Tax Return Checklist

checklist bigWhat do I need to bring when I am having my taxes prepared?
The following is a list of the more common items you should bring if you have them:

  • Wage statements (Form W-2)
  • Pension, or retirement income (Forms 1099-R)
  • Dependents' Social Security numbers and dates of birth
  • Last year's tax return
  • Information on education expenses
  • Information on the sales of stocks and/or bonds
  • Self-employed business income and expenses
  • Lottery and/or gambling winnings and losses
  • State refund amount
  • Social Security and/or unemployment income
  • Income and expenses from rentals
  • Record of purchase or sale of real estate
  • Medical and dental expenses
  • Real estate and personal property taxes
  • Estimated taxes or foreign taxes paid
  • Cash and non-cash charitable donations
  • Mortgage or home equity loan interest paid (Form 1098)
  • Unreimbursed employment-related expenses
  • Job-related educational expenses
  • Child care expenses and provider information and any other items that you think may be necessary for your taxes.

Click here to download a PDF version of the checklist.

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