Broker Check

2016 Tax Preparation Checklist

  • Copy of 2015 tax return
  • Social Security number(s) -taxpayers and dependents
  • W-2 forms from all employers
  • 1099-INT forms showing interest payments received
  • 1099-G form showing any refund, credit, or offset of state/local taxes
  • Receipts pertaining to business (if small business owner)
  • 1099-DIV and 1099-R forms
  • Other income receipts: rental real estate, royalties, partnerships, S corporations, trusts
  • Unemployment compensation documentation
  • Social Security benefits documentation
  • Other pertinent documents

Documentation for Itemized Deductions

  • Medical/dental expenses
  • Receipts for taxes paid: state, local, real estate, personal property
  • Form 1098 mortgage interest and points
  • Receipts for charitable contributions and gifts
  • Casualty and theft losses
  • Job expenses

Helpful Online Information

The IRS website,, features a series of publications which provide basic information on every topic listed in this checklist, including: Your Federal Income Tax (Publication 17) and Charitable Contributions (Publication 526). For a complete list of available topics, go to