NEW REPORT FILING
Beneficial Ownership Information (BOI)
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information.
TAX PREPARATION CHECKLIST
Personal Information
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Social Security Numbers, full names, and date of birth for you and your spouse
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Driver Licenses for you and your spouse
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Information about your stimulus (economic impact) payment
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Identity Protection PIN, if one has been issued to you and/or your spouse
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Copy of last year's tax return for you and your spouse
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Bank routing and account number for direct deposit refund or direct debit tax owed
Dependent(s) Information
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Social Security Numbers, full names, and date of birth
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Childcare expenses (if applicable)
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Income of dependents (if applicable)
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Form 8332 about Release/Revocation of Release of Claim a Child (if applicable)
Itemized Deductions
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Medical expenses
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State and local taxes paid
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Real estate taxes paid
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State and local personal property taxes paid
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Home mortgage interest and points paid
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Investment interest paid
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Gifts to charity (records of cash and non-cash donations,...)
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Casualty and theft loss(es) from a federally declared disaster
Other Information
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Health insurance: Form 1095-A
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Estimated tax payments made during the year
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Foreign bank account information (if applicable)
Income and Investment Information
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W-2
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Unemployment or state tax refund (if used itemized deduction): 1099-G
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Investment income: 1099-INT, 1099-DIV, 1099-B, Schedule K-1,...
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Retirement income: 1099-R, RRB-1099, SSA-1099, 8606
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Self-Employed income: 1099-K, 1099-MISC, 1099-NEC, Schedule K-1,...
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Rental income
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Income from sales of property
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Taxable alimony received (applicable to divorces finalized before January 1st, 2019) with ex-spouse name and Social Security Number
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Other miscellaneous income: jury duty, gambling winnings, award money, scholarships,...
Adjustment to Income
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IRA contributions
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HSA contributions
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MSA contributions
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Energy credits
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Student loan interest
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Self-Employed health insurance payments
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Keogh, SEP, SIMPLE, and other self-employed pension plans
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Deductible alimony paid (applicable to divorces finalized before January 1st, 2019) with ex-spouse name and Social Security Number
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Educator expenses (for educators in grades K-12)