TAX PREPARATION CHECKLIST

Social Security numbers and birth dates for everyone claimed on your tax return

Income Items

W-2’s and all 1099’s received
1099INT for interest income
1099DIV for dividend income
1099B for sales of securities (provide cost for each item sold)
1099R for annuities, pension IRA’s and KEOGH income
1099G for state tax refunds
SSA1099 for Social Security income
1099G for unemployment income
1099 MISC for non-employee compensation, rent income or other miscellaneous income
K-1 for partnerships, joint, ventures, S corporations, estates, and trusts
Alimony Received
Jury duty pay
Gambling and lottery winnings
Prizes and awards
Scholarships and fellowships
Tips not reported on W-2

Deductions

Student loan interest paid
Early withdrawal penalties on CD’s and other time deposits
Contributions to IRA’s, KEOGH, Simple retirement plans

Medical Expenses

Health Insurance, Long Term Care Insurance Premiums, Vision Insurance, Dental Insurance
Prescription Drugs
Doctors and Clinics, Dental and Orthodontist, Hospital
Glasses, Contact Lenses, Eye Exams, Laser Eye surgery
Lab Tests, Therapy, X-Ray, Anesthesiology
Prescribed Medical Equipment: Hearing Aids, Batteries, and related costs
Stop Smoking programs, Weight Loss Programs
Medical Miles @ .19cents a mile (other medical transportation Ambulance, taxi, bus
Lodging while obtaining medical care) limited to $50 per night

Taxes

State or city tax withheld from wages
State Income taxes paid this year for a prior year or State Estimates paid this year
Real estate taxes
Personal property tax
State Sales tax

Interest

First and Second Mortgage interest, home equity, home improvement, Loan points
Contract for deed (Seller financed) must list name, address and SSN

Contributions

Churches, Synagogues
United Way Campaign, Cancer, Heart, Scouts, MS, MD, March of Dimes, Food Shelf
Out of pocket expenses for Charitable work
Value of goods donated to Goodwill, Salvation Army etc.
Charitable Mileage on auto @ .14cents per mile

Miscellaneous

Non reimbursed employee expenses (union dues, tools, supplies, special uniforms, safety equipment, professional dues and subscriptions, job related education

Investment related Phone, postage, supplies for investments
Safe deposit box
Investment publications
IRA and KEOGH fees paid directly by you

Gambling and lottery losses