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End of Year Personal Tax Check List

What do you need to include in your Personal Tax Check List?

Income Data

  • W-2 forms
  • Pensions and annuities
  • Partnership and trust income
  • Alimony received
  • Jury duty pay
  • State and local income tax refund
  • Scholarships and fellowships
  • Prizes and awards
  • Gambling and lottery winnings

Financial Assets and Liabilities

  • Interest Income Statements (form 1099-INT & 1099-OID)
  • Dividend Income Statements (form 1099-DN)
  • Tax refunds and unemployment compensation (form 1099-G)
  • Proceeds from broker transactions (form 1099-B)
  • Miscellaneous income (form 1099-MISC)
  • Retirement plan distributions (form 1099-R)
  • Student loan interest paid
  • Early withdrawal penalties on CDs

Home and Rental Property Data

  • Mortgage interest (form 1098)
  • Home equity loan interest
  • Real estate taxes paid
  • Sale of your home or other real estate (form 1099-S)
  • Rental property income
  • Rental property expenses

Expense Documentation

  • Charitable donations
  • Unreimbursed business of volunteer work expenses
  • Child care expenses
  • Alimony paid
  • Tax Return preparation fees
  • Investment expenses
  • Education expenses
  • Job-hunting expenses
  • Adoption expenses
  • Moving expenses
  • Medical expenses


  • IRA, SEP, SIMPLE and other retirement plan contributions
  • Casualty and theft losses
  • Medical Savings Accounts
  • Energy Credit Expenditures