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Tax Tips & Tools Center
More answers! The tools you need for an easy tax season.

Tax Checklists

Individual Tax Checklist

Your Personal Information

  • Your full name, date of birth and Social Security Number (including children and spouse)
  • Childcare provider records if applicable (including name, address, tax ID or Social Security Number)
  • Amount of alimony paid and ex-spouse's Social Security Number
  • Approximate income of other adults in the home (but not your spouse if you are filing jointly)
  • Form 8332, copies of your divorce decree or other documents showing that your ex-spouse is releasing their right to claim a child to you
  • Your 2011, 2010 and/or 2009 tax returns as your Tax professional can review them for accuracy

Your Employment Information

  • Yearly W-2 forms
  • Partnership, S Corporation & Trust Income : Schedules K-1

Your Retirement Income

  • Pensions, annuities, Keogh & IRA income - Forms 1099-R
  • Social security income - Form 1099-SSA
  • RRB income - Form RRB-1099

Your Self-Employment Information

  • Records of all expenses including check registers, credit card statements, receipts, other documents and your own records
  • Business income - Forms 1099-MISC, Schedules K-1 & your own income records to verify any amounts not reported on 1099s.
  • Business-use asset information for depreciation, such as cost & date placed in service
  • Keogh, SEP, SIMPLE & other types of self-employed pension plans
  • Identify IRA, Keogh & additional retirement plan contributions as either for employees or for self
  • Employment taxes and other current year business taxes from your payment records
  • Farm-related expenses from receipts, other documents and your own records
  • Office in home information, if applicable

Your Education Payments

  • Bills from an educational institution or anything that itemizes what you paid or received for student loans, including interest, versus what was covered by scholarship, fellowship or other financial aid
  • Scholarships and fellowships
  • Education costs - Forms 1098-T and 1098-E if you received them

Your Homeowner/Rental Income

  • Residential address or addresses for the year
  • Mortgage Interest & Points Paid - Form 1098
  • Second Mortgage Interest Paid
  • Records of income & expenses, such as real estate taxes paid,rent paid during the tax year & moving expenses
  • Rental asset information (cost, date placed in service, etc.) for depreciation

Your Vehicle Information

  • Vehicle license fee based on value
  • Total miles driven for the year or beginning/ending odometer readings
  • Total business miles driven for the year other than commuting
  • Amount of parking and tolls paid
  • If you want to claim actual expenses, have receipts or totals for gas, oil, car washes, licenses, personal property tax & lease or interest expense

Your Savings and Investments

  • Broker transactions, including income from sales of stock or other properties - Forms 1099-B, 1099-S
  • Interest & dividend income statements - Forms 1099-INT, 1099-OID, 1099-DIV
  • Dates of acquisition and records of your cost or other basis in property you sold
  • Penalties for early withdrawal on CDs and other time deposits.

Your IRA Information

  • Amount contributed for 2012 (and 2013 if applicable)
  • Value of IRAs on Dec. 31, 2012
  • Traditional IRA basis

Your Additional Income

  • Unemployment, state & local tax income refunds - Forms 1099-G
  • Miscellaneous income, including rent - Forms 1099-MISC
  • Amount of any alimony received and ex-spouse's name
  • Health care reimbursements - Forms 1099-SA or 1099-LTC
  • Gambling income - Forms W-2G or records showing income, as well as expense records
  • Jury duty records
  • Hobby income and expenses
  • Prizes and awards
  • Other 1099

Your Itemized Deductions

  • Amount of federal, state & local income tax paid, not including wage withholding, or paid amount of state and localtax
  • Real estate and other personal property tax records
  • Forms 1098 or other mortgage statements
  • Records of noncash charitable donations, specifically qualified written statements from charities for all single donations of $250 or more
  • Cash amounts donated to schools, houses of worship & other charitable organizations
  • Unreimbursed expenses pertaining to volunteer work
  • Amounts paid for healthcare insurance and to hospitals, doctors & dentists
  • Medical Savings Account contributions
  • Records to document casualty or theft losses
  • HUD statement showing closing date of home purchase
  • Invoice showing amount of vehicle sales tax paid
  • Amounts of miles driven for charitable or medical purposes
  • Amount paid for preparation of your 2011 tax return
  • Employment-related expenses, including subscriptions, dues, tools, travel, uniform cost & cleaning
  • Job-related training and education expenses
  • Job-search expenses
  • Investment expenses
  • Educator expenses
  • Advance child tax credit payment
  • Child care expenses - have provider's name, address, Tax ID & amount paid
  • Adoption expenses - have SSN of child, plus legal, medical & transportation costs
  • Alimony paid
  • Energy credits
  • Tax return preparation fees & expenses
  • Records for any additional deductible expenditures
  • Records for any additional revenue or property sales that may be taxable or reportable

Information Relating to a Federally Declared Disaster

  • City or county in which you lived, worked or held property
  • Records of rebuilding and/or repair costs
  • Insurance reimbursements and/or claims to be paid
  • Records to support property losses, such as clean up costs & appraisals
  • FEMA assistance information
  • Refer to FEMA guidelines to view qualification information for individual assistance by country



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