Tax Form Checklist (Page 2 of 2) in pdf

Tax Form Checklist Page 2

What to Bring to Your Tax Appointment

Detailed List

Deductions – Summarized and totaled

Medical expenses – listed separately for each party on tax return

Contributions – Miles driven, please estimate the value of non-cash donations

1098 forms showing mortgage interest payments

1098-E student loan interest statements

1098-T tuition statements

Scholarship information – amount, restrictions on use of funds

Details of education expenses – tuition, books and equipment, how and when paid for (student’s account

printout if possible)

Classroom supply expenses for teachers

Energy efficient home improvements (windows, insulation, furnace, hot water heater)

Child care costs – name, address, tax ID, amount paid

Union dues, unreimbursed business expenses

Other

1095-A, B, or C forms to show health insurance coverage

1099-LTC forms to document long term care benefits

1099-Q forms from qualified education programs

1099-SA forms showing distributions from health savings accounts

5498 forms showing IRA contributions

5498-SA forms showing health savings account information

Estimated tax payments made

Prior year refund applied to this year

Carry-over capital gains losses from the previous year

Carry-over state credits from the previous year(s) such as Child Care Credit

Any tax-related communication from Oregon or the IRS during the past year

Tax Form Checklist Page 2