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  2023 Tax Preparation Check-List  

Before you start preparing your income tax return, follow this checklist for clarity. Mark the relevant areas and ensure you have the necessary information on hand. It's even better if you attach the list to your personal information.

Checklist

Essential Information :

  • Provide a copy of your state driver’s license or ID (front and back) for all household members with licenses.

  • Social Security numbers and dates of birth for you, your spouse, and your dependents.

  • Details about your income, including W-2 and 1099-MISC forms.

  • SSA-1099 for Social Security benefits, 1099-R, Form 8606 for IRA or retirement plan distributions, and 1099-INT, -DIV, -B, or K-1s for investment or interest income.

Common Requirements :

  • 1099-S forms for property sale income.

  • Miscellaneous income sources like jury duty, gambling winnings, Medical Savings Account, scholarships, etc.

  • Copies of last year’s tax return (helpful but not required).

  • Bank account number and routing number for direct deposit of your refund.

Income Reduction Items :

  • Records of IRA contributions.

  • Receipts for energy-efficient home improvements.

  • Records of Medical Savings Account (MSA) contributions.

  • Self-employed health insurance payment records.

  • Records of moving expenses, alimony paid, and contributions to self-employed pension plans.

Deductions and Credits :

  • Child care costs, education costs, and adoption costs.

  • Forms 1098 for mortgage interest, PMI, and points paid.

  • Investment interest expenses.

  • Charitable donations, medical and dental expenses, and casualty and theft losses.

  • Records of other miscellaneous tax deductions and home business expenses.

Taxes You've Paid :

  • State and local income taxes, real estate taxes, personal property taxes, and vehicle license fees.

Other Information :

  • Estimated tax payments (for the self-employed).

  • Prior-year refund applied to the current year and/or any amount paid with an extension to file.

  • Foreign bank account information (location, bank name, account number, peak value during the year).

We welcome any questions or comments you may have. Feel free to contact us at any time

Landmark Tax Service – 99 Tulip Avenue, Suite 201 | Floral Park, NY 11001

Please feel free to contact us directly here.

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