Template
Tax Preparation Checklist
A free tax season preparation checklist that you can copy, save or download as a free PDF. Last updated in 2019. Perfect for personal taxes, accountants, and clients.
Have these documents in hand before you e-file:
Social Security number for everyone listed on your tax return
W-2 forms from employers
1099 forms for contract work completed
Income from investments (i.e., from interest, dividends, stocks/bonds, and foreign investments)
Prior year income from local/state tax refunds
Business income records, if you own a business
Income from unemployment
Income from rental properties
Social Security benefits
Other income (e.g., gambling, award money from the lottery, jury duty, medical savings account income
Brokerage account statements
Health insurance coverage documents
Receipts (from charity, medical expenses, and any unreimbursed business expenses)
Credits you may be eligible for
Earned income credit
Child and dependent care credit
Homebuyer credit
Energy credit
Savers credit
Adoption credit
Child credit
Credit for the elderly/disabled
American opportunity credit
Lifetime learning credit
Lifetime learning credit
Possible Deductions
IRA contributions
Mortgage interest
Student loan interest
Medical savings account (MSA) contributions
Self-employed health insurance
Moving/relocation expenses
Medical expenses
Qualified business expenses
Theft loss <br>
Charitable giving
This creates a private checklist in your account.