Tax Planning Checklist

This checklist is to make sure that you have everything that you will need to prepare your taxes when meeting with your tax advisor.
  • A copy of last year's federal and state income tax returns (if Y&H did not file your prior return)
  • Childcare records, including provider's Tax ID number and address
  • Wage statements (Form W-2, K-1 or 1099 MISC)
  • Interest or dividend income (Form 1099)
  • State and local tax payments (estimates and/or sales taxes)
  • Charitable donations, including non-cash items and mileage
  • Medical expenses, including mileage
  • IRA or other retirement contributions
  • Alimony paid or received
  • Mortgage statements, including home equity loan (Form 1098}
  • Real estate or personal property taxes paid (e.g., on homes, investment property and vehicles)
  • Record of any energy efficient home improvements
  • Student loan interest fees
  • Job related expenses (e.g., tools, uniforms and dues)
  • Casualty or theft losses
  • Last year's tax preparation fees