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2022 Tax Checklist

Bydon

Here’s a basic tax return checklist to help ensure you have everything you need to file your 2022 tax return:

Download complete checklist here:

Checklist:

  • A copy of your 2021 tax returns (If we prepared your 2021 returns we have them on file)
  • Name, Social Security number and date of birth for taxpayer, spouse and all dependents
  • Bank routing & account numbers for direct deposit
  • All 2022 W-2 Forms
  • Health Insurance
    • Form 1095-A (for health insurance through Market Place)
  • All 1099 Forms including but not limited to:
    • 1099-Misc (self- employment income statements)
    • 1099–INT (interest income)
    • 1099–DIV (dividends earned) o 1099–B (stock and securities sales) o 1099–G (other compensation)
    • 1099–R (pension and Annuity income)
    • 1099–S (proceeds from real-estate transactions)
    • 1099–SA (distributions from medical savings accounts)
    • SS-1099 (from social security income)
  • All 1098 Forms including but not limited to: o
    • 1098 Mortgage Interest Statement
    • 1098–E (Student Loan Interest)
    • 1098–T (Tuition Statement)
  • Any virtual currency transactions for 2022 (Crypocurrency, NFTS)
  • Real Estate Property Taxes paid
  • Settlement Statements for property bought or sold in 2022.
  • For renters: Address of residence, name and address of landlord, amount of rent paid in 2022, and # of months rented.
  • of months rented
  • Personal Property Taxes paid (found on vehicle registrations)
  • Amounts and dates of Quarterly Estimated Tax Payments for 2022.
  • Charitable contribution receipts, statements and mileage
  • Medical Expenses, including mileage
  • Dependent care (daycare) expenses (include amount paid, providers name, and SS or EIN #)
  • Schedule K-1’s from Partnership, S-corporation, or Trust
  • Income and expenses from businesses you own including business mileage
  • Rent income and expenses for all units owned during 2022
  • Any additional forms that say “Important Tax Document”