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

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Records of income and expenses
 Forms W-2 How many? ___________________
 Employee/Employer Information Domestic Income? Non-Domestic?
 Forms 1099-MISC, Schedules K-1: income records to verify amounts not reported on 1099s
 Self-Employment Information
 Income of other adults in your home
 Records of all expenses — check registers or credit card statements, and receipts
 Travel related expense information/receipts
 Business-use asset information for depreciation such as cost, date placed in service, etc.
 In Home Office Information
 Include room square footage/home square footage and average home utility bill
 Business Use of Vehicle Information
 Business owners should maintain a Mileage Log showing total miles driven for the year
(beginning/ending odometer readings), total business miles driven for the year (other than
commuting), and the business description for the mileage
 Amount of parking and tolls paid
 OR If you want to claim actual expenses, receipts or totals for gas, oil, car washes, licenses,
personal property tax, lease or interest expense, etc.
Retirement & Investments
 Form 1099-R: Pension/IRA/annuity income
 Form 1099-SSA, RRB-1099: Social security/RRB income
 Form 5498 showing IRA contributions
 Traditional IRA amounts you contributed to the IRA that were already taxed
 Forms 1099-INT, 1099-OID, 1099-DIV: Interest, dividend income
 Forms 1099-B, 1099-S: Income from sales of stock or other property
 Cost and dates of acquisition of property you sold if basis is not reported on Form 1099-B
Other Income
 Form 1099-G: Unemployment, state tax refund
 W-2G: Gambling income – bring expense records
 1099-SA or 1099-LTC: Health Savings Account and long-term care reimbursements
 Jury duty records
 Hobby income and expenses
 Rental Property Income - Rental asset information - cost, date placed in service, etc. for
depreciation
 Prizes and awards