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Everett & Boetticher, P.C. CPA's

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Tax Preparation Checklist for Individuals



Personal Data
Social Security Numbers (including spouse and children)
Current mailing address
Bank account number for direct deposit
Child care provider : Name, address and tax I.D. or Social Security Number
Alimony paid: Social Security Number

Employment & Income Data
W-2 forms for this year
Unemployment compensation: Forms 1099-G
Miscellaneous income including rent and royalties: Forms 1099-MISC
Partnership, S Corporation, & trust income: Schedules K-1
Pensions, annuities and other retirement account distributions: Forms 1099-R
Social Security/RR1 benefits: Forms RRB-1099
Alimony received
Jury duty pay
Gambling and lottery winning
Prizes and awards
Scholarships and fellowships
State and local income tax refunds: Form 1099-G

Homeowner/Renter Data
Residential address(es) for this year
Mortgage interest: Form 1098
Sale of your home or other real estate: Form 1099-S and settlement statement
Second mortgage interest paid
Real estate taxes paid
Moving expenses

Rental Owners
Mortgage interest of rental property
Real estate taxes of rental property
Homeowners insurance fees
Homeowners association fees
Repairs and maintenance costs
Utilities and fees paid for the rental property

Financial Assets
Interest income statements: Form 1099-INT & 1099-OID
Dividend income statements: Form 1099-DIV
Proceeds from broker transactions: Form 1099-B (also include cost basis)
Retirement plan distribution: Form 1099-R

Financial Liabilities
Student loan interest paid

Expenses
Gifts to charity (qualified written statement from charity for any single
        donations of $250 or more)
Un-reimbursed expenses related to volunteer work
Un-reimbursed expenses related to your job (travel expenses, uniforms,
        union dues, subscriptions)
Investment expenses
Job-hunting expenses
Unreimbursed job-related expenses (see profession specific checklists)
Child care expenses
Medical Savings Accounts
Adoption expenses
Alimony paid
Tax return preparation expenses and fees (new clients only)

Self-employment Data
Business income: Forms 1099-MISC and/or own records
Business-related expenses: Receipts, other documents & own records
Farm-related expenses: Receipts, other documents & own records
Employment taxes & other business taxes paid for current year: Payment records

Miscellaneous Tax Documents
Federal, state & local estimated income tax paid for current year:
        Estimated tax vouchers, cancelled checks & other payment records
IRA, Keogh and other retirement plan contributions:
        If self-employed, identify as for self or employees
Summary list to document medical expenses
Records to document casualty or theft losses
Records for any other revenue or sales of property that may be taxable or
        reportable (closing statements)


755 S. Telshor Blvd., Suite 201Q
Las Cruces, New Mexico 88011
(505) 522-2244
(505) 522-8049 fax