Checklist for Yearly Tax Preparation

 When it comes to tax time, are you prepared?  Make a file folder to track the items you'll need for next years taxes.  

Here's a check list for you and your tax preparer.  Put this list on the inside cover and check-off the items as you add them to the folder.

Personal Information

  • Social Security or Individual Tax ID Number
  • Bank account name, routing number and account number for your refunds
  • Property tax payments
  • Any estimated tax payments made


  • W2 Forms
  • State tax refunds from last year
  • Social Security Benefits
  • 1099 forms
  • Rental Property Income
  • Unemployment Income
  • Pension Income
  • Investment Income
  • Retirement Income
  • Other income like Lottery or Casino winnings

Expenses and Deductions

  • Do you have any grand child care expenses
  • Educational Expenses
  • Medical Insurance including health care insurance and payments
  • Itemized Medical Receipts
  • Job and vehicle expenses related to any job you may have.
  • Mortgage Interest
  • Real Estate Taxes
  • Retirement Plan Contributions
  • Any Charitable Contributions

Other Tax Information

  • Are you self employed?
  • Do you have other business interests?
  • Do you have any home office expenses

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