TaxSlayer

Tax Preparation Checklist

Tax Preparation Checklist PDF

• Have these documents in hand before you e-file: 

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  How to do this task:

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• Social Security number for everyone listed on your tax return

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• W-2 forms from employers 

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• 1099 forms for contract work completed 

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• Income from investments (i.e., from interest, dividends, stocks/bonds, and foreign investments) 

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• Prior year income from local/state tax refunds 

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• Business income records, if you own a business 

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• Income from unemployment

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• Income from rental properties

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• Social Security benefits 

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• Other income (e.g., gambling, award money from the lottery, jury duty, medical savings account income

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• Brokerage account statements 

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• Health insurance coverage documents 

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• Receipts (from charity, medical expenses, and any unreimbursed business expenses) 

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• Credits you may be eligible for

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• Earned income credit

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• Child and dependent care credit 

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• Homebuyer credit 

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• Energy credit 

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• Savers credit

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• Adoption credit 

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• Child credit 

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• Credit for the elderly/disabled 

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• American opportunity credit 

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• Lifetime learning credit 

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• Lifetime learning credit 

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• Possible Deductions 

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• IRA contributions 

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• Mortgage interest 

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• Student loan interest 

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• Medical savings account (MSA) contributions 

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• Self-employed health insurance

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• Moving/relocation expenses

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• Medical expenses

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• Qualified business expenses 

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• Theft loss 
  

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• Charitable giving

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