Tax Preparation Checklist

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

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