US Tax Return Checklist

To help you assemble your financial information for the preparation of your tax return, please keep this checklist handy. Complete the checklist and return it to us assembled together with your financial information.

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General InformationYes/No/NAProvide Details
a. Change in address Provide complete mailing address:
b. Dependant children Provide full details: names, birthdays, Social Security Number, details of income (if any)
if over 19 and at University, details:
c. Marital status changed Date and details. (Note that you are considered married if living common law.)
d. Spouse If I am not preparing a tax return for your spouse, provide full details of spouse's income for the year, SSN, etc.
e. Provide a copy of last year's 1040 tax return. (Only if I did not prepare your return last year.)
Employment & Other IncomeYes/No/NAProvide Details
a. Regular earnings W2 form. Enter name of each employer:
b. Commission and other earnings W2 form. Enter name of each employer:
c. Director's fees W2 form. Enter name of each employer or provide details:
d. Profit sharing income Full details
e. Loans from employer Full details
Pension, Retirement, Annuity Income Yes/No/NAProvide Details
a. Pension/IRA/Annuity income 1099-R
b. Social security 1099-SSA
c. Railroad retirement board income RRB-1099

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