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Tax Return Checklist

Posted by Admin Posted on July 08 2016

Whether you are preparing your own income tax returns or you go to a professional, here is a laundry list of items to review before you actually begin your return.  Now, the list that follows is rather lengthy, but important.  For many people, they will only have a few of these items that are applicable to their situation.  Regardless of the length and complexity of your return, you may find this very helpful in your preparation.


General Taxable Income

___ W-2 Form(s) for Wages, Salaries, and Tips

___ Interest Income Statements: Form 1099-INT & 1099-OID

___ Dividend Income Statements: Form 1099-DIV

___ Sales of Stock, Land, etc.: Form 1099-B

___ Sales of Real Estate: Form 1099-S

___ State Tax Refunds: Form 1099-G

___ Alimony Received or Paid

___ Unemployment Compensation Received

___ Miscellaneous Income: Form 1099-MISC

___ Early Distribution from Retirement Plans:  Form 1099-R


Retirement Income and Contributions

___ Retirement Income: Form 1099-R

___ Social Security Income and Railroad Retirement Income: Form SSA-1099

___ Detailed contribution information for your IRA's (Types, amounts, dates, etc.)


Business Income

___ Business Income and Expenses

___ Rental Income and Expenses

___ Farm Income and Expenses

___ Form K-1 Income from Partnerships, Trusts, and S-Corporations

___ Tax Deductible Miles Traveled for Business Purposes


Tax Credits Checklist

___ Child Care Provider Address, I.D. Number and Amounts Paid

___ Adoption Expense Information

___ Foreign Taxes paid

___ First Time Home Buyer Tax Credit


Expense and Tax Deduction Checklist

___ Medical Expenses for the Family

___ Medical Insurance Paid Form 1095-A, B, or C (If not available, bring Health Ins Card, and a copy of a pay stub from taxable year)

___ Prescription Medicines and Drugs

___ Doctor and Dentist Payments

___ Hospital and Nurse Payments

___ Tax Deductible Miles Traveled for Medical Purposes

___ Home Mortgage Interest from Form 1098

___ Home Second Mortgage Interest Paid

___ Real Estate Taxes Paid

___ State Taxes Paid with Last Year's Return (if itemized)

___ Personal Property Taxes Paid

___ Charitable Cash Contributions (Make sure that they are properly documented)

___ Fair Market Value of Non-cash Contributions to Charities

___ Unreimbursed Expenses Related to Volunteer Work

___ Miles Traveled for Volunteer Purposes (Make sure that they are properly documented)

___ Casualty and Theft Losses

___ Amount Paid to Professional Preparer Last Year

___ Unreimbursed Expenses Related to Your Job

___ Miles Traveled Related to Your Job (Make sure that they are properly documented)

___ Union and Professional Dues

___ Investment Expenses

___ Job-hunting Expenses

___ IRA Contributions

___ Education Expenses 1098-T

___ Moving Expenses

___ Last Year's Tax Preparation Fee


Tax Estimate Payments Checklist

___ Estimated Tax Payments Made with ES Vouchers

___ Last Year's Tax Return Overpayment Applied to This Year

___ Off Highway Fuel Taxes Paid


General Information

___ Photo I.D. for You and Your Spouse

___ Copy of Last Year's Tax Return

___ Social Security Numbers and Dates of Birth for You and Your Spouse

___ Educational Expenses for You and Your Spouse

___ Dependents' Names, Dates of Birth, and Social Security Numbers

___ Dependents' Post High School Educational Expenses

___ Child Care Expenses for Each Dependent

___ Prior Year Adjusted Gross Income (AGI) & Personal Identification Number (PIN) - how to      find last year's adjusted gross income (AGI)

___ Routing Transmit Number (RTN) (For direct deposit/debit purposes)

___ Bank Account Number (BAN) (For direct deposit/debit purposes)


NOTE – This list is not all-inclusive.  There are a number of other documents that you may receive for tax purposes that are printed on an applicable and acceptable form.  Some of them do not.  In order to take proper advantage of these, you will need to provide adequate documentation.  If you need help gathering, sorting, and entering information, now is the time to seek help from a professional.  We can provide guidance and templates to make the process more efficient, more effective, and less stressful. This can also save you additional time and expense.



-Michael Hermanson, CPA | CGMA