Tax Preparation Check List

Strategic Tax Solutions Company

"Turning Vision Into Value"

   Tax Preparation Check List
These documents to not apply to all tax returns. Please review and gather those documents that might pertain to you and your upcoming tax return/ tax planning meeting.


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


5130 Queensway Road . Winston Salem, NC 27127. www.strategic-taxsolutions.com336-712-7247