CHECKLIST

for Individual Tax Returns

Necessary Documents



If we did NOT prepare your tax return last year:

Please upload a copy of:

  • Driver’s license and social security card for you, your spouse and any children or dependents.
  • Previous federal & state income tax returns (3 years)
  • See remaining list below!

 

 

IF WE Prepared YOUR TAX RETURN LAST YEAR:
  • Review the information request we emailed you, and
  • Review the list below

 

Secure Portal Upload


Requested Forms & Documents

Upload all documents that apply

INCOME YOU EARNED

  • W-2 (Wages)
  • W-2G (Gambling)

HOMEOWNER DEDUCTIONS

  • 1098 (Mortgage Interest)
  • Any other mortgage interest statement
  • Real estate & personal property tax payments
  • Receipts for energy-saving home improvements
  • 1099-S (Real Estate Sales)
  • Form HUD-1 for Real Estate Sales/Purchases

HEALTHCARE & MEDICAL

  • 1095-A (Health Insurance)
  • 1095-B (Health Insurance)
  • 1095-C (Health Insurance)
  • 1099-SA (Health Savings Account)
  • 5498-SA (HSA contributions)
  • Healthcare insurance, doctor, dentist, hospital, etc. payment details
  • Miles driven for medical purposes

RETIREMENT INCOME, DEDUCTIONS & CREDITS

  • 11099-R (Retirement)
  • 1099-SSA (Social Security)
  • 1099-LTC (Long Term Care Benefits)
  • 5498 (IRA Contributions)
  • Traditional IRA basis

INVESTMENT INCOME & EXPENSES

  • Schedules K-1
  • 1099-INT(Interest)
  • 1099-DIV (Dividends)
  • 1099-B (Brokerage Sales) – Provide details if purchased before 2012
  • Annual Brokerage Statements

OTHER DEDUCTIONS & CREDITS

  • Childcare information (provider EIN, amounts paid)
  • Receipt for vehicle, boat or large purchase sales tax paid
  • Alimony paid
  • Any other tax information statements

CHARITIES & DONATIONS

  • Cash amounts donated
  • Non-cash charitable donations
  • Miles driven for charitable purposes

RENTAL PROPERTY

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

EDUCATION INFORMATION

  • 1098-T (Education)
  • 1098-E (Student Loan Interest)

OTHER INCOME ITEMS

  • 1099-G (Government Payments)
  • 1099-MISC (Rents, etc)
  • 1099 (any other)
  • Alimony received
  • Hobby income
  • Prizes and awards received

TAX PAYMENTS

  • Record of estimated tax payments made

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