Great checklist of what to put together before you head out to meet with your tax professional.

1. 1
Tax Preparation Checklist
Personal Information:
 Dates of Birth and Social security numbers for you and any other individuals that
will be listed on the return (your spouse if married and your dependents)
 Drivers License Information:
 Amount of any alimony paid and ex-spouse's full name and social security
number
 Amount of any alimony received
 Last few year’s tax returns can also provide a comparison for your preparer
Childcare records:
 The amounts paid to each provider
 The providers EIN or social security number
 The providers address and phone number
 Form 8332 showing that the child’s custodial parent is releasing their right to
claim a child to you, the noncustodial parent (if applicable)
Education Payment amounts:
 Receipts that itemize qualified educational expenses
 Records of any scholarships or fellowships you received
 Forms 1098-T from educational institutions
 Form1098-E if you paid student loan interest
Health Insurance:
 Form 1095-A Enrolled in a Health insurance plan through the Marketplace
Exchange
 Form 1095-B or 1095-C Health insurance coverage through other source
 Marketplace exemption certificate (ECN) Exemption from the Marketplace
Exchange
 Form 5498-SA showing HSA contributions