You can print or save this document to make sure you have all the information you need for your taxes
Document Checklist
● Social Security Cards for yourself and each dependent.
● W-2s from your employers
● 1099-MISC forms for self-employment income
● 1099-INT (interest) and 1099-DIV (dividends) forms
● 1099-B forms showing brokerage trades in stocks and bonds
● K-1 forms for income from a partnership, small business, or trust
● 1099-SSA form showing Social Security received
● Written documents for additional income not reported on a W-2 or 1099 form, such as other self-
employment income, rental income, or alimony.
● 1098 forms reporting mortgage interest
● 1098-E forms reporting student loan interest
● Copies of the previous years tax return (If you are a first year client)
● Cancelled checks, bank statements or receipts along with summary of any estimated federal and state
payments made in 2011
● Cancelled checks, bank statements or receipts from any estimated taxes paid to your city.
Other expenses*:
○ contributions to traditional or SEP-IRA
○ moving expenses
○ college expenses
○ medical and dental expenses
○ real estate taxes
○ gifts to charities and churches
○ daycare or childcare costs.
*While you should keep written documentation such as cancelled checks, receipts or spreadsheets for
these types of expenses, for the purpose of your tax appointment you only need to bring in totals.
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