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TaxChek Tax Service

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TaxChek Checklist

Documents you may need to provide to TaxChek:

Personal Information


*Social security number or tax ID number.

*Spouse’s full name, social security number or tax ID number, date of birth.

*Identity Protection PIN, (if one has been issued to you by the I.R.S.), your spouse, or your dependent.

*Routing and account numbers to receive your refund by direct deposit or pay your balance due if you choose.

*Foreign reporting and residency information - if applicable.


Dependent(s) Information


*Dates of birth and social security numbers or tax ID numbers.

*Childcare records (including the provider's tax ID number) if applicable.

*Income of dependents or other adults in your home.

*Form 8332 showing that the child’s custodial parent is releasing their right to claim a child to you, the noncustodial parent (if applicable).


Sources of Income


Employed

*Forms W-2.


Unemployed

*Unemployment (1099-G).


Self-Employed

*Forms 1099, Schedules K-1, income records to verify amounts not reported on 1099-MISC or 1099-NEC.

*Records of all expenses — check registers or credit card statements, and receipts.

*Business-use asset information (cost, date placed in service, etc.) for depreciation.

*Office in home information, if applicable.

*Record of estimated tax payments made (Form 1040–ES).


Rental Income


*Records of income and expenses.

*Rental asset information (cost, date placed in service, etc.) for depreciation.

*Record of estimated tax payments made (Form 1040–ES).


Retirement Income


*Pension/IRA/annuity income (1099-R).

*Traditional IRA basis (i.e., amounts you contributed to the IRA that were already taxed).

*Social security/RRB income: SSA-1099, RRB-1099.


Savings & Investments or Dividends


*Interest, dividend income (1099-INT, 1099-OID, 1099-DIV).

*Income from sales of stock or other property (1099-B, 1099-S).

*Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B).

*Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC).

*Expenses related to your investments.

*Record of estimated tax payments made (Form 1040–ES).

*Transactions involving cryptocurrency (Virtual currency).


Other Income & Losses


*Payment Card and Third Party Network Transactions - 1099-K.

*Gambling income (W-2G or records showing income, as well as expense records).

*Jury duty records.

*Hobby income and expenses.

*Prizes and awards.

*Trust income.

*Royalty Income 1099–MISC.

*Any other 1099s received.

*Record of alimony paid/received with ex-spouse’s name and SSN.

*State tax refund.


Types of Deduction



Home ands Vehicle Ownership


*Forms 1098 or other mortgage interest statements.

*Real estate and personal property tax records.

*Receipts for energy-saving home improvements (e.g., solar panels, solar water heater).

*Electric vehicle information.

*All other 1098 series forms.


Charitable Donations


*Cash amounts donated to houses of worship, schools, other charitable organizations.

*Records of non-cash charitable donations.

*Amounts of miles driven for charitable or medical purposes.


Medical Expenses


*Amounts paid for healthcare, insurance, and to doctors, dentists, and hospitals.

*Amounts paid for qualified insurance premiums if paid outside of the Marketplace or an employer provided plan.


Health Insurance


*Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange).


Childcare Expenses


*Fees paid to a licensed day care center or family day care for care of an infant or preschooler.

*Amounts paid to a baby-sitter or provider for care of your child under age 13 while you work.

*Expenses paid through a dependent care flexible spending account at work.


Educational Expenses


*Forms 1098-T from educational institutions

*Receipts that itemize qualified educational expenses.

*Records of any scholarships or fellowships you received.

*Form 1098-E if you paid student loan interest.


K-12 Educator Expenses


*Receipts for classroom expenses (for educators in grades K-12).


State and Local Taxes


*Amount of state and local income or sales tax paid (other than wage withholding).

*Invoice showing amount of vehicle sales tax paid and / or personal property tax on vehicles.


Retirement & Other Savings


*Form 5498-SA showing HSA contributions.

*Form 5498 showing IRA contributions.

*All other 5498 series forms (5498-QA, 5498-ESA).


Federally Declared Disaster


*City/county you resided/worked/had property in.

*Records to support property losses (appraisal, clean-up costs, etc.).

*Records of rebuilding/repair costs.

*Insurance reimbursements/claims to be paid.

*FEMA assistance information.

Check the FEMA website to see if your county has been declared a federal disaster area.

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