Tax Appointment Checklist

• __ Social Security Card(s)
  ____________________________________________________________________________________________
• __ Driver’s License(s)
  ____________________________________________________________________________________________
• __ Dependents’ Social Security Numbers & Dates of Birth
  ____________________________________________________________________________________________
• __ Last Year's Federal and State Tax Returns
  ____________________________________________________________________________________________
• __ Wage Statements - Form W-2
  ____________________________________________________________________________________________
• __ Pension or Retirement Income - 1099-R
  ____________________________________________________________________________________________
• __ Interest and Dividend Income - Form 1099-INT/Form 1099-DIV
  ____________________________________________________________________________________________
• __ State Income Tax Refund Amount - Form 1099-G
  ____________________________________________________________________________________________
• __ Social Security Income - Form SSA-1099
  ____________________________________________________________________________________________
• __ Unemployment Income - Form 1099-G
  ____________________________________________________________________________________________
• __ Commissions Received
  ____________________________________________________________________________________________
• __ Commissions Paid
  ____________________________________________________________________________________________
• __ Sales of Stocks or Bonds - Form 1099-B
  ____________________________________________________________________________________________
• __ Self-Employed Business/Farm Income & Expenses - Form 1099-MISC
  ____________________________________________________________________________________________
• __ Lottery or Gambling Winnings - Form W-2G
  ____________________________________________________________________________________________
• __ Lottery or Gambling Losses
  ____________________________________________________________________________________________
• __ Income and Expenses From Rentals
  ____________________________________________________________________________________________
• __ Income from Partnerships, S Corporations, Trusts, and Estates - Schedule K-1
  ____________________________________________________________________________________________
• __ IRA/401K Contributions and Distributions
  ____________________________________________________________________________________________
• __ Alimony Paid or Received
  ____________________________________________________________________________________________
• __ Child Care Expenses & Provider Information
  ____________________________________________________________________________________________
• __ Medical, Eye Care, and Dental Expenses
  ____________________________________________________________________________________________
• __ Cash and Noncash Charitable Donations
  ____________________________________________________________________________________________
• __ Record of Purchase or Sale of Real Residence
  ____________________________________________________________________________________________
• __ Mortgage or Home Equity Loan Interest Paid - Form 1098
  ____________________________________________________________________________________________
• __ Real Estate and Personal Property Taxes
  ____________________________________________________________________________________________
• __ Moving Expenses
  ____________________________________________________________________________________________
• __ Home Improvement Expenses
  ____________________________________________________________________________________________
• __ Unreimbursed Employment-Related Expenses
  ____________________________________________________________________________________________
• __ Job-Related Educational Expenses
  ____________________________________________________________________________________________
• __ Educator Expenses
  ____________________________________________________________________________________________
• __ Tuition and Education Fees - Form 1098-T
  ____________________________________________________________________________________________
• __ Student Loan Interest - Form 1098-E
  ____________________________________________________________________________________________
• __ Casualty/Theft Losses
  ____________________________________________________________________________________________
• __ Estimated Taxes
  ____________________________________________________________________________________________
• __ Foreign/Other Taxes Paid
  ____________________________________________________________________________________________
• __ State and Local Tax Payments
  ____________________________________________________________________________________________
• __ Other Interest Paid
  ____________________________________________________________________________________________