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Income Tax Preparation Checklist

Top choices for online income tax filing.

Choosing the best tax software like TurboTax or H&R Block for your income tax preparation this year will be an important choice to insure stress free tax filing.

Our checklist can help you gather documents you need for your income tax preparation.

Personal Information

You will need Social Security Numbers for yourself, spouse and children. Child care providers name, address and tax I.D. or Social Security Number. Social Security Number for anyone you paid alimony to

Employment and Income Documentation

W2 and 1099 forms for the tax year
Unemployment compensation
Miscellaneous other income
Partnership, S Corporation, & trust income
Pensions and annuities, Social Security benefits
Alimony received, Jury duty pay, Prizes, awards and winnings, Scholarships and fellowships
State and local income tax refunds

Homeowner / Renter Data

Mortgage interest, home or other real estate data
Second mortgage interest paid, Real estate taxes paid
Rent paid during tax year, Moving expenses

Financial Liabilities

Auto loans and leases if your vehicle used for business
Student loan interest paid
Early withdrawal penalties on CDs etc.

Expenses

Financial Assets

Interest income statements, Dividend income statements, Proceeds from broker transactions, Retirement plan distribution

Self-Employed Tax Data

Business income, Partnership SE income
Home business related tax filing expenses, Farm-related expenses Receipts, other financial documents
Employment & other business taxes paid

Paycheck withholdings and other taxes paid

Gifts to charity, non-reimbursed volunteer expenses, non-reimbursed job expenses, Investment expenses, Child care expenses, Job-hunting expenses, Job-related education expenses, Medical Savings Accounts, Adoption expenses, Alimony paid, Tax return preparation expenses and fees

Other Tax Documents

Retirement plan contributions, Medical expenses
Records for casualty or theft losses
Records for any other revenue or sales of property that will be reported on your income tax preparation docs.

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