Tax Document Checklist

Copies of last two years tax returns, if not already in my possession 

Tax Identification Numbers are mandatory items on your tax prep checklist. All taxpayers will need the following information.

• Your social security number or tax ID number
• Copies of your driver’s license or state identification card (required to e-file in certain states)
• Your spouse's full name and social security number or tax ID number
• Copies of your spouse’s driver’s license or state identification card (required to e-file in certain states)
  • New Clients - Please provide a copy of social security ca

 Parents and caregivers should gather this information as they review what they need to file their taxes. 

• Dates of birth and social security numbers or tax ID numbers
• Childcare records (including the provider's tax ID number) if applicable
• Income of other adults in your home
• Form 8332 showing that the child’s custodial parent is releasing their right to claim a child to you, the noncustodial parent (if applicable
• New Clients - Please provide copy of social security card(s) & birth certificates

 Forms W-2 - Wages

1099G - Unemployment Earnings

• Forms 1099, Schedules K-1,  Profit & Loss, bookkeeping records, etc.
• Records of all expenses — check registers or credit card statements, and receipts  I do not require that you provide copies of these items, but you are required to maintain proper books and records to substantiate your expenses in the event of audit for a period of at least 3-years
• Business-use asset information (cost, date placed in service, etc.) for depreciation
• Office in home information, if applicable

• Records of income and expenses
• Rental asset information (cost, date placed in service, etc.) for depreciation

• Pension/IRA/annuity income (1099-R)
• Traditional IRA basis (i.e., amounts you contributed to the IRA that were already taxed)
• Social security/RRB income (1099-SSA, RRB-1099)

• Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
• Income from sales of stock or other property (1099-B, 1099-S)
• Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)
• Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)
• Expenses related to your investments
• Record of estimated tax payments made (Form 1040–ES)
• Transactions involving cryptocurrency (Virtual currency)

• Gambling income (W-2G or records showing income, as well as expense records)
• Jury duty records
• Hobby income and expenses
• Prizes and awards
• Trusts
• Royalty Income 1099–Misc.
• Any other 1099s received
• Record of alimony paid/received with ex-spouse’s name, SSN, and date of dissolution

• Forms 1098 or other mortgage interest statements
• Real estate and personal property tax records
• Receipts for energy-saving home improvements (e.g., solar panels, solar water heater)
• All other 1098 series forms

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• Cash amounts donated to houses of worship, schools, other charitable organizations
• Records of non-cash charitable donations & estimates of cost of these goods
• Amounts of miles driven for charitable or medical purposes

• Amounts paid for healthcare insurance and to doctors, dentists, hospitals
• Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)

• Fees paid to a licensed day care center or family day care for care of an infant or preschooler
• Wages paid to a baby-sitter

• Forms 1098-T from educational institutions
• Receipts that itemize qualified educational expenses
• Records of any scholarships or fellowships you received
• Form 1098-E if you paid student loan interest

• Form 5498-SA showing HSA contributions
• Form 5498 showing IRA contributions
• All other 5498 series forms (5498-QA, 5498-ESA)

• City/county you lived/worked/had property in
• Records to support property losses (appraisal, clean up costs, etc.)
• Records of rebuilding/repair costs
• Insurance reimbursements/claims to be paid
• FEMA assistance information

Solar Installation Bills - energy-efficient appliance receipts