TaxSlayer

Tax Preparation Checklist

Tax Preparation Checklist PDF

• Have these documents in hand before you e-file: 

• Social Security number for everyone listed on your tax return

• W-2 forms from employers 

• 1099 forms for contract work completed 

• Income from investments (i.e., from interest, dividends, stocks/bonds, and foreign investments) 

• Prior year income from local/state tax refunds 

• Business income records, if you own a business 

• Income from unemployment

• Income from rental properties

• Social Security benefits 

• Other income (e.g., gambling, award money from the lottery, jury duty, medical savings account income

• Brokerage account statements 

• Health insurance coverage documents 

• Receipts (from charity, medical expenses, and any unreimbursed business expenses) 

• Credits you may be eligible for

• Earned income credit

• Child and dependent care credit 

• Homebuyer credit 

• Energy credit 

• Savers credit

• Adoption credit 

• Child credit 

• Credit for the elderly/disabled 

• American opportunity credit 

• Lifetime learning credit 

• Lifetime learning credit 

• Possible Deductions 

• IRA contributions 

• Mortgage interest 

• Student loan interest 

• Medical savings account (MSA) contributions 

• Self-employed health insurance

• Moving/relocation expenses

• Medical expenses

• Qualified business expenses 

• Theft loss 
  

• Charitable giving