Tax Return Checklist

Individual Tax Return Checklist


  • Form(s) W-2, 1099R, and/or SSA-1099
  • Form(s) 1099 (Interest, Dividends, etc.)
  • Form(s) 1098 (Mortgage Interest), real estate and personal property tax statements
  • Schedule K-1 from business interests, partnerships, estates and trusts
  • Brokerage statements from stock, bond or other investment transactions. (We will need the purchase date and cost of stock sold.)
  • IRA contributions and conversions/recharacterizations
  • Closing statements pertaining to real estate transactions
  • All other income (business, rental, sales, services, etc.) and expenses incurred with that activity, including mileage logs. (See Business checklist if needed)
  • Estimated tax payments made to IRS and your state
  • Any tax notices received from the IRS or othe taxing authorities
  • All other supporting documents summarized

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