Taxpayer Checklist
Get your taxes done right. Use our individual taxpayer checklist to ensure you have everything you need.
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I. Personal Information
- Full name
- Social Security number
- Date of birth
- Occupation
II. Income
- W-2s
- 1099s (if any)
- Rental income (if any)
- Investment income (if any)
- Unemployment compensation (if any)
- Social Security benefits (if any)
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III. Deductions and Credits
- Mortgage interest statement
- Property tax statements
- Charitable donations (cash and non-cash)
- Medical and dental expenses
- Education expenses
- Childcare expenses
- Retirement contributions
- Business expenses (if self-employed)
IV. Other Information
- Prior year tax return
- Estimated tax payments made
- Notices received from the IRS or state tax agencies
Note: This is just a sample checklist and the documents required may vary depending on the client’s specific situation. It’s always best to consult with a tax professional for guidance.