TAX PREPARATION CHECKLIST
INDIVIDUAL
- Valid picture ID
- Taxpayer Identification Number: Social Security Card, Social Security Number verification letter, or Individual Taxpayer Identification Number (ITIN)
- W-2s for all jobs last year
- 1099s for any other income received last year including unemployment income
- Statements for prizes, scholarships/fellowships, or lottery/gambling winnings
- 1095-A and Form 3895 California Health Insurance Marketplace Statement, if you had coverage through the Marketplace, (Covered California or Obamacare)
- 1095-B or 1095-C if you had other kinds of insurance or coverage
- Checking and savings account information to have your refund directly deposited
- Tax return from last year, if available
- Child care expenses: provider’s address, phone #, and federal tax ID #
- Homeowners: 1098 mortgage statement and property tax bill
- Education: 1098-T college tuition and 1098-E student loan statements
- Alimony paid or received
- Notices: IRS, state tax, Health Insurance Marketplace, or anything that says “IMPORTANT TAX DOCUMENT”
- Copy of IRS of Letter 6475 for EIP (Stimulus) payments
- Copy of IRS Letter 6419 that provides the total amount of Advance Child Tax Credit payments that were disbursed to you during 2022
- Copy of 1099-MISC form if you received the Middle Class Tax Refund
BUSINESS
- EIN Letter from IRS
- Shareholders SSN & Address
- Change is Partnership, Shareholders and stockholders
- Last year tax return
- 1099-K
- 1099-NECs
- Profit & Loss
- Balance sheet
- Trial Balance
- Any asset purchased which is not recorded.
- Any asset sold/disposed during the tax year.
- Loan to shareholders or Loan to Shareholders.
- Operating Agreement with Partners
- Change in Partnership, Stocks or shares.
- Conversion in Accounting methods
- Conversion of LLC to S-Corp formation