Tax Preparation Checklist

What To Bring

Download Tax Checklist Refer a Friend & Get $25!*

TFinancial 1 Tax Services - Tax Prep Checklisthe following is a checklist of items that you should look for and bring with you to your appointment this year.

  W-2’s from Employers
  1099 INT (Bank Interest)
  1099 DIV (Dividend Interest)
  1099B (Investment Statements / Capital Gains / Losses)
  IRA, 401(k), 403(b), TSP or Employer Retirement Plan statements
  1099R (Pension and Retirement Income)
  SSA (Social Security Income)
  1099G (State Tax Refund from Prior Year)
  Unemployment Compensation
  1099 MISC (Self Employed, Independent Income)

DEDUCTIONS CHECKLIST:

  • IRA Contributions
  • Student Loan Interest / Tuition and Fees

Standard deduction is $12,000 per person, or $24,000 per couple.
(If your total deductions are less, do not itemize).

  • Charitable Contributions (Summary)
  • Medical Expense (Summary)
  • 1098 (Mortgage Interest and Property Tax Statement)

If you have questions on any of these, don’t hesitate to send us a message or call at 410-908-9293.


* Refer a friend offer — download the PDF, fill in the referral certificate, and bring it in to your next appointment. Refer a friend and get $25 off services with Financial 1 Tax! For complete details, please call our offices at 410-908-9293.