A Clear Perspective

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Individual Checklist

The following checklist will help you collect the documents you'll need when filing your individual tax returns with us. When all of the boxes are checked, you're ready.


  • Your last 3 years' tax returns (new client). Maybe we can amend and save money.
  • Social Security Numbers and dates of birth are needed for all taxpayers, spouses and dependents.
  • W-s Forms
  • 1099 Forms for Interest dividend, retirement, Social Security, and unemployment benefits need to be entered correctly to comply with the IRS matching program.
  • Property tax statements contain important information. 
  • Forms 1098 for mortgage interest need to be entered as printed. The IRS cross checks.
  • Purchase and sale information, including dates, relating to anything sold during the year is needed.
  • Child Care provider information (name, address, SS#, amount paid) is needed for the child care credit.
  • Names, addresses, and Social Security numbers from whom you received interest, or to whom you paid interest.
  • Bankruptcy or divorce papers (if applicable).
  • If you paid an individual person $600 or more for services rendered in connection with your business, please provide their name, address, and tax ID numbers.
  • Records showing income and expense for any small business or rental property you own will be needed.
  • If you have an investment in a Partnership, S Corporation, Estate or Trust, you will need to bring Form K-1
  • Bring IRA year-end statement.
  • Bring all other statements of income, whether you think they are taxable or not.
  • Forms 1098-T amounts paid for post-secondary tuition are sent to the student. If the student is your dependent, you will need to obtain 1098-T from the student to get the education credit.
  • Bring your records of estimated taxes paid.
  • Student loan interest forms 1098-E.
  • Adoption costs is applicable. Also bring the legal adoption documents.
  • Form 1098-C for donations of automobiles or boats.
  • Details on all noncash donations greater than $500. Include date, place, fair market value, original cost.
  • Bring a voided  check for direct deposit or any refunds you expect to receive.
  • Noncustodial parents claiming children need a signed IRS Form 8332 to claim the child.
  • If your mortgage was forgiven due to foreclosure, bring Form 1099-C or 1099-A.
  • Information on energy saving home improvements might get you a tax credit.
  • If you received Forms 1099-K for internet or credit card sales please bring them.
  • Proof of health insurance is needed. Bring Form 1095 if you received one.
  • Proof of residency for children claimed for EITC
  • Other special circumstance - contact us for details.
  • Assets held outside USA. bring statement(s). Such assets must be disclosed even if they do not generate taxable income.