Tax Preparation List - Lynden's Federal Direct Tax Services - Tax Service Lynden, WA

Tax Preparation Checklist

  • SSNs for you and your dependents
  • Tax ID or SSN, and address of your childcare provider
  • W-2 forms
  • 1099s (Div, Int, R, B, Misc, G, SSA)
  • Jury Duty Pay
  • Alimony Received
  • Self-Employment Income
  • Unemployment Received
  • Gambling and Prize Winnings
  • Any Other Sources of Income (Rent, Business)
  • State and Local Tax Refunds
  • Schedule K-1s
  • IRA Contributions
  • Student Loan Interest Paid
  • Medical Savings Account
  • Moving Expenses
  • Self-Employed Expenses (Insurance, SEP)
  • Educator Expenses
  • Mortgage Interest and Points Paid
  • Charitable Donations
  • Casualty and Theft Losses
  • Real Estate Taxes
  • State and Local Taxes Paid
  • Medical Expenses
  • Unreimbursed Job Expenses