Income Tax Checklist

Income Tax Checklist

 Personal Information

  • Your Social Security number (for you and your spouse and dependents, if applicable).
  • If you do not have a Social Security number, your Individual Tax Identification Number.

Employee Information

  • W-2 Forms for 2023

Childcare Expenses

  • Fees paid to a licensed day care center or family day care for care of an infant or preschooler.
  • Wages paid to a babysitter.

Charitable Contributions

  • Cash amounts donated to houses of worship, schools, other charitable organizations
  • Records of non-cash charitable donations
  • Mileage driven for charitable purposes

Medical Expenses

  • Total amount paid for healthcare insurance and expenses; along with itemized receipts

Health Insurance

  • Form 1095-A if you enrolled in an insurance plan through the Marketplace.
  • Form 1095-B and/or 1095-C if you had insurance coverage through any other source
  • Marketplace exemption certificate (ECN) if you applied for and received an exemption from the Marketplace

Self-Employment Information

  • Form 1099-MISC
  • Schedule K-1
  • Income records to verify amounts paid if not reported on a 1099-MISC
  • Records of all expenses paid in 2023 related to your self-employment business
  • Business-use asset information (cost, date placed in service, etc.) for depreciation purposes


Home office expenses

  • Retirement Information
  • Total amount you contributed for 2023
  • Total value of your retirement accounts as of Dec. 31, 2023
  • Pensions, IRA, and other retirement income (Form 1099-R)
  • Social Security income


Rental Income


  • Records of income and expenses paid in 2023
  • Rental asset totals – cost, date placed in service for depreciation determination.


State & Local Taxes or Sales Tax


  • Amount of state/local income tax paid (other than wage withholding) or amount of state and local sales tax paid
  • Invoice showing amount of vehicle sales tax paid


Financial Information


  • Your bank account and routing number
  • A list of taxes you paid the previous two years: including property taxes, state and local taxes and any estimated taxes payments you made


Educational Expenses


  • Forms 1098-T from educational institutions
  • Receipts that itemize qualified educational expenses
  • Records of any scholarships or fellowships you received
  • Form 1098-E if you paid student loan interest


Job Expenses


  • Employment related vehicle expenses (tolls, mileage, gas, maintenance, license, property tax, interest expense, parking)
  • Receipts for classroom expenses (for educators in grades K-12)
  • Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel)
  • Job-hunting expenses
  • Record of moving expenses not reimbursed by employer


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