EVERYONE

* Social security card or ITIN
* Picture ID with date of birth (if minors birth certificate)
* Copy of last year's return (new clients)
* Wage and earning statements (Form W-2, W-2G, 1099-R, 1099-MISC) from all employers
* Interest and dividend statements from banks (Forms 1099)
* Charitable contributions
* Medical expenses (including mileage)
* Health Insurance premiums

* Proof of bank account routing and account numbers for direct deposit such as a blank check


IF YOU OWN A PERSONAL RESIDENCE

* Mortgage interest (form 1098)
* Receipts from energy efficient upgrades
* Closing documents if you bought or sold during the year
* Insurance premiums
* Real estate taxes paid

IF YOU OWN RENTAL PROPERTY

* Rental income total for the year
* Receipts for all expenses for the year
* Mileage for repairs, inspections, etc.
* Insurance premiums
* Real estate taxes paid
* Mortgage interest 

IF YOU OWN A BUSINESS

* Tax ID
* List of capital assets and equipment
* Business income and expenses (profit & Loss)
* Quarterly taxes paid
* Business use of home info (if applicable)
* Mileage log

OTHER

* Retirement plan contributions
* Childcare expenses
* Educational expenses - loan interest, tuition, and supplies
* Sales tax from vehicle purchase
* FEMA assistance
* Job search and/or moving expensesype your paragraph here.

TAX PREPARATION CHECKLIST