Your Tax Time Checklist
Use this hand guide for gathering your tax documents this season. User our convenient upload form to securely transfer your files directly to our office.
Identification Needed for Tax Returns
- Social Security Numbers
- Yours
- Your Spouse’s
- Your Dependents
- Photocopy of State Issued ID for Taxpayer & Spouse
Income Information
- W-2 Forms1099 Forms
- I SSA-1099
- Social Security Benefits Received
- Alimony Received or Paid
- Business/Farming Income and Expenses
- Rental Property Income and Expenses
- Gambling Winnings and Losses
- Information on Sales of Any Assets
Deduction Information
- Unreimbursed Medical/Dental Expenses
- Charitable Donations
- Health Savings Account Information
- Investment Interest Expense
- Education Costs
- Also listed above as Form 1098T
- Child Care Costs
- Provider’s name address tax ID and amount paid
- Casualty and Theft Losses
- Real Estate Taxes Paid
- Personal Property Taxes
Tax Related Information
- Most Recently Completed Tax Return (new & first-time clients)
- Estimated Tax Payments
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Income Tax Organizer
