checklistwe’ve designed this handy checklist to help you prepare for the upcoming tax season. you probably won’t need every category we have listed so just pick the ones that apply to your tax situation. print this list and check items off the list as you receive them. noteimg taxbrain accounts have a personalized smartorganizer™ checklist. create your free account to learn more.

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personal data

social security numbers (including spouse and children) child care provider(s) (name, address and employer/tax id #) alimony paid: social security number

employment & income data

w-2 forms for this year unemployment compensation: forms 1099-g miscellaneous income including rent: forms 1099-misc partnership, s corporation, & schedules k-1 pensions and annuities: forms 1099-r social security/rr1 benefits: forms rrb-1099 alimony received jury duty pay gambling and lottery winning prizes and awards scholarships and fellowships state and local income tax refunds: form 1099-g

homeowner/renter data

residential address(es) for this year mortgage interest: form 1098 sale of your home or other real estate: form 1099-s second mortgage interest paid real estate taxes paid rent paid during tax year moving expenses

financial assets

interest income statements: form 1099-int & 1099-oid dividend income statements: form 1099-div proceeds from broker transactions: form 1099-b

financial liabilities

auto loans and leases (account numbers & car value) if vehicle used for business student loan interest paidearly withdrawal penalties on cds and other time deposits


gifts to charity (qualified written statement from charity for any single donations of $250 or more) unreimbursed expenses related to volunteer work unreimbursed expenses related to your job (travel expenses, uniforms, union dues, subscriptions) investment expenses job-hunting expenses job-related education expenses child care expenses medical savings accounts adoption expenses alimony paid tax return preparation expenses and fees

self-employment data

business income: forms 1099-misc and/or own records partnership se income: schedules k-1 business-related expenses: receipts, other documents & own records farm-related expenses: receipts, other documents & own records employment taxes & other business taxes paid for current year: payment records

miscellaneous tax documents

federal, state & local estimated income tax paid for current year: estimated tax vouchers, cancelled checks & other payment records ira, keogh and other retirement plan contributions: if self-employed, identify as for self or employees records to document medical expenses records to document casualty or theft losses records for any other expenditures that may be deductible records for any other revenue or sales of property that may be taxable or reportable not using taxbrain yet? visit today to create a free account and receive unlimited technical support!