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Tax Documentation Checklist 

General Taxable Income 
___ Alimony Received or Paid 
___ Dividend Income Statements: Form 1099-DIV 
___ Interest Income Statements: Form 1099-INT & 1099-OID 
___ Miscellaneous Income: Form 1099-MISC 
___ Sales of Real Estate: Form 1099-S 
___ Sales of Stock, Land, etc.: Form 1099-B 
___ State Tax Refunds: Form 1099-G 
___ Unemployment Compensation Received 
___ W-2 Form(s) for Wages, Salaries, and Tips Retirement Income ___ Railroad Retirement & Social Security Income: Form SSA-1099 ___ Retirement Income: Form 1099-R Business Income
 ___ Business Income and Expenses 
___ Farm Income and Expenses 
___ Form K-1 Income from Partnerships, Trusts, and S-Corporations 
___ Rental Income and Expenses 
___ Tax Deductible Miles Traveled for Business Purposes

 Tax Credits Checklist 
___ Adoption Expense Information 
___ Child Care Provider Address, I.D. Number and Amounts Paid ___ First Time Home Buyer Tax Credit 
___ Foreign Taxes paid Expense and Tax Deduction Checklist
 ___ Amount Paid to Professional Preparer Last Year
 ___ Casualty and Theft Losses 
___ Charitable Cash Contributions
 ___ Doctor and Dentist Payments 
___ Fair Market Value of Non-cash Contributions to Charities
 ___ Home Mortgage Interest from Form 1098 
___ Home Second Mortgage Interest Paid 
___ Hospital and Nurse Payments
 ___ Investment Expenses 
___ IRA Contributions 
___ Job-hunting Expenses 
___ Last Year's Tax Preparation Fee 
___ Medical Expenses for the Family 
___ Medical Insurance Paid 
___ Miles Traveled for Volunteer Purposes
 ___ Miles Traveled for Medical Purposes
 ___ Miles Traveled Related to Your Job
 ___ Moving Expenses 
___ Personal Property Taxes Paid 
___ Prescription Medicines and Drugs 
___ Real Estate Taxes Paid 
___ State Taxes Paid with Last Year's Return (if itemized)
 ___ Student Loan Interest Paid 
___ Tax Deductible Unreimbursed Expenses Related to Your Job ___ Union and Professional Dues
 ___ Unreimbursed Expenses Related to Volunteer Work Tax 

Estimate Payments Checklist 
___ Estimated Tax Payments Made with ES Vouchers 
___ Last Year's Tax Return Overpayment Applied to This Year
 ___ Off Highway Fuel Taxes Paid General Information 
___ Bank Account Number (BAN) (For direct deposit/debit purposes) 
___ Child Care Expenses for Each Dependent
 ___ Copy of Last Year's Tax Return 
___ Dependents' Names, Years of Birth, and Social Security Numbers 
___ Dependents' Post High School Educational Expenses
 ___ Educational Expenses for You and Your Spouse
 ___ Prior Year Adjusted Gross Income (AGI) & Personal Identification
 ___ Routing Transmit Number (RTN) (For direct deposit/debit)
 ___ Social Security Numbers for You and Your Spouse

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