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