Tax Preparation Check List | Tax Preparation Phoenixville, PA

Tax Appointment Checklist

Wondering what to bring to your next tax appointment?

We have prepared a check list for your convenience! Take a look at this useful list to make sure you aren’t forgetting anything. Or better yet, click here for a printable version of this checklist and mark off the items that you have as you come across them.

Personal Data:
• Full name and social security numbers for self, spouse and all dependents
• Prior Years’ Tax Returns (if not prepared by us)
• Child care provider tax ID or Social Security Number and Address (including camps and babysitters)
• 529 contribution beneficiaries’ social security numbers

Employment & Income Data:
• W2 forms for all jobs worked during last year
• Partnership and trust income (Forms K-1)
• Pensions and annuities (1099-R)
• Alimony received
• Jury duty pay
• Gambling and lottery winnings and losses (Forms W-2G)
• Prizes and awards
• Scholarships and fellowships
• State and local income tax refund (Forms 1099-G)
• Unemployment compensation (1099-G)

Homeowner/Renter Data:
• Residential address(es) for this year
• Mortgage interest (Form 1098)
• Sale of your home or other real estate (Form 1099-S)
• HUD settlement statements from sale and purchase of new and old property.
• Second mortgage interest paid statements (Form 1098)
• Real estate taxes paid (including county, borough, school, etc.)
• Rent paid during tax year and name of landlord
• Moving expenses

Financial Assets:
• Interest income statements (Forms 1099-INT & 1099-OID)
• Dividend income statements (Forms 1099-DIV)
• Proceeds from broker transactions (Forms 1099-B)
• Cost basis of the stocks sold in the year from your broker statements
• Miscellaneous income including rent and non-employee compensation (Forms 1099-MISC)
• Retirement plan distribution (Forms 1099-R)

Financial Liabilities:
• Auto loans and leases (invoice with car value and lease or finance payments) if vehicle used for business
• Student loan interest paid
• Early withdrawal penalties on CDs and other time deposits

Automobiles, Boats, Snowmobiles, Trailers etc.:
• Personal property tax information (registrations)

Expenses:
• Gifts to charity (receipts for ALL donations is required) and separate total for non-cash donations
• Unreimbursed expenses related to charity/volunteer work
• Unreimbursed expenses related to your job (travel expenses, entertainment, uniforms, union dues, subscriptions, mileage to second job or multiple work sites)
• Investment expenses
• Job-hunting expenses
• Education expenses
• Childcare expenses
• Medical savings accounts statements
• Adoption expenses
• Alimony paid
• Tax return preparation expenses and fees

Self-employment Data:
• K-1s on all partnerships
• Receipts or documentation for business-related income and expenses
• Farm income documentation

Deduction Documents:
• State & local income tax and your estimated tax paid
• IRA, Keogh & other retirement plan contributions
• Medical expenses

Other Items:
• Casualty or theft losses
• Other miscellaneous deductions