Tax Preparation Checklist

Some Important Items To Bring With You

Tax Return Data

Prior year tax return for Federal and all States

Personal Data

Social Security Numbers (including spouse and children)

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

Alimony paid: Social Security Number

Employment & Income Data

W-2 forms for this year

Unemployment compensation: Forms 1099-G

Miscellaneous income including rent: Forms 1099-MISC

Partnership, S Corporation, & trust income: Schedules K-1

Pensions and annuities: Forms 1099-R

Social Security/RR1 benefits: Forms RRB-1099

Alimony received

Jury duty pay

Gambling and lottery winning

Prizes and awards

Scholarships and fellowships

State and local income tax refunds: Form 1099-G

Homeowner/Renter Data

First-Time home buyers, please bring a signed, executed copy of your HUD statement to claim the credit 

Residential address(es) for this year

Mortgage interest: Form 1098

Sale of your home or other real estate: Form 1099-S

Second mortgage interest paid

Real estate taxes paid

Rent paid during tax year

Moving expenses

Financial Assets

Interest income statements: Form 1099-INT & 1099-OID

Dividend income statements: Form 1099-DIV

Proceeds from broker transactions: Form 1099-B

Retirement plan distribution: Form 1099-R

Financial Liabilities

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

Student loan interest paid

Early withdrawal penalties on CDs and other time deposits


DMV registration cost information

Sales tax on new vehicle purchase between 02/17/09-12/31/09


Gifts to charity (qualified written statement from charity for any single donations of $250 or more)

Unreimbursed expenses related to volunteer work

Unreimbursed expenses related to your job (travel expenses, uniforms, union dues, subscriptions)

Investment expenses

Job-hunting expenses

Job-related education expenses

Child care expenses

Medical Savings Accounts

Adoption expenses

Alimony paid

Tax return preparation expenses and fees

Self-employment Data

Business income: Forms 1099-MISC and/or own records

Partnership SE income: Schedules K-1

Business-related expenses: Receipts, other documents & own records

Farm-related expenses: Receipts, other documents & own records

Employment taxes & other business taxes paid for current year: Payment records

Miscellaneous Tax Documents

Federal, state & local estimated income tax paid for current year: Estimated tax vouchers, cancelled checks & other payment records

IRA, Keogh and other retirement plan contributions: If self-employed, identify as for self or employees

Records to document medical expenses

Records to document casualty or theft losses

Records for any other expenditures that may be deductible

Records for any other revenue or sales of property that may be taxable or reportable

Get In Touch

At TJO & Associates, Inc., we've been serving the accounting needs of Campbell , CA and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.

Please fill out this form and let us know how we can be of service. We will happily offer you a FREE initial consultation to determine how we can best serve you.

Thank you for visiting. We look forward to working together!

TJO & Associates, Inc.

274 E. Hamilton Ave. Ste G,
Campbell , CA 95008
T: (888) 378-0483
F: (888) 378-0483


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