Tax Prep Checklist

1. Gather All Documents

W-2s for each job held in the previous year for each person in the household, this form comes directly from your employer and includes your name, wages, and other tax information to the IRS 1099s showing other income (unemployment, social security, school loans, health care reimbursement, state tax refund, gambling winnings, contract work) that is reported to the IRS 1098s showing payments you've made (school loans, property tax) Statements for income/interest received for any savings account/investments Bank account numbers for automatic deposit of refund Previous year's tax return

2. Information on household members

List the name and taxpayer Social Security number or the Individual Taxpayer Identification Number for: