Individual Tax Return check list

Everybody in US has any sort of income will require to file tax. Here is a list for your reference only. Any tax question please refer to your CPA or any licensed professional for more information.

1. Wage income (Form W-2)
2. Self employment income (Form 1099-MISC)
3. Interest income (Form 1099-Int)
4. Dividend income (Form 1099-Div)
5. Stock transaction details (Form 1099-B and Form 8949)
6. Pension or retirement income (Form 1099R)
7. Social Security income (SSA-1099)
8. Real estate transaction income (Escrow Statement)
9. Rental income and expense
10. Sole proprietor business income and expense
11. Form K-1 from partnership, S-corporation, or Trust
12. Home mortgage interest statement (Form 1098)
13. Real estate tax statements
14. Medical expense includes prescription medicine, medical insurance
and doctors Visit mileage and fees
15. DMV license fee
16. Charity donation receipts
17. Prepaid estimated tax records
18. New home escrow statement & new car purchase statement
19. Cash or non-cash gift or inheritance
20. Child and dependent care Expense with the provider’s ID and address
21. Children Education Expense (Form 1098-T)
22. Other tax related information
If you are a new client, please also provide:
Social Security Number and birthdays for all family members
Previous year tax return
If you have foreign assets:
Foreign Bank, Investment, retirement and Insurance Account Monthly Statements
Foreign Income (Wages, interest, dividends, rental income, etc.)
Foreign Expenses
Foreign Partnership or Corporation Financial Statements & Tax Returns
Foreign Individual Tax Returns
If you are a new green card holder or not sure of your residence filing status in the US, please provide the dates you entered and exited the US for the last three years.

CPA might require more tax info from you.