Income Tax Checklist

Here is a general summary of all forms needed to complete your tax forms!

  • W-2’s

  • New Dependent’s SS #

  • Name Changes

  • Interest Income (1099-INT)

  • Dividend Income (1099-DIV)

  • Unemployment comp

  • Social Security Benefits (SSA-1099)

  • Retirement Income (1099-R)

  • Taxable State Refund (1099-G)

  • Stocks or Investments Sold (1099-B)

  • Capital Loss Carryovers

  • Rental Income

  • IRA Contributions

  • Medical Expenses (if higher than 7.5% of income.)

  • Property Taxes or Rent

  • Mortgage Interest (1098)

  • Donations to Charity

  • Investment Interest

  • Job Expenses

  • College Tuition Expenses

  • Student Loan Interest (1098-E)

  • Energy Efficiency Improvements

  • Child Care Expenses

  • HSA Contributions

  • Moving Expenses (work-related)

Please make sure all checks are payable to Eric Krupa.