Tax Preparation Checklist

Social Security/ITIN Numbers and Birthdates for taxpayer, spouse, and dependents. (Note: In-Person VITA and GetYourRefund require you to provide physical cards)

Income Documents for Taxpayer and Spouse (Forms W-2, 1099, Self-Employment Income, etc.)

Form 1098-T if tuition was paid to an educational institution, or if a scholarship was received.

If self-employed: Business expenses and mileage.

Access to cell phone, computer, and printer (If Self-Filing or using GetYourRefund).

For VITA – Printed and Completed Intake Form 13614 (If possible).

All qualified college education expenses (books, course materials, etc.)

Childcare expenses: name, address, Tax ID or Social Security Number of your child care provider.

Retirement/IRA: Amount contributed to an IRA (Individual Retirement Account) that is not deducted from your wages with your current employer.

Educator expenses for teachers K-12 (school supplies and materials used in the classroom).

Charitable donations: list of contributions and amounts, receipts for contributions over $250.

DMV registration bill

Mortgage interest statement (Form 1098) and property taxes paid.

Out-of-Pocket Medical Expenses.