2016 Tax Preparation Checklist

The Tax Preparation Checklist…

Before you are ready to file, organize your important documents using the checklist below. It might look a little intimidating, but don’t worry! This tax preparation checklist is here to help you get started. Most folks won’t have all the information listed in the tax preparation checklist below. We’ve just put it all here to make sure you don’t forget anything.

For instance, did you know that if you had jury duty this year, we’ll need to have a record of that? Or that prize or award money may count toward your total income? The more items you provide from this tax preparation checklist, the better job we can do on your tax return.

Our tax professionals are available year round to assist with your tax needs. No appointment is necessary to have your taxes completed with us.

So, check out the tax preparation checklist below and submit any forms that apply to you


  • Name
  • Date Of Birth
  • Social Security Card /ITIN/ATIN
  • Last Year’s Tax Return
  • Valid Driver’s License


  • W-2’s
  • Interest (1099-INT or substitute)
  • Dividend Slips (1099-DIV or substitute)
  • Stock Sales (1099-B or Broker Statement)
  • Self-Employment Income and Expenses
  • Sale of a Personal Residence
  • Rental Income and Expenses
  • Sale of any Business Assets
  • Gambling or Lottery Winnings (W-2G for some winnings)
  • State Income Tax Refund (1099-G
  • Pension Income (1099-R)
  • Estimated Taxes Paid
  • Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
  • IRA or 401(k) Distribution (1099-R)
  • Unemployment Compensation (1099-G)
  • Miscellaneous Income (1099-MISC)


  • Medical Expenses
  • Real Estate or Personal Property Taxes
  • Mortgage Interest
  • Charitable Contributions (cash and non-cash)
  • Employee Business Expenses
  • Gambling Losses
  • Traditional IRA Contributions
  • Higher Education Expenses
  • Educator Expenses
  • Student Loan Interest


  • Child Care Provider/Address and Employer Identification Number (EIN) or Social Security
  • Number (SSN)
  • Adoption Expenses
  • Retirement Savings Contributions Credit