Please use the following list of items to prepare for filing your personal income tax return and share with your tax professional.

Personal Information

• Dates of birth and Social Security numbers for you, your spouse, children and dependents
• Bank account and routing numbers for electronic refund deposit
• Prior year’s income tax return

Tax Information

• W-2 forms for wages, salaries, tips, etc.
• 1099s for interest, dividends, retirement, Social Security, state/local refunds, etc.
• Rental property income and expenses
• Schedule K-1 from partnerships, S corporations, estates and trusts
• Statements reflecting mortgage interest, real estate and personal property taxes paid
• Any charitable contributions and value of any donated property
• Record of retirement plan contributions such as IRAs, SEP, SIMPLE and other self-employed pension plans
• Statements reflecting investment transactions for securities such as stocks and bonds
• Cost basis information on securities or property sold
• Health insurance coverage Forms 1095-A, 1095-B and/or 1095-C
• Medical and dental expense records
• Documents supporting educational expenses, deductions or distributions including Forms 1098-T, 1098-E or 1099-Q
• Alimony Paid
• Legal documentation of adoption, divorce or separation involving custody of your dependent children
• Closing statements regarding the sale or purchase of real property
• Business expenses that have been incurred personally
• Qualified energy efficient home improvements
• Any tax notices sent to you by the IRS or other taxing authority
• The contents of any envelope that has Important Tax Information or the like printed on the outside
• Estimated tax payments made during the year

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