SBS income Tax Preparation Check List

Valid US driver’s license , State ID,Passport or Government ID
Social Security numbers and dates of birth for you, your spouse, your dependents
E-mail address (Client and/or spouse)
All W-2 Forms/ 1099NECs
Unemployment (1099-G)
State and local taxes paid or credits
Current mailing address
All receipts (Truck owner operators and/or any businesses)
Copy of previous year tax return (if available)
Mortgage interest paid and insurance (1098)
Student Loan interest (1098T or 1098E)
Bank interest (1099-INT)
Stocks, IRA’s and Retirement (401K)(5303-SEP) (1099-R)
Miscellaneous income: jury duty, gambling winnings, Medical Savings Account, scholarships, etc.
Property taxes
Miscellaneous Income from contract work or business (Self-employed or 1099-NEC)
All medical expenses
Records of moving expenses ( Military ONLY)
Alimony paid
Casualty and theft losses: amount of damage, insurance reimbursements
Insurance premiums
Child care provider: name, address, EIN or SSN of provider and amount paid
Adoption costs: SSN of child; records of legal adoption, medical and transportation
Charitable donations (receipts/letters)
Employment expenses (Lodging, food, travel, tolls, parking fees, tools, etc.)
Voided check or bank account number and routing number