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Tax Preparation Checklist

Note: These documents do not apply to all tax returns. Please review and gather documents that pertain to you and your upcoming tax return and/or tax planning meeting. If you are not sure which documents pertain to you, feel free to contact us by calling us at 336-306-5663 or by directing your questions via email to


General Taxable Income
___ Alimony Received or Paid
___ Dividend Income Statements: Form 1099-DIV
___ Interest Income Statements: Form 1099-INT & 1099-OID
___ Miscellaneous Income: Form 1099-MISC
___ Sales of Real Estate: Form 1099-S
___ Sales of Stock, Land, etc.: Form 1099-B
___ State Tax Refunds: Form 1099-G
___ Unemployment Compensation Received
___ W-2 Form(s) for Wages, Salaries, and Tips

Retirement Income
___ Railroad Retirement & Social Security Income: Form SSA-1099
___ Retirement Income: Form 1099-R

Business Income
___ Business Income and Expenses
___ Farm Income and Expenses
___ Form K-1 Income from Partnerships, Trusts, and S-Corporations
___ Rental Income and Expenses
___ Tax Deductible Miles Traveled for Business Purposes

Tax Credits Checklist
___ Adoption Expense Information
___ Child Care Provider Address, I.D. Number and Amounts Paid
___ First Time Home Buyer Tax Credit
___ Foreign Taxes paid

Expense and Tax Deduction Checklist
___ Amount Paid to Professional Preparer Last Year
___ Casualty and Theft Losses
___ Charitable Cash Contributions
___ Doctor and Dentist Payments
___ Fair Market Value of Non-cash Contributions to Charities
___ Home Mortgage Interest from Form 1098
___ Home Second Mortgage Interest Paid
___ Hospital and Nurse Payments
___ Investment Expenses
___ IRA Contributions
___ Job-hunting Expenses
___ Last Year's Tax Preparation Fee
___ Medical Expenses for the Family
___ Medical Insurance Paid
___ Miles Traveled for Volunteer Purposes
___ Miles Traveled for Medical Purposes
___ Miles Traveled Related to Your Job
___ Moving Expenses
___ Personal Property Taxes Paid
___ Prescription Medicines and Drugs
___ Real Estate Taxes Paid
___ State Taxes Paid with Last Year's Return (if itemized)
___ Student Loan Interest Paid
___ Tax Deductible Unreimbursed Expenses Related to Your Job
___ Union and Professional Dues
___ Unreimbursed Expenses Related to Volunteer Work

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
___ Bank Account Number (BAN) (For direct deposit/debit purposes)
___ Child Care Expenses for Each Dependent
___ Copy of Last Year's Tax Return
___ Dependents' Names, Years of Birth, and Social Security Numbers
___ Dependents' Post High School Educational Expenses
___ Educational Expenses for You and Your Spouse
___ Prior Year Adjusted Gross Income (AGI) & Personal Identification
___ Routing Transmit Number (RTN) (For direct deposit/debit)
___ Social Security Numbers for You and Your Spouse