TAXPAYER CHECKLIST
Click here for the Printable Checklist
Personal Information (Taxpayer and Spouse)
Health Insurance Statements
Income for all in household and Expenses
*Last Year Tax returns if applicable.
The Dream Team Tax Service, LLC
3060 Madison Ave SE Ste. F
Wyoming, MI 49548
C| 616.520.3466
O| 616.245.TEAM (8326)
F| 616.245.9311
E| [email protected]
Click here for the Printable Checklist
Personal Information (Taxpayer and Spouse)
- Driver License or State ID
- Your social security card and tax ID number
- Last Year Tax Return available.
Dependent(s)
- Social Security Card(s), Birth certificate(s) (if available/know date(s) of birth)
- Childcare records (including the provider's tax ID number/social security number)
Health Insurance Statements
- All Forms 1095-A, B or C, Affordable Health Care Statement
Income for all in household and Expenses
- Forms W-2
- Forms 1099-MISC, Schedules K-1, income records to verify amounts not reported on 1099s
- Records of all expenses — check registers or credit card statements, and receipts
- Business-use asset information (cost, date placed in service, etc.) for depreciation
- Office in home information, if applicable
- Record of business miles driven for the year
- Amount of parking and tolls paid
- other expenses: receipts of estimated tax payments made receipts or totals for gas, oil, car washes, licenses, personal property tax, lease or interest expense, car registration cost and etc.
- Records of all expenses — check registers or credit card statements, and receipts
- 1099-G (Unemployment, state tax form)
- Rental Property Income Records
- Records expenses
- Rental asset information (cost, date placed in service, etc.)
- Records expenses
- 1099-R (Pension/IRA/annuity income forms)
- 1099-SSA/ RRB-1099 (Social security/RRB forms)
- 1099-INT, 1099-OID, 1099-DIV (Interest/dividend income)
- 1099-B, 1099-S (income from sales of stock or other property)
- Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)
- Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)
- W-2G (Gambling winnings)
- Amount of any alimony received
- Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)
- Jury duty records
- Hobby income and expenses
- Prizes and awards
- Other 1099
- Forms 1098 or other mortgage interest statements
- Forms 1098-T from educational institutions
- Records of any scholarships/fellowships you received (if not on 1098T)
- Receipts educational expenses (if not on 1098T)
- Records of any scholarships/fellowships you received (if not on 1098T)
- Form1098-E (if you paid student loan interest)
- Form 5498 (IRA contributions) if applicable
- Receipts for classroom expenses (for educators in grades K-12)
- Form 5498-SA showing HSA contributions
- Record of moving expenses not reimbursed by employer
- Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid
- Real estate and personal property tax forms
- Invoice showing amount of vehicle sales tax paid
- Invoice of cash amounts donated (includes houses of worship, schools and/or other charitable organizations)
- Amounts of miles driven for charitable or medical purposes
- Invoice of non-cash charitable donations
- Amounts of miles driven for charitable or medical purposes
- Receipts of paid healthcare insurance and doctors/ dentists/ hospitals bills
- Expenses related to your investments
- Receipt paid for preparation of last year’s tax return
- Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel, job hunting expenses and etc.)
- Receipts for energy-saving home improvements
- Amount of any alimony paid and ex-spouse's full name and social security number
Please contact our Tax Professionals if you have any concerns or questions.
*Last Year Tax returns if applicable.
The Dream Team Tax Service, LLC
3060 Madison Ave SE Ste. F
Wyoming, MI 49548
C| 616.520.3466
O| 616.245.TEAM (8326)
F| 616.245.9311
E| [email protected]