| | Individual Tax Return Checklist [Print]
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| Personal Data |
 | Social Security Numbers / Tax Identification Number (including spouse and children) |
| | Child-care provider tax I.D. or Social Security Number and Address |
| Employment & Income Data |
| | W-2 forms for Employee and 1099-Misc for Independent Contractor/self-employed |
| | Partnership and trust income |
| | Pensions and annuities |
| | Alimony received |
| | Jury duty pay |
| | Gambling and lottery winnings |
| | Prizes and awards |
| | Scholarships and fellowships |
| | State and local income tax refund and NJ Saver (Real Estate Tax) Rebate |
| Homeowner/Renter Data |
| | Residential address (es) for this year |
| | Mortgage interest: Form 1098 - HUD-1 Statement if you bought a house during tax year |
| | Sale of your home or other real estate: Form 1099-S |
| | Second mortgage / Home Equity Line/Loan - interest paid |
| | Real estate taxes paid |
| | Rent paid during tax year |
| | Moving expenses |
| Financial Assets |
| | Interest income statements: Form 1099-INT & 1099-OID |
| | Dividend income statements: Form 1099-DN |
| | Proceeds from broker transactions: Form 1099-B, Also provide Buy Date & Amount of the sell item. |
| | Tax Refunds & unemployment compensation: Form 1099-G |
| | Miscellaneous income including rent: Form 1099-MISC |
| | Retirement plan distribution: Form 1099-R |
| | Residential or Commercial Rental Income & Expenses |
| Foreign Assets |
| | Interest or Dividend Income from outside of USA |
| | Rental Income from outside of USA |
| | Foreign Bank Account with any time individual or aggregate account balance of $10,000 or more |
| | 10% of more Ownership Interest in Foreign business entity |
| | Holding Post as an Officer/Director of Foreign business entity |
| | Real Estate Primary residence or Rental |
| Financial Liabilities |
| | Auto loans and leases (account numbers and car value), if vehicle used for business |
| | Student Tuition Fee (Form 1098-T) or Student loan interest paid |
| | Early withdrawal penalties on CDs and other time deposits |
| Automobiles |
| | Personal property tax information |
| Expenses |
| | Gifts to charity (receipts or canceled check for every dollar donated) |
| | Un-reimbursed expenses related to volunteer work |
| | Un-reimbursed expenses related to your job (travel expenses, uniforms, union dues, subscriptions) |
| | Investment expenses |
| | Job-hunting expenses |
| | Education expenses |
| | Child care expenses |
| | Medical Savings Accounts |
| | Adoption expenses |
| | Alimony paid |
| | Tax return preparation expenses and fees |
| Self-employment Data |
| | K-1s on all partnerships |
| | Receipts or documentation for business-related expenses |
| | Farm income |
| Deduction Documents |
| | State & local income tax: your estimated tax vouchers for the current tax year |
| | IRA, Keogh & other retirement contributions |
| | Medical expenses |
| | Casualty or theft losses |
| | Other miscellaneous deductions |
