TAX CHECKLIST

Last year's taxes, both federal and - if applicable - state return.

Social Security numbers or ITIN for yourself, your spouse and all dependents.

INCOME

- W-2 forms

- 1099 forms

- Rental income and related expenses  

- Unemployment 

- Summary of income if self-employed

- Retirement income

- Interest and dividends

- Net income from corporation or partnership, form K-1

DEDUCTIONS

- Retirement account contributions

- Educational expenses

- Medical bills

- Property taxes and mortgage interest

- Charitable donations

- Classroom expenses

- State and local taxes

- Child care expenses (daycare, nanny, summer camp)

- If you were covered by Marketplace aka Obama Care bring form 1095-A

- Business expenses if self-employed

- Unreimbursed employee expenses

PAYMENTS 

Proof of estimated payments made during the 2017 if any.