on return


  • W-2 forms from your employer(s)
  • Interest (Form 1099-INT) from your bank/credit union
  • Dividend Income (Form 1099-DIV)
  • Last Year’s State Refund Amount
  • Unemployment Income (Form 1099G)
  • Rental Income
  • Sale of Any Business Assets
  • Stock Sales (Form 1099-B/Broker Statement) and cost basis
  • Pension/Retirement Income (Form 1099-R)
  • Gambling or Lottery Winnings (W-2G or not)
  • Social Security/Railroad Ret. (SSA-1099/RRB-1099)
  • Self-Employed/Hobby Income (may have 1099-MISC)
  • Income from Partnerships, S Corps (Schedule K-1)
  • Alimony Received (also need ex-spouse’s name & Soc #)
  • Cancellation of Debt (Form 1099-C)
  • Prizes and Awards


  • Medical & Dental Expenses
  • Mortgage Interest/Points/PMI (Form 1098)
  • Property Taxes (Amt. PAID in 2013)
  • Automobile Excise Tax
  • Unreimbursed Employement Related Expenses
  • Gambling Losses
  • Casualty and Theft Losses
  • Cash & Non-Cash Charitable Donations (must have receipts)
  • Miles Driven for Charity
  • Job Search Expenses
  • Moving Expenses
  • Office in Home Use Deductions (if applicable)

Adjustments & Credits

  • Adoption Expenses
  • Amt. Paid to Educational Institution (Form 1098-T if received)
  • Traditional IRA Contribution
  • Student Loan Interest Paid
  • Child Care Provider Name/Address/SS# (or EIN) & amt. Pd.
  • Educator Expenses (for teachers)
  • Foreign Taxes Paid
  • Federal Estimated Taxes Paid

Other Misc. Info

  • Form 8332 or copy of divorce agreement proving your right to claim a child living with your ex-spouse
  • If claiming Earned Income Credit (EIC) – we may need proof of support
  • Most recent Investment Statements
  • Direct Deposit Info (routing and account number) if applicable