Individual Tax Checklist

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Please remember to bring the following documents and information with you when you drop off your tax return:

General Information
Name
Current Address
Social Security Number
Date of Birth
List of Dependents (including SSN & DOB)
Voided Check (optional for direct deposit)
Prior Year Tax Return (new clients only)

Income
W-2s
1099s
1099-Rs (Pension and IRA Distribution Statements)
Interest Income Statments
Dividend Income Statements
Unemployment Compensation
Social Security
Alimony Received
Gambling Winnings
Other Income

Expenses/Deductions
Medical/Dental Expenses
Real Estate Taxes
Automobile Taxes (adv. amount only)
Home Mortgage Interest & Points
Donations/Tithes
Deductible Job Expenses
Casualty & Theft Losses
Other Expenses/Deductions

Small Businesses/Farming/Rental Activities
Sales
1099 Income
Other Income Figures
Equipment Purchases & Related Information
Purchases/Merchandise
Advertising
Car and Truck Expenses/Mileage Figures
Insurance
Loan Interest
Office Expense
Rent
Repairs & Maintenance
Supplies
Shipping/Freight/Postage
Taxes & Licenses
Travel
Meals & Entertainment
Utilities
Telephone
Contract Labor
Wages
Hay & Feed
Seeds
Fertilizer
Vet Bills
Chemicals
Gas, Fuel & Oil
Commissions
Leagal & Accounting
Other Expense Figures

Other Information
IRA Contributors
Student Loan Interest
Tuition Payments
Estimated Tax Payments
Stock Transactions
Home Office Deduction Information