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)


  • 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.