TAXPAYER CHECKLIST
(Information you will need before getting your taxes prepared)

PERSONAL INFORMATION

• Valid Picture ID/Passport
  
• Social Security Card for you and your dependents
• Last year’s tax return (if applicable)

INFORMATION ON YOUR DEPENDENTS

•    Date of birth

•    Social Security Numbers

•    Childcare records

•    If you qualify for EIC you will need additional information for your dependents

◦Choose at least one record that shows your dependent’s residency:

▪Schoolrecords

▪Daycarerecords

▪Medicalrecords

▪LeaseAgreement

INCOME

W2                                                                      State Income Tax Refund

1099Misc.                                                          1099R (Pension Income)

1099 NT                                                             Unemployment Compensation

1099 DIV                                                            Rental Income

1099B                                                                 Gambling or Lottery

      Insurance

EXPENSES

• Real Estate Taxes 
• Tithes and Offering
• Mortgage Interest
  
• Charitable Contributions
• Employee                          
• Student Loan Interest
  
• Moving Expenses 
• Private Mortgage Interest

EDUCATIONEXPENSES 

•    Form 1098 T

•    Receipts for tuition and books

SMALLBUSINESSEXPENSES 

(Any expenses that are used to operate the use of your business)

HEALTHCARE 

1095A                                      1095B                                                                 1095C