CHECKLIST

Checklists

Common Items:

W-2 forms
1099-R forms for distributions from retirement accounts
1099-NEC or 1099-MISC for self-employment or rental income
1099-INT, -DIV, -B, or K-1s for investment or interest income
SSA-1099 for Social Security benefits received
1099-G for unemployment benefits received
1099-SA for distributions from an HSA/FSA
Rental property income and expenses
1098-E for student loan interest paid
Child care expenses paid (you may have to ask your child care provider for a statement)
1098-T for tuition and education costs
Any estimated tax payments made for the tax year
Form 1095-A if you purchased your health insurance through the Marketplace

If your marital status, address, dependents, or banking info has changed from the prior year, please let us know

Less Common Items:

If you itemize (most people do NOT), please provide your 1098 for mortgage interest and property taxes, and a record of all of your cash and non-cash charitable contributions.
1099-C for Cancellation of Debt
1099-S for Real Estate sales proceeds
Record of IRA/HSA contributions not made through payroll
Receipts for Qualified energy-efficient home improvements
Alimony paid/received

A record of your business income and expenses. A Profit and Loss statement is most common.
If you keep your records in Quickbooks Desktop, please provide a backup copy of your QB (and the password).
If you use Quickbooks Online, you can send us an accountant's invitation.
If you keep your records in Excel, please provide an electronic copy of your excel file.
If your business has employees, please provide your year-end payroll reports from your payroll provider.

Here are a few key expense items you may want to consider.

This list is NOT all-inclusive: