Tax Preparation Checklist

Personal Data

Social Security Numbers (including spouse and children)
Child care provider: name, address, and tax ID or social security number
Alimony paid: name and social security number of former spouse

 

 

Employment & Income Data

W-2 forms for this year
Unemployment compensation: Forms 1099-G
Rental income: Form 1099-MISC
Partnership, S Corporation, & trust income: Schedules K-1
Pensions and annuities: Forms 1099-R Social Security/Railroad benefits: Forms RRB-1099
Alimony received
Miscellaneous income: jury duty, gambling and lottery winning, prizes and awards
Scholarships and fellowships
State and local income tax refunds: Form 1099-G

 

 

Homeowner/Renter Data

Mortgage interest: Form 1098 for all residences (include home equity loans and boat loans)
Sale of your home or other real estate: Form 1099-S
Real estate taxes paid
Moving expenses (if connected with change of employment)

 

 

Financial Assets

Interest and Dividend income statements: Form 1099-INT, 1099-DIV & 1099-OID
Proceeds from broker transactions: Form 1099-B
Retirement plan withdrawal: Form 1099-R

 

 

Financial Liabilities

Auto loans and leases if vehicle used for business
Student loan interest paid
Early withdrawal penalties on CDs and other time deposits

 

 

Expenses

Gifts to charity (written statement from charity for any single donations of $250 or more)
Unreimbursed expenses related to volunteer work
Unreimbursed expenses related to your job (travel expenses, uniforms, union dues, subscriptions)
Investment expenses
Job-hunting expenses
Job-related education expenses
Child care expenses
Medical Savings Accounts
Adoption expenses
Alimony paid
Tax return preparation expenses and fees

 

 

Self-employment Data

Business income: Forms 1099-MISC and/or your own records
Business-related expenses: receipts, related documents & your own records
Employment taxes & other business taxes paid for current year: payment records

 

 

Miscellaneous Tax Documents

Federal & state estimated taxes paid. List the date and amount of each payment.
IRA, Keogh and other retirement plan contributions: Identify employer and employee contributions
Casualty or theft losses
Records for any other income or sales of property that may be taxable or reportable

 

Download a PDF version¬†of this checklist, which includes “2009 Key Tax Figures.”