This organizer is designed to assist and remind you of information that is needed to prepare your tax returns. The goal is to not overlook anything so you can maximize your legal deductions, comply with government reporting requirements, and avoid problems with the IRS after the return is filed. Taxes are complicated and the rules change constantly. Although care has been take to accommodate most taxpayers, this organizer is not all inclusive. Please let us know if you have questions about items necessary to prepare your taxes.
Please review this list and provide all applicable information:
Your SSN (including your spouse and dependent children)
Last year's federal and state tax returns
- Direct deposit of your refund (if any) – Please bring your bank account number and routing number (or a voided check)
- Married during the year? Provide the date.
- Divorced during the year? Provide the date.
- Spouse or dependent died during the year? Provide the date.
- Moved during the year? Provide the date.
- Did you get a new driver's license since having your taxes done last year?
For dependents, please provide the full name, date of birth, SSN (if I don’t already have it), relationship to you, and the number of months the dependent lived in your home, for each dependent.
Child care expenses and provider information
- Wages, salaries, and tips statements - W-2 or 1099 MISC
- Interest income - 1099-INT
- Dividend information - 1099-DIV
- Sale of stocks or bonds information - 1099-B
- Foreign financial accounts or trusts
- Sale of property - gain or loss information
- Gains or losses from virtual currency
- Partnerships, S-Corps, Trusts, and Estates income – Schedule K-1
- Self employment or small business activity revenues and expenses (please call me if you have questions)
- Rental income and expense information (please call me if you have questions)
- Retirement income, annuity, and pension statements
- Retirement account distributions
- Social Security - SSA 1099
- Unemployment - 1099-G
- Workers’ compensation/loss of time payments
- Disability income or Veterans benefits
- State and local income tax refund amount - 1099-G
- Lottery and Gambling winnings and losses information and Form W-2G
- Records of your child's income
- Royalty information
- Tips/gratuities (not reported on W-2)
- Prizes/awards/lottery winnings
- Scholarships and fellowships
- Alimony received
- Records and information from any other forms of income
Potential Deduction and Credits
- Medical, dental, vision expenses – including prescription drugs, lab tests, hearing aids, medical support services, and mileage for medical purposes. For 2019, total medical expenses have to exceed 10% of your income to qualify as an itemized deduction.
- Charitable contributions (including mileage for volunteer work)
- Estimated tax payments
- State and local tax payments
- Property taxes paid during the year
- IRA contributions
- Retirement account contributions (not reported on W-2)
- Alimony paid
- Energy-efficient improvements to your principal residence or purchase of an electric plug-in vehicle
- Moving expenses if you moved for military
- Adoption expense credit
- STABLE account / ABLE account contributions
- Un-reimbursed educator expenses
- Forms showing tuition payments for students – 1098-T
- Student loan interest paid – 1098-E
- 529 plan contributions
- Scholarship or fellowships
- Home mortgage interest statement - 1098 Mortgage Interest (including home improvement loans, second mortgages, and mortgages on second residence)
- Property taxes paid
- If you sold your home, original purchase and sale information
- First time home buyer repayment information
If you employed a person (not paid to a company) such as maids, nannies, care givers, or gardeners to perform services at your home, please bring the person’s name, address, tax ID/SSN, and the amount you paid for the year.
For 2019 the Tax Cuts and Jobs Act of 2017 reduced the penalty for not having health insurance to $0.
*If you have Marketplace health insurance, please provide the 1095-A.
Were you notified by the IRS, state, or city of any change to any prior year tax return?
Did you make any gifts of $15,000 or more in value to any individual?
Did you live out of the country and earn income abroad last year?
Do you expect any significant changes in income or your tax liability in the coming year?
Did you receive any income from a source not listed above?