Tax Preparation Checklist

Personal information – Required to complete return

• Last year’s Tax Return if you are a new client
• Full Name, Address, Copy of Social Security Card and Date of Birth for Yourself, Spouse, and Dependents
• Copy of Driver’s License for yourself and spouse
• Banking Account & Routing numbers for Direct Deposit
• Stimulus Amount Received
• Advance Child Tax Credit Amount Received

Income Information– all that apply

• W-2 Wages
• 1099-Int/1099-Div Interest and or Dividend Income
• 1099-B Sale of Stocks
• 1099-SSA/R Social Security and Retirement Income
• 1099-NEC/MISC Other Income
• Self-Employment Income

Deduction Information- all that apply

• Child Care Expenses (Provide fees paid to a licensed daycare, their name, SSN or EIN and address)
• 1098-T/1098-E Tuition Costs/Student Loan Interest
• 1098 Mortgage Interest Statement
• Property and School Tax for homeowners
• 1095-A Marketplace Health Insurance Form
• Medical/Dental expenses
• Donations
• Estimated Tax Payments Federal and State
• Self-Employment Expenses