Checklist of Documents for Tax Preparation

Check List of Documents for Tax Preparation
Income documentation consists of:
•    W2s received for wages earned from all jobs
•    1099-INT is for interest received
•    1099-DIV is for dividends earned
•    1099-B is for the sale of stock or securities (Received by February 17)
•    W-2G for gambling winnings
•    1099-R distributions from retirement plans
•    1099-MISC for income as an independent contractor, rents or royalties & medical pymt.  recv.
•    SSA-1099 or RRB-1099 for social security and railroad retirement
•    Schedule K1 – for partnerships, trusts or S-Corporations
•    1099-G for state refunds and unemployment benefits
•    1099-C for cancellation of debt
•    Form 5498 – Health Savings Account distributions
•    1099-S sale of property (Received by February 17)
•    Rental properties Income
•    Self-Employment Income
•    Alimony received

Deductions and Credits
•    Form 1098-T for Tuition expenses
•    Form 1098 – Mortgage Interest Statement
•    Child Care Credit Expenses and documents
•    Real Estate Taxes PAID document
•    Charitable Donations documents
•    Moving Expenses from switching job locations documents
•    Job Related expenses documents
•    Form 1095-A Health Insurance Marketplace Statement
•    Form 8965 Health Coverage Exemptions
•    Schedule C expenses
•    Schedule E expenses
•    Mileage documentation
•    Form 1098-E Student Loan Interest Statement

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