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Tax Prep Checklist

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Being prepared for your appointment with On Site Tax Pro Tax Service is the first step in receiving the maximum refund from the IRS. Fortunately, our tax preparation checklist can make light of the situation and help you discover what’s needed to complete your taxes.

PERSONAL INFORMATION

Your social security number or tax ID number

Your spouse’s full name and social security number or tax ID number

Amount of any alimony paid and ex-spouse’s full name and social security number

Your tax returns for the previous three years. Your Tax Professional can check them for accuracy

INFORMATION ABOUT OTHER PEOPLE WHO MAY BELONG ON YOUR RETURN

Dates of birth and social security numbers or tax ID numbers

Childcare records (including the provider’s tax ID number) if applicable

Income of other adults in your home

Form 8332 showing that the child’s custodial parent is releasing their right to claim a child to you, the noncustodial parent (if applicable)

EDUCATION PAYMENTS

Forms 1098-T from educational institutions

Receipts that itemize qualified educational expenses

Records of any scholarships or fellowships you received

Form1098-E if you paid student loan interest

EMPLOYEE INFORMATION

Forms W-2

SELF-EMPLOYMENT INFORMATION

Forms 1099-MISC, Schedules K-1, income records to verify amounts not reported on 1099s

Records of all expenses — check registers or credit card statements, and receipts

Business-use asset information (cost, date placed in service, etc.) for depreciation

Office in home information, if applicable

BUSINESS USE OF VEHICLE INFORMATION

Log showing total miles driven for the year (or beginning/ending odometer readings), total business miles driven for the year (other than commuting), and the business purpose of the mileage

Amount of parking and tolls paid

If you want to claim actual expenses, receipts or totals for gas, oil, car washes, licenses, personal property tax, lease or interest expense, etc.

RENTAL PROPERTY INCOME

Records of income and expenses

Rental asset information (cost, date placed in service, etc.) for depreciation

RETIREMENT INCOME AND CONTRIBUTIONS

Pension/IRA/annuity income (1099-R)

Social security/RRB income (1099-SSA, RRB-1099)

Form 5498 showing IRA contributions

Traditional IRA basis (i.e. amounts you contributed to the IRA that were already taxed)

SAVINGS AND INVESTMENTS

Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)

Income from sales of stock or other property (1099-B, 1099-S)

Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)

OTHER INCOME

Unemployment, state tax refund (1099-G)

Gambling income (W-2G or records showing income, as well as expense records)

Amount of any alimony received

Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)

Jury duty records

Hobby income and expenses

Prizes and awards

Other 1099

AFFORDABLE CARE ACT

Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)

Form 1095-B and/or 1095-C if you had insurance coverage through any other source (i.e . an employer, insurance company, government health plan such as Medicare, Medicaid, CHIP, TRICARE, VA, etc.)

Marketplace exemption certificate (ECN) if you applied for and received an exemption from the Marketplace (Exchange)

OTHER DEDUCTIONS AND CREDITS

Receipts for classroom expenses (for educators in grades K-12)

Form 5498-SA showing HSA contributions

All other 5498 series forms (5498-QA, 5498-ESA)

Record of moving expenses not reimbursed by employer

Forms 1098 or other mortgage interest statements

All other 1098 series forms

Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid

Real estate and personal property tax records

Invoice showing amount of vehicle sales tax paid

Cash amounts donated to houses of worship, schools, other charitable organizations

Records of non-cash charitable donations

Amounts paid for healthcare insurance and to doctors, dentists, hospitals

Amounts of miles driven for charitable or medical purposes

Expenses related to your investments

Amount paid for preparation of last year’s tax return

Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel)

Job-hunting expenses

Receipts for energy-saving home improvements

Record of estimated tax payments made

IF YOU WERE AFFECTED BY A FEDERALLY DECLARED DISASTER

City/county you lived/worked/had property in

Records to support property losses (appraisal, clean up costs, etc.)

Records of rebuilding/repair costs

Insurance reimbursements/claims to be paid

FEMA assistance information

Check FEMA site to see if my county has been declared a federal disaster area

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