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Tax Preparation Checklist for Individuals

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


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)