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Tax Prep Checklist

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The quality of your tax return and the timeliness of its preparation depend strongly on obtaining all your tax documents and information.  As more companies move to electronic delivery of their tax documents and statements, this checklist will help ensure you are not missing important tax documentation. 

Contact Information, including DOB and SSN for anybody on your tax return

Driver's License and Bank Information(for eventual payment or refund of taxes)

Dependents, Child Care 

Education, Tuition, Student Loans, 529

Deductions, Medical, Home, Charity

Small Business

Rental Property

Auto Expenses(only if you operate a business)

Home Office

Property Sale

Expat, Foreign Earned Income

2018 Tax Questionnaire, Retirement Income

W-2s from Employers

K-1s from Partnerships, S Corps, Trusts, Estates

1099s from Banks, Investment Brokers, Government Agencies, Contract Employers, etc

Cost Basis, Purchase History for Stock Sales (if you received a 1099-B) Home Deductions

1098s from Mortgage Lenders (the form is now required, not just the figures)

Home Purchase / Refinance Documents, Closing Disclosure / HUD Statements

Private Mortgage Insurance (PMI) Premiums, Year-End Loan Statements

Property / Real Estate Taxes Paid