Individual Tax Return Checklist

  • Individual Tax Return Checklist

  • Type of client*
  • Accounting & Tax Planners

    Accounting & Tax Planners

    General Information
  • Date of Birth*
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  • Maritial Status*
  • Date of Birth*
     - -
  • Confirm your Status in US.*
  • Confirm your Spouse's Status in US.*
  • Do you have Dependents?*
  • Rows
  • Accounting & Tax Planners

    Accounting & Tax Planners

    Personal, Filing, and Payment Information
  • Any changes in 2026 to address, occupation, email, telephone number, dependents, or a newborn? For a newborn, provide full name, date of birth, and Social Security number?*
  • Best phone number and email address for discussing tax matters.*
  • Did you move during 2026? If yes, provide the move date and new address.*
  • Driver license attached - front and back, including renewed ID, if applicable.?*
  • Banking and electronic payments. Send banking information even if we already have it on file, so we can confirm it before any refund, direct debit, or tax payment.*
  • If the IRS assigned you an Identity Protection PIN (IP PIN), or if you requested one, provide it before e-filing.*
  • Did you receive your IRS or state refund exactly as filed? If not, provide details and attach related correspondence.*
  • Did you receive any IRS or state notices? Attach copies of all notices.*
  • Accounting & Tax Planners

    Accounting & Tax Planners

    Income Documents and Investment Activity
  • Attach all Forms W-2, 1099, 1098, and the final 2026 paystub from each job.*
  • For stock or mutual fund sales, confirm cost basis is shown and all tax forms from investment accounts have been collected.*
  • Follow up date
     - -
  • Any Social Security benefits? Attach Form SSA-1099 if applicable.*
  • Any IRA contributions, withdrawals, rollovers, Roth conversions, or required minimum distributions (RMDs) in 2026? Confirm whether any required RMD has been taken.
  • Any Schedule K-1 income? Attach the K-1 or provide a 2026 estimate.*
  • K-1 Follow-up Date
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  • Any gambling winnings, unemployment compensation, foreign income, or other taxable income not listed above?*
  • Any cryptocurrency or other digital asset activity in 2026, including receipt, sale, exchange, gift, or disposal?*
  • Accounting & Tax Planners

    Accounting & Tax Planners

    Rental and Real Estate Activity
  • Any rental income in 2026? Report annual rental income, expense, capital improvements and the number of days rented?*
  • If the property was purchased or sold, provide the property closing statement. If any capital improvements were made, provide the amount and date of each expense.*
  • Mortgage and real estate closing support. Attach Form 1098 and any closing statement for a purchase, sale, or refinance.*
  • If mortgage principal exceeded $750,000, provide opening and closing loan balances.*
  • Accounting & Tax Planners

    Accounting & Tax Planners

    Deductions, Credits, and Payments
  • Any charitable cash donations? We do not need the receipt, however, do keep them for your records*
  • Any charitable non-cash donations? If non-cash donations are over $500, provide the date, organization, and amount.*
  • Any childcare or dependent care expenses? Provide provider name, address, tax ID, telephone number, and amount paid.*
  • Did you receive Marketplace or Exchange health insurance? Attach Form 1095-A and related forms.*
  • Any 529 plan contributions or withdrawals? Attach Form 1099-Q or Form 1098-T if applicable.*
  • Itemized deduction support: property taxes, state and local tax payments, medical, dental, and vision expenses, casualty loss support, or investment interest paid.*
  • Did you pay any real estate taxes during 2026?*
  • Any HSA contributions or withdrawals in 2026? Attach Form 1099-SA, Form 5498-SA, or year-end HSA details if applicable.*
  • Any estimated tax payments for 2026? List payment dates and amounts for IRS and state agencies.*
  • Accounting & Tax Planners

    Accounting & Tax Planners

    Foreign Reporting, Dependents, and Busness Activity
  • Any foreign financial accounts, business interests, or income? Provide institution, account number, and maximum balance. Do not send monthly statements. (FBAR-related non-reporting can carry significant penalties.)*
  • Any cash or non-cash gifts received from outside the USA? Provide nature of gift, amount, and date.*
  • Did dependent children file their own returns or have income during 2026? If they filed, indicate in the details whether they filed as a dependent.*
  • If self-employed, provide all income receipts and a detailed summary of business expenses. Do not rely only on Forms 1099.*
  • Date*
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