Income Tax Checklist

Personal Information
Your Social Security number (for you and your spouse and dependents, if applicable). If you do not have a Social Security number, your Individual Tax Identification Number.

Employee Information
W-2 Forms for 2019

Childcare Expenses
Fees paid to a licensed day care center or family day care for care of an infant or preschooler.
Wages paid to a babysitter.

Charitable Contributions
Cash amounts donated to houses of worship, schools, other charitable organizations
Records of non-cash charitable donations
Mileage driven for charitable purposes

Medical Expenses
Total amount paid for healthcare insurance and expenses; along with itemized receipts

Health Insurance
Form 1095-A if you enrolled in an insurance plan through the Marketplace.
Form 1095-B and/or 1095-C if you had insurance coverage through any other source
Marketplace exemption certificate (ECN) if you applied for and received an exemption from the Marketplace

Self-Employment Information
Form 1099-MISC
Schedule K-1
Income records to verify amounts paid if not reported on a 1099-MISC
Records of all expenses paid in 2019 related to your self-employment business
Business-use asset information (cost, date placed in service, etc.) for depreciation purposes
Home office expenses

Retirement Information
Total amount you contributed for 2019
Total value of your retirement accounts as of Dec. 31, 2019
Pensions, IRA, and other retirement income (Form 1099-R)
Social Security income

Rental Income
Records of income and expenses paid in 2019
Rental asset totals – cost, date placed in service for depreciation determination.

State & Local Taxes or Sales Tax
Amount of state/local income tax paid (other than wage withholding) or amount of state and local sales tax paid
Invoice showing amount of vehicle sales tax paid

Financial Information
Your bank account and routing number
A list of taxes you paid the previous two years: including property taxes, state and local taxes and any estimated taxes payments you made

Educational Expenses
Forms 1098-T from educational institutions
Receipts that itemize qualified educational expenses
Records of any scholarships or fellowships you received
Form 1098-E if you paid student loan interest

Job Expenses
Employment related vehicle expenses (tolls, mileage, gas, maintenance, license, property tax, interest expense, parking)
Receipts for classroom expenses (for educators in grades K-12)
Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel)Job-hunting expenses
Record of moving expenses not reimbursed by employer