Checklist

Draper & Gleave’s Personal Income Tax Preparation Checklist

Please consider the following checklist to ensure that you bring everything needed to complete your tax return in the most expedient manner. If you have any questions about any of the following items, feel free to call. We’re here to help.

PERSONAL INFORMATION FOR EACH FAMILY MEMBER:

  • Names
  • Addresses
  • Dates of Birth
  • Social Security Numbers
  • Last Year’s Tax Returns
  • Dependent’s names, addresses & social security numbers

DEDUCTIONS AND ADJUSTMENTS :

  • Medical Expenses
  • Real Estate or Personal Property Taxes
  • Mortgage Interest
  • Charitable Contributions
  • Employee Business Expenses
  • Gambling Losses
  • Moving Expenses
  • Traditional IRA Contributions
  • Higher Education Expenses
  • Student Loan Interest

INCOME AND TAX INFORMATION:

    • W-2′s
    • Interest (1099-INT or substitute)
    • Dividend Slips (1099-DIV or substitute)
    • Stock Sales (1099-B or Broker Statement)
    • Self-Employment Income and Expenses
    • Sale of a Personal Residence
    • Rental Income and Expenses
    • Sale of any Business Assets
    • Gambling or Lottery Winnings
    • State Income Tax Refund
    • Pension Income (1099-R)
    • Estimated Taxes Paid
    • Social Security or Railroad Retirement
    • IRA or 401(k) Distribution
    • Unemployment Compensation
    • Miscellaneous Income (1099-MISC)

TAX CREDITS:

  • Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN) and Phone Number
  • Adoption Expenses
  • Retirement Savings Contributions
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