{"id":1119,"date":"2019-02-11T18:27:08","date_gmt":"2019-02-11T18:27:08","guid":{"rendered":"https:\/\/mdbookkeepservices.com\/?page_id=1119"},"modified":"2025-12-01T23:36:43","modified_gmt":"2025-12-01T23:36:43","slug":"tax-check-list","status":"publish","type":"page","link":"https:\/\/mdbookkeepservices.com\/index.php\/services\/tax-preparation\/tax-check-list\/","title":{"rendered":"Tax Check List"},"content":{"rendered":"\nPrintable Tax Check List <\/a>\n\n\n\n\n
General Taxable Income<\/strong>
___ W-2 Form(s)
___ Form 1099 Misc
___ Form 1099-INT & 1099-OID
___ Form 1099-DIV
___ Form 1099-B
___ Form 1099-MISC
___ Form 1095- A, B or C
___ Sales of Real Estate: Form 1099-S
___ State Tax Refunds: Form 1099-G
___ Alimony Received or Paid
___ Unemployment Compensation Received
___ Miscellaneous Income: Form 1099-MISC

Retirement Income<\/strong>
___ Retirement Income: Form 1099-R
___ Form SSA-1099

Business Income<\/strong>
___ Business Income and Expenses
___ Rental Income and Expenses
___ Farm Income and Expenses
___ Form K-1 Income from Partnerships, Trusts, and S-Corporations
___ Tax Deductible Miles Traveled for Business

General Information<\/strong>
___ Copy of Last Year's Tax Return
___ Social Security Numbers for You & Spouse
___ Educational Expenses for You & Spouse
___ Dependents' Names, Years of Birth, & SSN
___ Dependents' Post High School Educational Expenses
___ Child Care Expenses for Each Dependent
___ Prior Year Adjusted Gross Income (AGI) - how to find last year's adjusted gross income (AGI)
___ Routing Transit Number (RTN) (For direct deposit\/debit purposes)
___ Bank Account Number (BAN) (For direct deposit\/debit purposes)


Tax Credits<\/strong>
___ Child Care Provider Address, I.D. Number and Amounts Paid for the Child 

Dependent Care Credit<\/strong>
___ Adoption Expenses for the Adoption Credit
___ Foreign Taxes paid
___ First Time Home Buyer Tax Credit

Expenses and Tax Deductions<\/strong>
___ Medical Expenses for the Family
___ Medical Insurance Paid
___ Prescription Medicines and Drugs
___ Doctor, Dentist, Hospital, etc Payments
___ Tax Deductible Miles Traveled for Medical
___ Home Mortgage Interest from Form 1098
___ Home Second Mortgage Interest Paid
___ Real Estate Taxes Paid
___ State Taxes Paid with Last Year's Return (if claiming itemized deductions)
___ Personal Property Taxes Paid
___ Charitable Cash Contributions
___ Fair Market Value of Non-cash Contributions to Charities
___ Unreimbursed Expenses Related to Volunteer Work
___ Tax Deductible Mileage for Volunteer Purposes
___ Casualty and Theft Losses
___ Amount Paid to Professional Preparer Last Year
___ Unreimbursed Expenses Related to Your Job
___ Miles Traveled Related to Your Job
___ Union and Professional Dues
___ Investment Expenses
___ Job-hunting Expenses
___ IRA Contributions
___ Student Loan Interest Paid
___ Moving Expenses
___ Last Year's Tax Return Preparation Fee

Estimated Tax Payments<\/strong>
___ Estimated Tax Payments w\/ ES Vouchers
___ Last Year's Tax Return Overpayment Applied to This Year
___ Off Highway Fuel Taxes Paid
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