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List of Tax Preparation Forms and Documents

Use the checklist below to gather your documents and other forms that you will need for us to file your taxes.

NOT ALL ITEMS APPLY TO EVERYONE

Most common Income, deduction forms

• ___ W-2 Form(s) for Wages, Salaries, and Tips
• ___ Any transactions with Bitcoin or any form of digital assets
• ___ Interest Income Statements: Form 1099-INT & 1099-OID
• ___ Dividend Income Statements: Form 1099-DIV
• ___ Sales of Stock, Land, etc. for Capital Gains: Form 1099-B
• ___ Sales of Real Estate: Form 1099-S
• ___ State Tax Refunds: Form 1099-G
• ___ Alimony received or paid
• ___ Unemployment Compensation received: Form 1099-G
• ___ Nonemployment Compensation: Form 1099-NEC
• ___ 1099-K for all third-party payments (Venmo, PayPal, etc.)
• ___ Miscellaneous Income: Form 1099-MISC
• ___ Retirement Income: Form 1099-R
• ___ Social Security Income and Railroad Retirement Income: Form SSA-1099
• ___ Business Income and Expenses
• ___ Rental Income and Expenses
• ___ Farm Income and Expenses
• ___ Form K-1 Income from Partnerships, Trusts, and S-Corporations

Tax Credits

• ___ Child Care Provider Address, I.D. Number & Amounts Paid for the Child & Dependent Care Credit
• ___ Adoption Expense Information for the Adoption Tax Credit
• ___ Foreign Taxes paid
• ___ First Time Home Buyer Tax Credit
• ___ Real Estate Taxes Paid

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Tax Deductions & Expenses (if you itemize) Does not apply to most taxpayers any longer

• ___ Medical Expenses for the Family
• ___ Medical Insurance Paid
• ___ Self-employed Business Expenses
• ___ Prescription Medicines and Drugs
• ___ Doctor and Dentist Payments
• ___ Hospital and Nurse Payments
• ___ Tax Deductible Miles Traveled for Medical Purposes
• ___ Home Mortgage Interest from Form 1098
• ___ Home Second Mortgage Interest Paid
• ___ State Taxes Paid with Last Year's Return (if claiming itemized deductions)
• ___ Personal Property Taxes Paid
• ___ Charitable Cash Contributions
• ___ Fair Market Value of Non-cash Contributions to Charities
• ___ Unreimbursed Expenses Related to Volunteer Work
• ___ Tax Deductible Mileage for Volunteer Purposes
• ___ Investment Expenses​

Tax Deductions - General

• ___ IRA Contributions
• ___ HSA, FSA Contributions
• ___ Student Loan Interest Paid from Form 1098

Tax Estimate Payments

• ___ Estimated Tax Payments Made with ES Vouchers or Online
• ___ Last Year's Tax Return Over-payment Applied to This Year

General Information

• ___ Educational Expenses for You and Your Spouse 1098-T
• ___ Dependents' Post High School Educational Expenses 1098-T
• ___ Child Care Expenses for Each Dependent

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