CC TaxHelp
Tax & Accounting Services Firm 

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Tax Checklist

CC TaxHelp encourages you to use the Tax Checklist below to organize all of your necessary documentation before speaking to a CC TaxHelp Representative. 

Personal Information

Ο Social Security Numbers (including spouse and children)

Ο Child care provider : Name, address and tax I.D. or Social Security Number

Ο Alimony paid: Social Security Number

Employment & Income Information

Ο W-2 forms for this year
Ο Unemployment compensation: Forms 1099-G
Ο Miscellaneous income including rent: Forms 1099-MISC
Ο Partnership, S Corporation, & trust income: Schedules K-1
Ο Pensions and annuities: Forms 1099-R
Ο Social Security/RR1 benefits: Forms RRB-1099
Ο Alimony received
Ο Jury duty pay
Ο Gambling and lottery winning
Ο Prizes and awards
Ο Scholarships and fellowships
Ο State and local income tax refunds: Form 1099-G

Self-employment Information

Ο Business income: Forms 1099-MISC and/or own records
Ο Partnership SE income: Schedules K-1
Ο Business-related expenses: Receipts, other documents & own records
Ο Farm-related expenses: Receipts, other documents & own records
Ο Employment taxes & other business taxes paid for current year: Payment records

Homeowner/Renter Information

Ο Residential address(es) for this year
Ο Mortgage interest: Form 1098
Ο Sale of your home or other real estate: Form 1099-S
Ο Second mortgage interest paid
Ο Real estate taxes paid
Ο Rent paid during tax year
Ο Moving expenses

Financial Assets Information

Ο Interest income statements: Form 1099-INT & 1099-OID
Ο Dividend income statements: Form 1099-DIV
Ο Proceeds from broker transactions: Form 1099-B
Ο  Retirement plan distribution: Form 1099-R

Financial Liabilities Information

Ο Auto loans and leases (account numbers and car value) if vehicle used for business

Ο Student loan interest paid
Ο Early withdrawal penalties on CDs and other time deposits

Vehicle Information

Ο Personal property tax information

Expenses and Deductions

Ο Gifts to charity (qualified written documentation for any single donations of $250 or more)
Ο Unreimbursed expenses related to volunteer work
Ο Unreimbursed expenses related to your job (travel expenses, uniforms, union dues, subscriptions)
Ο Investment expenses
Ο Job-hunting expenses
Ο Job-related education expenses
Ο Child care expenses
Ο Medical Savings Accounts
Ο Adoption expenses
Ο Alimony paid
Ο Tax return preparation expenses and fees