Detailed Checklist to Prepare an Accurate Tax Return

Tax Return Checklist from our Knowledgeable Maple Grove Accounting Firm

General

  • Copy of last year tax return if available
  • Social Security Card(s) – Driver License(s)
  • Dependents Social Security numbers & Date of Birth

Income

  • W-2’s and /or Form 1099s
  • Interest and Dividends Statements - Form 1099INT and Form 1099DIV
  • Pensions, IRA or Retirement Statements – Form 1099R
  • State Refund or Unemployment – Form 1099G
  • Social Security Income
  • Stock Sales Information - Form 1099B (Also date of purchase, number of share and cost per share)
  • Self Employed Business/Farm Income and Expenses – Form 1099MISC
  • Lottery or Gambling Winnings or Loses Form W-2G
  • Commissions / Bonuses Received or Paid
  • Income and Expenses for Rental Activities
  • Income from Partnerships, S Corporations, Trusts and Estates – Schedule K-1
  • Alimony Received or Paid
  • All other income received

Deductions

  • IRA Contributions
  • Teacher/ Educator Expenses
  • Student Loan Interest – Form 1098-E
  • Tuition and Education Fees - Form 1098-T
  • Self Employed Medical Insurance Paid

Expenses

  • Out of pocket Medical, Eye Care or Dental Expenses
  • Medical Transportation
  • Individual Medical Insurance / Long Term Health Insurance Paid (Long-Term need Company Name & Policy Number).
  • Health Saving Account Information
  • Property Tax Statements
  • Auto License Tabs/Plates
  • Mortgage or Home Equity Loan Interest Paid – Form 1098
  • Refinance Papers on your home
  • Sales Tax Paid on Motor Vehicles, Aircrafts, Boats, Building Material
  • Cash and Non-Cash Charitable Donation (need statement from Organization)
  • Un reimbursed Employee/Job-Related Expenses
  • Union Dues, Uniforms, Safety Equipment
  • Investment Expenses
  • Safety Deposit Box
  • Job Hunting Expenses
  • New Energy Efficiency improvement on Personal Residence (includes exterior windows, exterior doors, hot water heater)
  • Record of Purchase or Sales of Residence
  • Federal and State Estimated Taxes Paid and Dates

Children

  • Day Care Cost – including provider name, address and tax identifying number
  • School Supplies Purchased including Educational Computer Software
  • Music Lessons / Rental of Instruments
  • College Tuition, Scholarships and Books

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