What Would You Need to Bring With You?

This Personal and/or Self-Employed Tax Preparation Checklist is here to help you get started with organizing the documents you need. Don’t worry if it looks a little intimidating – most people won’t require all that is listed. What it does is help you to gather the information that is specific to you. Please don’t hesitate to contact us if you have any questions.

Personal Data
  • Name & Social Security Number
  • Full Name of Spouse and Social Security Number
  • Alimony Paid & Social Security Number of ex-Spouse
  • Childcare Provider’s Name, Address, Tax ID or SSN

Others Who May Belong on Your Return
  • Their Dates of Birth and SSN
  • Other Adults in Your Home: approximate income (excluding spouse, if making a joint filing)
  • Form 8332, copies of your divorce decree or other documents that show your ex-spouse is releasing their right to claim a child to you

Employment & Income Data
  • W-2 Forms
  • Unemployment Compensation, State & Local Tax Refunds (Form 1099-G)
  • Canceled Debt (Form 1099-C)
  • Miscellaneous, including rent (Form 1099-MISC)
  • Social Security/RR1 Benefits (Form RRB-1099)
  • Healthcare Reimbursements (1099-SA or 1099-LTC)
  • Business Income: Partnership, S Corporation, & Trust (Schedule K-1)
  • Alimony received plus ex-spouse’s name
  • Jury Duty pay, Election Judge
  • Scholarships and/or fellowships
  • Gambling and/or lottery winnings (W-2G showing income & expense)
  • Prizes and awards
  • Hobby income & expenses

Financial Assets
  • Sale of Home or Property
    (bring settlement & info on cost)
  • Interest income statements from banks, credit unions, etc (1099-INT & 1099-OID)
  • Dividend income (1099-DIV)
  • Income from sales of Stock or other Property (1099-B, 1099-S)
  • Proceeds from broker transactions (1099-B)
  • Retirement, Pensions and Annuities (1099-R)

Homeowner/Renter Data
  • Residential address for the current tax year
  • Mortgage interest (1098)
  • Sale of your home/real estate (1099-S)
  • Interest on second mortgage
  • Real Estate taxes paid
  • Receipts: own records of Rent paid during tax year
  • Receipts: own records of Moving expenses

Self-Employment Data
  • Business income (1099-MISC and/or personal records)
  • Partnership SE income (Schedule K-1)
  • Business-related expenses (receipts, other documents & personal records)
  • Business-related asset information )cost, date placed into service, etc) for depreciation
  • Farm-related expenses (receipts, other documents & personal records)
  • Employment taxes & other business taxes paid
    for current year (personal records)
  • Office in Home information (if applicable)
Personal / Business Expenses (Receipts Required)
  • Charitable contributions: Cash (houses of worship, schools, charitable organizations)
  • Charitable contributions: Non-cash (qualified receipt from charity for any single donation over $250)
  • Non-reimbursed expenses related to volunteer work
  • Non-reimbursed expenses related to your job (travel expenses, uniforms, union dues, subscriptions)
  • Investment expenses (receipts/own record)
  • Mortgage, Real Estate expenses
  • Property Tax records (residence)
  • Property Tax records (other properties)
  • Rental Property maintenance
  • Job-hunting expenses (you can still be employed when looking)
  • Job-related expenses (Union dues, uniform cost & cleaning, tools, education, publications, travel)
  • Qualified Education program (1009-Q)
  • Tuition payments (for whom & what year of school)
  • Child care expenses (receipts/own record)
  • Health Insurance Premiums (receipts/own record)
  • Medical Savings (name, account number, etc)
  • Medical expenses: Doctor, Dentist, Hospital (receipts/own record)
  • Adoption expenses (receipts/own record)
  • Alimony paid (receipts/own record)
  • Tax return preparation expenses & fees from prior year (receipts/own record)
  • Travel expenses for charitable or medical purposes
  • Records to document casualty or theft losses

Automobile Data
  • Total miles driven for the year (or start/end odometer readings)
  • Total business miles driven for the year (excluding commute)
  • Total parking and tolls paid
  • Actual expenses such as gas receipts, oil, licenses, lease, interest expense, car washes, etc

Education Expenses
  • Scholarships and Fellowships
  • Forms 1098-T & 1098-E if you received them
  • Tuition, supplies, tutoring, music lessons, instruments, etc. for young children
  • Bills from the educational institution or anything else that itemizes what you paid or received loans for; versus what was covered by scholarship or other financial aid

Financial Liabilities
  • Auto loans & leases (account numbers and car value, if use for business)
  • Student loan interest paid
  • Early withdrawal penalties on CDs and other time deposits

Affected by Federally Declared Disaster
  • City or county where you owned property/ lived/ worked
  • Records to support property loss (appraisal, clean-up costs etc)
  • Records of Rebuild/ Repair costs
  • Insurance reimbursements/ claims to be paid
  • FEMA assistance information
  • Check FEMA site to see if my county qualifies for individual assistance

Financial Tools

Here are some useful and FREE Open Source Tools to help you maintain your records. Open Office works like MS Office and can also open MS Office files. Use PDF Creator if you need to publish a document that will open with Adobe Reader.


Our Locations

UNITED STATES : 917.285.8749
CANADA : 647.638.3904
EMAIL : arun@aruncpa.com

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