Checklist

Personal Info

Social Security numbers and dates of birth for you, your spouse, your dependents
Bank account number and routing number, for direct deposit refund option
Copies of last year’s tax return for you and your spouse (if new client)
Obamacare Form 1095 a; 1095 b or c Health Ins Card(s)

Income Info

W-2 forms for you and your spouse
1099-R, Form 8606 for payments/distributions from IRAs or retirement plans
1099-MISC/NEC forms for you and your spouse (for any independent contractor work)
1099-G forms for unemployment income, or state or local tax refunds
SSA-1099 for Social Security benefits received
1099-INT, -DIV, -B, or K-1s for investment or interest income
1099-C forms for cancellation of debt
1099-S forms for income from sale of a property
Form K-1s from any estates, partnerships or S-corporations. These usually are not sent out until March.
Rental property income and expenses: profit/loss statement
Alimony received
Miscellaneous income: jury duty, gambling winnings, Medical Savings Account, scholarships, etc.

Adjustments to your income

Form 1098-E for student loan interest paid (or loan statements for student loans)
Form 1098-T for tuition paid (or receipts/canceled checks for tuition paid for post-high school)
Records of IRA contributions made during the year
Receipts for any qualifying energy-efficient home improvements (solar, windows, etc.)
Alimony paid
Keogh, SEP, SIMPLE, and other self-employed pension plans

Deductions and credits

Child care costs: provider’s name, address, tax ID, and amount paid
Education costs: Form 1098-T, education expenses
Forms 1098: Mortgage interest, private mortgage insurance (PMI), and points you paid
Charitable donations: cash amounts, official charity receipts, canceled checks; value of donated
Medical and dental expense records
Casualty and theft losses: amount of damage, insurance reimbursements

Taxes Paid