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2018 TAX PREPARATION CHECKLIST FOR TAX YEAR 2017
 
INFORMATION REQUIRED TO COMPLETE INCOME TAX RETURNS, if applicable to you:  
 
·        Social Security Number for husband and wife, if married, and all dependents, along with Date of Birth for each one.
 
·        Driver’s License or official picture identification card, expiration date, issue date, and state if other than Alabama
 
·        Bank Account Number and Routing Number if you plan to use direct deposit for your refund
 
·        All Income Statements:
 
o   Wage Statements – W-2
 
o   1099 Statements
 
o   Unemployment Income Statement
 
o   Social Security Statements
 
o   Pension or Retirement Income Statement – 1099R
 
o   Any other documents related to income
 
·        Health Coverage Documentation (1095 A, B, C) and the months without health coverage, if any
 
·        Interest and Dividend Statements - 1099
 
·        Sale of Stocks and Bonds - 1099
 
·        Mortgage Interest - 1098
 
·        Home Equity Loan Interest - 1098
 
·        Real Estate Taxes Paid
 
·        Rental Income and Expenses
 
·        Personal Property Taxes Paid – Tag Taxes
 
·        Charitable Donations
 
·        Casualty or Theft Losses
 
·        Medical Expenses: doctor/eye doctor/dental
 
·        IRA Contributions
 
·        Sales or Purchase of Property – 1099B
 
·        Moving Expense
 
·        Child care expenses: Provider’s Name, Address, Tax ID, and Amount Paid
 
·        Tuition and Education Fees – 1098T
 
·        Student Loan Interest
 
·        Estimated Taxes Paid
 
·        Alimony either paid or received
 
·        Lottery or Gambling Winnings
 
·        Unreimbursed Employment Related Expenses
 
·        Job Related Educational Expenses
 
·        Self-employed or have ownership in a Business or Farm: Include all documents related to income and expenses for that business for the entire tax year.
 
·        Foreign Bank Account Information
 
Standard Mileage Rates:
 
·        Medical Travel: 17 Cents per Mile
 
·        Business Travel: 53.5 Cents per Mile
 
·        Volunteer Work: 14 Cents per Mile
 
NOTE: Previous Year’s Federal and State Tax Return, if you did not file with our office last year.  
 
Copyright 2015. All rights reserved.
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