Here's a basic Checklist to be  prepared for your tax appointment and ensure that you receive all the tax credits and deductions allowed.

As you begin receiving important tax documents in January, file them with this checklist.


  1. Name
  2. Date of Birth
  3. Social Security Card /ITIN
  4. Last Year’s Tax Return
  5. Valid Driver’s License





  1. W-2’s
  2. Interest (1099-INT or substitute)
  3. Dividend Slips (1099-DIV or substitute)
  4. Stock Sales (1099-B or Broker Statement)
  5. Self-Employment Income and Expenses
  6. Gambling or Lottery Winnings (W-2G for some winnings)
  7. State Income Tax Refund (1099-G)
  8. Pension Income (1099-R)
  9. Estimated Taxes Paid
  10. Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
  11. IRA or 401(k) Distribution (1099-R)
  12. Unemployment Compensation (1099-G)
  13. Child Care Provider: Name/Address and EIN
  1. Personal Property taxes
  2. Charitable contributions
  3. Employee business Expenses
  4. Gambling Losses
  5. Moving Expenses
  6. Traditional IRA Expenses
  7. Higher Education Expenses
  8. Pension Income (1099-R)
  9. Educator Expenses
  10. Medical Expenses
  1. Mortgages Interest (1098)
  2. Real State Taxes
  3. Employee business Expenses
  4. Gambling Losses
  5. Insurance
  6. Rental Income and Expenses
  7. HUD (First Time Home Buyers)
  1. Profit & Loss Statement
  2. Miscellaneous Income (1099-MISC)
  3. Bank Statements
  4. Business Expenses