Tax Return Checklist

 Tax Return Check List

  • Wages, salaries, or any other employment compensation?
  • W-2?
  • W-2G?
  • 1099R?
  • 1099INT?
  • 1099DIV?
  • Any other 1099?
  • Tips?
  • Interest on savings or checking, cash U.S. bonds, or receive stock dividends?
  • Social security or railroad retirement?
  • Lump sum from an employer sponsored plan and the recipient and/or employee was born before 1936?
  • Pension or IRA distributions and the recipient was under 59 1/2?
  • Other pension, annuity, IRA, or retirement income?
  • Unemployment compensation?
  • Alimony?
  • Self-employment and/or operation of a business?
  • Operation of a farm?
  • Rental of land and property for agricultural purposes?
  • Other rental property?
  • Gambling winnings? (lottery, race track, casinos, raffles).
  • Any miscellaneous income? (prizes, awards, jury duty) Royalties?
  • Schedules K-1? partnership or S corporation or estates or trust
  • IRS notice of a change to a prior year’s return?
  • Closing statements from real estate sales?
  • Stock, mutual fund, or other non-business related security?
  • Your personal residence?
  • Rental property?
  • State Refund (from last year)
  • Property relating to a business or farm?
  • Business property not listed above? (equipment, land)
  • Did the sale of any property above involve a bartering agreement?
  • Are you receiving installment payments on any property sold?
  • Have a home mortgage?
  • Use a portion of your home exclusively for self-employment?
  • Have medical expenses or pay for health insurance?
  • Make substantial contributions to charity, church, etc.?
    • If yes, over $500 in noncash contributions?
  • Suffer a loss from a casualty? (fire, theft, natural disaster)
  • Purchase a car, boat, aircraft, motor home, or home building materials in 2009 or keep receipts on all sales tax items purchased in 2009?
  • Itemize deductions last year and receive a state tax refund?
  • Incur out-of-pocket expenses or use your personal auto on the job?
  • Move to be closer to a new job?
  • Send prepayments to IRS and/or state for your current year tax liability (estimated taxes) or apply an overpayment from 2008?
  • Have any household employees to whom you paid $1,000 or more?
  • Have a qualified Federal fuel tax credit?
  • Contribute to an IRA, SEP, Keogh, or Simple retirement plan?
  • Get claimed (or were eligible to be claimed) as a dependent on someone else’s income tax return?
  • Did your children receive more than $950 and less than $9,500 from interest and dividends that you wish to claim on your own tax return instead of your child’s return?
  • Did you pay child or dependent care expenses?
  • Did you pay qualified postsecondary education tuition and related expenses for yourself, your spouse, or your dependents?
  • Did you cash any U.S. EE or I Bonds to pay for postsecondary education for yourself, your spouse, or your dependents?
  • Did you pay interest on higher education loans?
  • Were you a pre-college educator who purchased books or classroom supplies, for which you were not reimbursed?
  • Were there any births, adoptions, divorces, marriages or deaths in your household?