TAX APPOINTMENT CHECKLIST

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Tax Appointment Checklist

You can check off the items you have as you prepare for your tax return appointment.

General Taxable Income

  • W-2 Form(s) for Wages, Salaries, and Tips
  • 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
  • Miscellaneous Income: Form 1099-MISC Retirement Income
  • Retirement Income: Form 1099-R
  • Social Security Income and Railroad Retirement Income: Form SSA-1099 Business Income
  • Business Income and Expenses
  • Rental Income and Expenses
  • Farm Income and Expenses
  • Form K-1 Income from Partnerships, Trusts, and S-Corporations
  • Tax Deductible Miles Traveled for Business Purposes Tax Credits
  • Child Care Provider Address, I.D. Number and Amounts Paid
  •  Adoption Expense Information
  • Foreign Taxes Paid
  • First Time Home Buyer Tax Credit Expenses and Tax Deductions
  • Medical Expenses for the Family
  • Medical Insurance Paid
  • 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
  • Real Estate Taxes 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
  • Casualty and Theft Losses
  • Amount Paid to Professional Preparer Last Year
  • Unreimbursed Expenses Related to Your Job
  • Miles Traveled Related to Your Job
  •  Union and Professional Dues
  • Investment Expenses
  • Job-hunting Expenses
  • IRA Contributions
  • Student Loan Interest Paid
  • Moving Expenses
  • Last Year's Tax Preparation Fee Tax Estimate Payments
  • Estimated Tax Payments Made with ES Vouchers
  • Last Year's Tax Return Overpayment Applied to This Year
  • Off Highway Fuel Taxes Paid General Information
  • Copy of Last Year's Tax Return
  • Social Security Numbers for You and Your Spouse
  • Educational Expenses for You and Your Spouse
  • Dependents' Names, Years of Birth, and Social Security Numbers
  • Dependents' Post High School Educational Expenses
  • Child Care Expenses for Each Dependent
  • Prior Year Adjusted Gross Income (AGI) & Personal Identification Number (PIN)-how to find last year's adjusted gross income (AGI)
  • Routing Transmit Number (RTN) (For direct deposit/debit purposes)
  • Bank Account Number (BAN) (For direct deposit/debit purposes)
Printable Checklist Version
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