Tax Preparation Checklist
Personal Information
Driver’s License
Social security for all family members
Copy of most recently filed tax
return if not prepared by us
Childcare: Annual amount paid
Provider Name, address, EIN/SS
Record of Current Federal &
State Estimated tax payments
Amount paid with extension
Income
Annual wage statement: W2,
Interest & Dividend Statement
1099 Int/1099 DIV
Social Security Statement
IRA Pension/Retirement
distribution Statement 1099R
Rental Income
Self-employment Income
with Expenses & equipment purchased
Unemployment Compensation Form
Partnership Estate or S-Corporation
Schedules K-1
Gambling and lottery winnings 1099 G
Real Estate sale or sale of residence –
Brokerage Year-end Tax Statements
Cost Basis for all stock/mutual fund sales
Jury duty pay
Gambling and lottery winnings 1099 G
Any other income received during the year
Deductions
Mortgage & home equity
interest statements
Property Tax
2024 Client
Questionnaire
Please download this form, digitally fill it out and email it back to office@stubbstax.com
Someone will be back to you within 1-3 business days from the Stubbs Tax Office.
