1040 Individual Checklist

Anderson Tax Service

1403 Foothill Blvd, Suite A
La Verne, CA 91750
phone & fax (909) 593-0355
clients@andersontaxservice.com

1040 Individual Checklist

This is a basic checklist for individual returns, filed on Form 1040. Additional information may be necessary, which we can collect at your tax appointment.

New clients, please bring a copy of last year’s federal and state tax returns and supporting documents. We’ll have this information on file for returning clients.
Driver License or State ID card for each taxpayer.
For new dependents we’ll need their Social Security number and date of birth.
W2s, 1099s, Social Security statements, and other tax documents.
Real estate transactions: final closing statements for sales, purchases, and refinances.
Records of other income and expenses:

Mortgage interest statements
Property tax statements
Stock or asset sale information
Small business income and expenses

Interest income statements
Dividend income statements
Rental income and expenses

DMV vehicle license fees, and new car purchase contracts.
Contributions to charitable institutions -- totals for cash, check, or items.
Any information for possible credits, including plug-in electric vehicles, energy efficient improvements, the retirement saver’s credit, or the California renter’s credit.
Child care expenses: we’ll need the EIN (Employer Identification Number) or Social Security number of the provider, along with name, address, phone number, and amounts.
Education expenses: tuition receipts and other required education expenses along with form 1098-T. Also, Student Loan Interest, shown on form 1098-E.
Medical expenses: including doctor and specialist visits, hospital and surgery out-of-pocket costs, prescriptions, and medical mileage.
Health insurance: Affordable Care Act or Covered California statements, if applicable. Possible forms could include 1095-A, 1095-B, or 1095-C.
Estimated tax payments, if applicable. We’ll need the amounts and dates paid.