Checklist for personal tax return
Personal Data
- Full legal names of all people on the return
- Birthdates of all people on the return
Employment and Income Data
- All W-2's from employers
- All 1099's
- Unemployment compensation
- K-1's for partnerships, joint ventures, S corporations, estates & trusts
- Brokerage account statements
- Stock purchase price and date
- Stock sales price and date
- Interest income
- Dividend income
- Retirement & pension plan statements
- Social security benefits
- Alimony received (or paid)
- State refund
- Gambling or prize winnings
- Stock option confirmations
Deductions
- Mortgage statements including interest expense
- Second home mortgage statements
- Real estate taxes paid
- Charitable contributions
- Medical expenses paid
- Childcare expenses (including name, SS# and address of provider)
- Moving expenses
- Student loan interest paid
- Tax return fees
- Unreimbursed job expenses
Miscellaneous
- Any correspondence received from the IRS during the last year
- Estimated tax payment made during the year
- IRA, Roth IRA or SEP payments
- Closing documents from sale of home
- Purchase price and date of home sold
- Sale price and date of home sold
- Purchase price and date of home bought
- NEW CLIENTS ONLY - COPY OF LAST YEAR'S TAX RETURN
