CHECKLIST FOR 2017 TAX PREPARATION INCOME RECORDS: W-2 wage & tax statementsSelf-Employment IncomeSocial Security statementsAlimony received or child support receivedQUARTER PAYMENTS PAID & THE DATE PAIDAny income received even if tax exempt or other household income and/or gifts1099-B (Sale of securities) – purchase dates, costs and selling price with date/price1099-INT (Interest)1099-DIV (Dividends)1099-C (Cancellation of debt)1099-G (Income from tax refunds, unemployment & lottery winning)1099-Misc (Rent, royalties & self-employed contractors & etc.)1099-R (Pension, retirement & annuity)1099-S (Sale of real estate) HEALTH INSURANCE (AFFORDABLE CARE ACT): Form 1095-A (Health Insurance Marketplace Statement)Form 1095-B (Health coverage)Form 1095-C (Large employer provided insurance) EXPENSE RECORDS: Alimony paidBusiness expenses not reimbursedExpenses for job related movesCharitable contributions (must have receipts & documentation)Child & dependent care expenses (caregivers name, address, ID number and amount paidGambling losses (only if there is gambling income)Home heating costs for residenceInvestment expensesIRA, Keogh, SEP contributionsLosses form theft or casualty (must exceed 10% of income minus insurance reimbursement)Medical, Dental & Vision expensesHealth insurance premiums paid1098 - Mortgage interest paid, land contract interest or home equity loansReal estate taxes paid & billed. Also taxable value (important to bring copy of property tax bill) – or receipt for both summer and winter taxes. Taxable value of home.Energy efficient purchases paidPenalties for early withdrawal of savings accountsLand contract interest paid (name, address & ID number who paid to)State or city taxes paid1098-E (Student loan interest paid)1098-T (Tuition, number of years attended, fee expenses from qualified colleges)License plate & tab feesRental property information. Expenses, complete addresses and zip codes. OTHER INFORMATION NEEDED: Copy of last year’s tax return if we did not prepare it.Records of cost of any property sold (such as stocks, funds, bonds, etc.)Social Security card, birth-date, and proof of residency of all dependents (if not already on file)*This is meant to be used as a guide. You may or may not need all items listed. Additional items may be required.