Print This Page

Quick Check List

Use the following Check List to collect your tax information. It will help you remember all important information relevant to your tax preparation. The list is comprehensive, however you only have to pick what is applicable to you. Click here to know where you can find the required information.
Personal Data
  1. Social Security Numbers and Date of Birth (including spouse and children)
  2. Day care provider: Name, address and tax I.D. or Social Security Number
  3. If you are a new Client, please send -
    1. Your ID like SSN Card/ Driver's License/ Passport Copy
    2. Your spouse's ID like SSN Card/ Driver's License/ Passport Copy
    3. Your Dependents Birth Certificate/Passport copy with I-94/School record/Immunization Certificate
    4. Copy of last year Federal & State return (If filed elsewhere)
  4. If you are Filing NY & AL State Taxes, (Resident, Non Resident, Part year resident) please send us a copy of your & your spouse's Driver's License/State Issued ID. These can be issued by any State
Employment & Income Data
  1. W-2 forms for this year
  2. Unemployment compensation: Forms 1099-G
  3. Miscellaneous income including rent: Forms 1099-MISC/ 1099-NEC
  4. Partnership, S Corporation, & trust income: Schedules K-1
  5. Pensions and annuities: Forms 1099-R
  6. Social Security/RR1 benefits: Forms RRB-1099
  7. Jury duty pay 1099-NEC
  8. Gambling and lottery winnings 1099-G
  9. Prizes and awards - 1099-MISC/ 1099-NEC
  10. Scholarships and fellowships-1098-T/1099 NEC/ W-2
  11. State and local income tax refunds: Form 1099-G
Homeowner/Renter Data
  1. Residential address(es) for this year
  2. Mortgage interest: Form 1098
  3. Sale of your home or other real estate: Form 1099-S
  4. Second mortgage interest paid - 1098
  5. Real estate taxes paid
  6. Rent paid during tax year
Financial Assets
  1. Interest income statements: Form 1099-INT & 1099-OID
  2. Dividend income statements: Form 1099-DIV
  3. Proceeds from broker transactions, Crypto Currency and Date of Purchase: Form 1099-B
  4. Retirement plan distribution: Form 1099-R
  5. FBAR & FATCA -Foreign Bank and Financial Account Report
Financial Liabilities
  1. Student loan interest paid- 1098 E
  2. Early withdrawal penalties on CDs and other time deposits
  1. Personal property tax information
  1. Gifts to charity (qualified written statement from charity for any single donations of $250 or more)
  2. Unreimbursed expenses related to volunteer work
  3. Investment interest
  4. Education Expenses for Children, Dependents and Spouse
Self-employment Data
  1. Business income: Forms 1099-MISC and/or own records
  2. Partnership SE income: Schedules K-1
  3. Business-related expenses: Receipts, other documents & own records
  4. Employment taxes & other business taxes paid for current year: Payment records
Miscellaneous Tax Documents
  1. Federal, state & local estimated income tax paid for current year: Estimated tax vouchers, cancelled checks & other payment records
  2. IRA, Keogh and other retirement plan contributions: If self-employed, identify as for self or employees
  3. Records to document casualty or theft losses
  4. Records for any other revenue or sales of property that may be taxable or reportable