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Richardson & Associates believes in helping you in the best way, always!
Tax Preparation Checklist
You may use this checklist as a guide as you gather your documents for filing. Don't panic if you do not have everything on this list; you are not alone. Most people will not have everything on the tax prep list. Click on any box to continue.
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Income |
- W-2 forms
- Gambling and lottery winnings (Forms W-2G)
- Unemployment compensation (Form 1099-G)
- Pensions and annuities (Forms 1099-R)
- Retirement plan distribution (Form 1099-R)
- Social Security/RR1 benefits (Forms RRB-1099)
- State and local income tax refunds (Form 1099-G)
- Interest income statements (Form 1099-INT & 1099-OID)
- Dividend income statements (Form 1099-DIV)
- Proceeds from broker transactions (Form 1099-B)
- Miscellaneous income, including rent (Form 1099-MISC)
- Partnership, S Corporation, & trust income (Schedules K-1)
- Alimony received
- Jury duty pay
- Prizes and awards
- Scholarships and fellowships
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Housing and Rental Expenses |
- Mortgage interest (Form 1098)
- Real estate taxes paid
- Sale of your home/real estate (Form 1099-S)
- Rent paid during tax year
- Moving expenses
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Charitable Contributions |
- Gifts to charity- cash and noncash (qualified written statement from charity for any single donations in excess of $250)
- Non-reimbursed expenses related to volunteer work
- Examples: church, Red Cross, Salvation Army, Boy Scouts, etc.
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Personal Information |
- Social Security Numbers of all dependents
- Childcare provider information including name, address, and tax identification number or social security number
- Any alimony paid and the social security number of former spouse
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| Copyright © 2010 Richardson & Associates. All rights reserved. |
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