Tax Preparation Checklist

 

Personal Information

 

  • Form of Identification (driver’s Licence)

  • Social Security Number

  • Identification and Social security Number for spouse if filing jointly

Dependent(s) Information

 

  • Date of birth and Social Security Number

  • Record of Childcare

  • Income of other dependents working in the household

Sources of Income

 

  • Form(s) W-2

  • Unemployment (If applicable) Form 1099-G

  • Form 1099

  • Record of Expenses| Receipts, Credit Card Statements,

Retirement Income

 

  • Social Security (1099-SSA)

  • Pension, IRA, Annuity income(1099-R)