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Tax Checklist

Information for Each Household Member


Date of Birth

Social Security Card/ITIN/ATIN

Last Year's Tax Return

Valid Driver's License

Tax Credits

Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)

Adoption Expenses

Retirement Savings Contributions Credit 

Income & Tax Information


Interest (1099-INT or substitute)

Dividend Slips (1099-DIV or substitute)

Stock Sales (1099-B or Broker Statement)

Self-Employment Income and Expenses

Sale of a Personal Residence

Rental Income and Expenses

Sale of any Business Assets

Gambling or Lottery Winnings (W-2G for some winnings)

State Income Tax Refund (1099-G)

Pension Income (1099-R)

Estimated Taxes Paid

Social Security or Railroad Retirement (SSA-1099 or RRB-1099)

IRA or 401(k) Distribution (1099-R)

Non-employee compensation (1099-NEC)

Unemployment Compensation (1099-G)

Miscellaneous Income (1099-MISC)


Medical Expenses

Real Estate or Personal Property Taxes

Mortgage Interest

Charitable Contributions (cash and non-cash)

Employee Business Expenses

Gambling Losses

Moving Expenses

Traditional IRA Contributions

Higher Education Expenses

Educator Expenses

Student Loan Interest