Items Needed Checklist

The following is a general list of items you may wish to prepare for your tax appointment.  This is not a complete listing of all possible items necessary to prepare your tax return, but should give you a good start!


  • Full names with middle initial as currently on file with Social Security Administration
  • Social Security cards or copies for each person on the return
  • Social Security numbers for you, your spouse and your dependents
  • Birth dates for you, your spouse and your dependents
  • Copy of last year’s federal and state tax returns
  • Most recent financial plan review from your planner




  • Medical, dental and eye care expenses
  • Mileage driven for medical purposes
  • Real estate taxes paid
  • Personal property taxes on cars and/or boats
  • Sales or use taxes paid on purchases of vehicles, boats, etc. (optional)
  • Home mortgage interest paid including home equity loans
  • Points (also called “Origination fee”) paid or seller-paid points (bring your closing statement)
  • Investment interest paid
  • Charitable contributions made by cash/check or property contributions
  • Mileage driven to charitable activities
  • Casualty and theft losses
  • Un-reimbursed employee expenses
  • Tax preparation fees paid
  • Home Office Deduction
  • Investment and/or Financial expenses
  • Safe deposit box rental or Investment expenses


  • Child or Dependent Care including the amount for each child and name, address and federal ID number of each provider
  • Estimated tax payments for federal or state and dates paid
  • Use of automobile for business
  • Residential energy credit information
  • 529 Plan contributions
  • Sale of a home after living there less than 2 years
  • Long term care insurance premiums paid
  • Details of conversion of traditional IRA’s to Roth IRA’s
  • Details of severance payments received including documentation

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