The Ultimate Tax Preparation Checklist 2022

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Jun 17, 2022

The Ultimate Tax Preparation Checklist 2022

The Ultimate Tax Preparation Checklist

The Ultimate Tax Preparation Checklist

Personal Information

  • Social Security Numbers
  • Driver License Information
  • Copy of last year’s return
  • Bank Account Information
  • DOB of everyone on the return

Income or Investments

  • W-2, 1098, 1099 Forms
  • Stock Investments
  • IRA/401K Contributions
  • Other Incomes or Benefits
  • Loan Statements

Home

  • Mortgage Interest
  • Closing Documents
  • Energy Efficient Receipts
  • Paid Real Estate Taxes
  • Insurance Premiums

Rental Property

  • Receipts For Repairs, Inspections
  • Rental Income
  • Taxes Paid
  • Mileage For Repairs, Inspections
  • Mortgage Interest
  • Insurance Premiums

Business

  • Tax ID
  • Income/Expenses
  • Capital Assets/Equipment
  • Mileage Log
  • Health Insurance Premiums

Other Deductions

  • 1098 Form
  • Child Tax Credit
  • Vehicle Purchase Sales Tax
  • Childcare Expenses
  • Moving Expenses
  • Amount Paid For Last Year’s Tax Prep
  • Paid State/Local Income Tax- last year
  • Charitable Donations
  • Adoption Expenses
  • Educational Expenses

Healthcare

  • Form 1095-A, 1095-B or 1095-C
  • HA Information
  • Health Insurance Payments
  • Dental/Medical/Vision Expenses
  • Medical Equipment

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