V K Bartley Bookkeeping and Tax Services

2018 Income Tax Checklist

2018 Checklist for Preparing Your Income Tax Return

Use our checklist as a guide to help you gather documentation for preparing your income tax return.

  • Driver’s License or other Government Issued Picture Identification

  •  Copies of your 2015, 2016 and  2017  federal and state income tax returns 

  • Copies of Birth Certificates

    • Taxpayers

    • Children

    • Parents

    • Other Dependents


  • Social Security numbers:

    • Taxpayer  

    • Spouse

    • Dependents

    • Child care provider

    • Alimony recipient

  • Personal income:

    • Employment income W-2 forms

    • Unemployment income 1099-G forms

    • Interest income 1099-INT & 1099-OID forms

    • Dividend income 1099-DIV forms

    • Brokerage transactions 1099-B forms

    • Distributions from medical savings accounts 1099-MSA forms

    • Retirement plan distribution 1099-R forms

    • Social Security benefits FORM SSA-1099

    • Alimony received

    • Gambling and lottery winnings W-2G forms

    • Jury duty pay records

    • State and local income tax refunds 1099-G forms

    • FORMS 1099-C and 1099-A for cancellation of debts

    • Other miscellaneous income

    • Dependents

    • Child care provider

    • Alimony recipient

  • Self-employment income:

    • Business income FORM 1099 K

    • Business income 1099-MISC forms or own records

    • Partnership income K-1: 1065 forms

    • S Corporation investment income K-1: 1120S forms

    • Rental property income 1099-MISC forms or own record

    • Business-related expenses

    • Employment and business taxes paid

    • Travel log

    • Business checking account bank statements – January through December 2018

    • FORM W-3 for wages paid to employees

    • List of contractors name, address and social security numbers/federal employer identification number with amounts paid.

  • Affordable Care Act documentation

    • FORM 1095-A, Health Insurance Marketplace Statement

    • FORM 1095-B, Employer Health Coverage Statement

    • Evidence of insurance coverage for taxpayer and dependents – insurance card

    • Months you did not have insurance coverage

  • Homeowner information:

    • Mortgage Interest 1098 forms

    • Property sales proceeds 1099-S forms

    • Real estate taxes paid

    • Rent paid

    • Moving expenses (military personnel only)

    • Homeowner insurance premium paid

  • Personal expenses:

    • Charitable donations

    • Alimony paid

    • Adoption expenses

    • Medical and dental expenses

    • Child care expenses

    • Expenses relating to employment or volunteer work

    • Education tuition 1098-T form

    • Student loan interest 1098-E form

    • Investment expenses

    • Expenses relating to job hunting or education

    • Wages paid to household employees

    • Retirement plan contributions

    • Federal, state & local income tax paid for current year

    • Records for any other expenses that may be deductible

    • Charitable contribution

    • List and values of items donated to tax exempt organizations

    • Medical and dental expenses

  • Other helpful information

    • Copies of any adjustment notice of changes made to federal or state income tax returns for prior tax years.

    • Your last pay stub for 2018.

    • E-mail address


 
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