Tax Documents Checklist

The following is a list of some common items needed to complete tax returns. You can downloaded checklist here * NOT ALL MAY APPLY *

*** For Organizers please see Our Organizers page *** *** Submit documents via Documents Upload page or send via email at Documents@sos-accountants.com ***

  • ○ Client Organizer (REQUIRED for New Clients; recommended for existing clients)

    ○ Last Year's Tax Return (REQUIRED for New Clients)

    ○ Social Security Numbers and Birth Dates (for all individuals listed on the tax return)

    ○ Birth Certificates (REQUIRED for new dependents)

    ○ Death Certificate (REQUIRED if taxpayer or spouse died during tax year).

  • ○ W-2 from all employers

    ○ 1099-NEC - Self-employed/gig/ind. contractor work (must provide completed Profit & Loss Organizer)

    ○ 1099-MISC - Rents, royalties, or other miscellaneous income

    ○ 1099-G - Unemployment compensation and/or state tax refunds

    ○ 1099-R - Distributions from pensions, IRAs, and annuities

    ○ 1099-SA - Social security benefits

    ○ 1099-INT - Interest income

    ○ 1099-DIV - Dividend income

    ○ 1099-B - Proceeds from stock transactions (provide stock purchase price if not listed on statement)

    ○ W-2G - Gambling winnings (provide losses as well)

    ○ Schedule K-1 - Income from Partnerships/S-corps, Trusts, Estates

    ○ Alimony Received - for agreements dated 12/31/2017 or earlier

    ○ 1099-S - Sale of Real Estate (must provide closing statement & completed Sale of Property Organizer)

    ○ Rental Income Organizer (new clients with pre-existing Rentals must provide Depreciation schedule)

    ○ 1099-Q - Distributions from Qualified Tuition Plans

  • ○1098 - Mortgage Interest Statement (for all mortgages incl. HELOCs)

    ○Real Estate Taxes Paid (all properties)

    ○Estimated Income Tax Payments for Federal or State(s) (must provide dates)

    ○Alimony Paid (provide name, SSN, & address of recipient) - for agreements dated 12/31/2017 or earlier

    ○1098-T - Education Expenses from Qualified Institution

    ○1098-E - Student Loan Interest Paid

    ○Qualified Tuition Plan Contributions (must provide end of year statement) - i.e. 529 plans

    ○Childcare Expenses Paid for dependents under 13 (must provide full name, address, & Tax ID or provider)

    ○Retirement Plan Contributions for IRAs, Keogh, etc (must specify type and provide amounts)

    ○Medical Expense Receipts/Statements (must exceed 7.5% of adjusted gross income)

    ○Unreimbursed Work Expenses (i.e. Union Dues)

    ○Charitable Contribution Receipts/Statements (cash or non-cash must be clearly stated)