Tax Season

Tax Preparation Checklist

• Your social security number or tax ID number and date of birth

• Your spouse's full name, social security number, and date of birth

• Dates of birth and social security number or tax ID numbers

• Childcare records

• Form 8332

• W2

• 1099-G (Unemployment)

• Form 1099- Misc, Schedules K-1, Income records

• Records of all expenses

• Business use assets

• Office home information

• Estimated tax payment made

• Rental Income

• Retirement Income

• Saving & Investment Dividends

• Home Ownership records

• Charitable Donations

• Medical Expenses

• Health Insurance

• Childcare Expenses

• Educational Expenses

• Job Expenses & Tax prep Fees

• State and local taxes or sales tax

• Retirment & Other Sabings

• Federally Declared Desaster