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Tax Reminder Checklist

  •  Last year’s tax return (new client) 

  •  Social Security numbers and dates of birth for all dependents 

  •  W-2 form for wages 

  •  1099 forms for interest, dividends, retirement, social security, unemployment, and other income 

  •  Year end statements from brokerage accounts 

  •  Self-employment income and expense 

  •  Rental income and expense 

  •  K-1 forms from partnerships, corporations, and estates 

  •  All other statements of income 

  •  Purchase and sale information for anything sold during the year 

  •  IRA year end statements 

  •  Child care provider’s name, address, social security number, and amount paid 

  •  Medical Expenses 

  •  Records of estimated taxes paid 

  •  Records of property taxes paid 

  •  DMV Registration fees paid 

  •  1098 forms for mortgage or student loan interest 

  •  Donations of money to charity 

  •  Donations of property to charity 

  •  Volunteer and coaching expenses and mileage 

  •  Amounts paid for higher education 

  •  Job related expenses 

  •  Investment related expenses 

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