DocIt – Tax Return Preparation Checklist
With the April 15th deadline quickly approaching, it’s time to make sure you have all the paperwork you need to file your tax return. Download our free Tax Return Prep Checklist as a guide to help you get started! Combined with our 4-Pocket Binder to organize everything in one place, it’s guaranteed to make your job (or your CPA’s) much easier!
Note: This information is not meant to replace qualified legal CPA or tax advice.
Personal Information
- Copy of Last Year’s Tax Return
- Social Security Numbers
- Educational Expenses for You and Your Spouse
- Dependents’ Names, Years of Birth, and Social Security Numbers
- Dependents’ Post High School Educational Expenses
- Child Care Expenses for Each Dependent
- Prior Year Adjusted Gross Income (AGI)
- Routing Transmit Number (RTN) (direct deposit/debit)
- Bank Account Number (BAN) (direct deposit/debit)
Income
General Taxable Income
- W-2 Form(s) for Wages, Salaries, and Tips
- Interest Income Statements: Form 1099-INT & 1099-OID
- Dividend Income Statements: Form 1099-DIV
- Sales of Stock, Land, etc. for Capital Gains: Form 1099-B Sales of Real Estate: Form 1099-S
- State Tax Refunds: Form 1099-G
- Alimony Received or Paid
- Unemployment Compensation Received
- Miscellaneous Income: Form 1099-MISC
Retirement Income
- Retirement Income: Form 1099-R
- Social Security Income and Railroad Retirement Income: Form SSA-1099
Business Income & Expenses
- Business Income and Expenses
- Rental Income and Expenses
- Farm Income and Expenses
- Form K-1 Income from Partnerships, Trusts, and S-Corporations
- Tax Deductible Miles Traveled for Business Purposes
Tax Credits
- Child Tax Credit
- Child Care Provider Address, I.D. Number and Amounts Paid for the Child and Dependent Care Credit
- Earned Income Tax Credit (EITC)
- Adoption Expense Information for the Adoption Credit
- Foreign Taxes paid
- First Time Home Buyer Tax Credit
Expenses & Tax Deductions
Medical
- Medical Expenses for the Family
- Medical Insurance Paid
- Prescription Medicines and Drugs
- Doctor and Dentist Payments
- Hospital and Nurse Payments
- Tax Deductible Miles Traveled for Medical Purposes
Property
- Home Mortgage Interest from Form 1098
- Home Second Mortgage Interest Paid
- Real Estate Taxes Paid
- State Taxes Paid with Last Year’s Return (if claiming itemized deductions)
- Personal Property Taxes Paid
- Moving Expenses
Employment
- Unreimbursed Expenses Related to Your Job
- Miles Traveled Related to Your Job
- Union and Professional Dues
- Job-hunting Expenses
Miscellaneous
- Casualty and Theft Losses
- Amount Paid to Professional Preparer Last Year
- Investment Expenses
- IRA Contributions
- Student Loan Interest Paid
- Last Year’s Tax Return Preparation Fee
Tax Estimate Payments
- Estimated Tax Payments Made with ES Vouchers
- Last Year’s Tax Return Overpayment Applied to This Year
- Off Highway Fuel Taxes Paid
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