Tax Return Checklist

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Prepared by Susan Clifford, CPA – Principal

Below is a list of common types of income and expenses along with the document or other information you would typically provide to us. You can use this list as a guide.

We appreciate this opportunity to serve you and look forward to working with you in the coming weeks.

Type of income Form Number or other support
Wages W-2s
Interest income 1099-INT
Dividends 1099-DIV
IRA, pension, and annuity
payments
1099-R
Social security benefits SSA-1099
State tax refunds 1099-G
Alimony received Amount
Self-employment income
(Schedule C)
1099-MISC, income, expenses, fixedasset additions
Capital gains and losses 1099-B
Rental property
(Schedule E)
1099-MISC, income, expenses, capital improvements, fixed asset additions
Farm income 1099-MISC, CCC-1099-G, 1099-PATR, income, expenses, capital improvements, fixed asset additions
Partnerships, S corporations, trusts Schedule K-1
Unemployment compensation 1099-G
Other income 1099-MISC, jury duty, prizes,
gambling winnings, cancellation of credit card debt                 
Educator expenses Unreimbursed classroom expenses, K-12 only                         
Business expenses of reservists, performing artists, and fee-based government officials and partners and S corporation shareholders Expenses, fixed asset additions
Health savings account contributions 5498-SA
Moving expenses for members of
the armed forces
Expenses and mileage (not meals)
Contributions to SEP, SIMPLE,
IRA, or qualified plan
Form 5498
Self-employed health insurance Premium expense
Penalty on early withdrawal of
savings
1099-INT
Alimony paid Amount and recipient’s social
security number
Student loan interest 1098-E
Tuition and fees 1098-T
Medical expenses Totals for prescriptions, doctor and dentists, hospitals, eyeglasses and contact lenses, etc.; also medical miles         
State and local income taxes * List payment amounts and dates paid                                      
Real estate taxes * Often on 1098 if you have a mortgage                                    
Personal property, ad valorem, and other taxes * Amounts
Home mortgage interest 1098
Mortgage insurance premiums 1098
Investment interest Margin interest reported by brokerage firm
Gifts to charity Provide details of non-cash gifts of over $500 (donee name, and address, what was donated, date, original cost, and donated value)      

* combined personal state and local income taxes, real estate taxes, and other taxes are limited to $10,000

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