This checklist is provided to help you gather necessary information for us to prepare your 2023 income tax return. It is tedious and gruleing, but if you do it we and you will not miss anything.

General Information and Prior Year Documentation
[ ] Proof of identity for those claimed on the return (driver's license or state issued ID, Social Security card,
birth certificates for children. etc.)

[ ] Depreciation schedules from prior years for businesses, rentals, etc.
Current Year Income Documentation
[ ] Wage and tax statements (Form W-2)
[ ] Gambling income (Form W2-G)
[ ] IRA distributions, pensions, and annuities (Form 1099-R)
[ ] Dividend income (Form 1099-DIV)
[ ] Interest income (Form 1099-INT)
[ ] Miscellaneous income (Form 1099-MISC)
[ ] Nonemployee compensation (Form 1099-NEC)
[ ] Unemployment compensation and other government payments (Form 1099-G)
[ ] Credit card, debit card, and third-party network transactions (Form 1099-K)
[ ] Reportable payment transactions
[ ] Social Security benefits (Form SSA-1099)
[ ] Railroad retirement benefits (Form RRB-1099)
[ ] Income from partnerships, S corporations, estates, and trusts (Schedule K-1)
[ ] Basis information for any partnerships and S corporations
[ ] Documentation of brokerage transactions and disposition of capital assets (Form 1099-B)
[ ] Proceeds from real estate transactions (Form 1099-S)
[ ] Self-employed business income (Schedule C)
[ ] Farm income (Schedule F)
[ ] Farm rental income (Form 4835)
[ ] Income from rental real estates and royalties (Schedule E)
Other Income (provide supporting documentation for income received for the following items)
[ ] Sale of assets or property
[ ] Cancellation of debt
[ ] Other income _________________________________________________________
Payments (provide supporting documentation for payments made for the following items)
[ ] Educator classroom expenses
[ ] Employee business expenses
[ ] Contributions to a Health Savings Account
[ ] Expenses related to work relocation with the military
[ ] Alimony
[ ] Student loan interest
[ ] Refunded student loan interest payments
[ ] Student loan forgiveness
[ ] Tuition and fees for higher education
[ ] Expenses related to child or dependent care
[ ] Contributions to a Retirement Savings Account
[ ] Medical and dental expenses
[ ] Real estate taxes
[ ] Other state and local taxes


[ ] Mortgage interest
[ ] Investment interest
[ ] Cash contributions
[ ] Noncash contributions (provide organization name)
[ ] Unreimbursed employee expenses
[ ] Investment expenses
[ ] Gambling losses
[ ] Other payments _________________________________________________________

Personal Information
Yes No
[ ] [ ] Did your marital status change during the year?
If "Yes," explain. _________________________________________________________
[ ] [ ] Did your name change during the tax year?
If "Yes," explain. _________________________________________________________
[ ] [ ] If your filing status is married, but you are filing separately from your spouse, did you and your spouse
live apart for the last six months of 2023?
[ ] [ ] Can you or your spouse be claimed as a dependent by someone else?
[ ] [ ] Did your address change during the year?
[ ] [ ] Were you, your spouse, or any dependents a victim of identity theft?
If "Yes," explain. _________________________________________________________
[ ] [ ] Were you, your spouse, or any dependents issued an Identity Protection PIN (IP PIN)?
If "Yes," provide Notice CP01A from the IRS.
Provide proof of identity to be eligible to e-file your tax return (driver's license or state-issued photo ID)

Dependent Information
Yes No
[ ] [ ] Did you have any changes in dependents during the year?
If "Yes," explain. _________________________________________________________
[ ] [ ] Can another person qualify to claim any of your dependents?
[ ] [ ] Did you have any child or dependent care expenses during the year?
[ ] [ ] Did you have any adoption expenses during the year?
[ ] [ ] Did you have any children under age 19 or a full-time student under age 24 with more than $2,500 of
unearned income?
Provide documentation for proof of dependent credits (school records, medical records, daycare records, etc.)

Health Care Information
Yes No
[ ] [ ] Did any member of your household have healthcare coverage through the Marketplace (Obamacare)?
If "Yes," provide copies of Form 1095-A.
[ ] [ ] Did you receive any distributions from a Health Savings Account (HSA), Archer MSA, or Medicare Advantage
MSA during the year?

Income, Purchases, Sales, and Debt Information
Yes No
[ ] [ ] Did you receive any tips not reported to your employer?
[ ] [ ] Did you receive any disability income during the year?
[ ] [ ] Did you cash in any U.S. savings bonds during the year?
[ ] [ ] Did you start a new business or purchase any rental property during the year?
[ ] [ ] Did you sell an existing business, rental property, or other property during the year?
[ ] [ ] Did you purchase any business assets or convert any assets to business use?
If "Yes," provide the cost of the asset, the date it was placed in service, and the business use
percentage.
[ ] [ ] Did you purchase any gasoline, diesel, or special fuels for off-road business use?
[ ] [ ] Did you buy or sell any stocks, bonds, or other investments during the year?
[ ] [ ] Did you sell a principal residence during the year?
If "Yes," provide closing documentation for the purchase and sale of the home.
[ ] [ ] Did you have a principal residence or a piece of real property foreclosed on during the year?
[ ] [ ] Did you abandon a principal residence or a piece of real property during the year?
[ ] [ ] Did you refinance your principal home or second home or take out a home equity loan during the year?
If "Yes," provide all escrow, closing, and other pertinent documentation and information.
[ ] [ ] Did you receive any principal or interest during this year from property sold in prior years?

Other sources of income
[ ] [ ] Did you rent out your home or use it for business?
[ ] [ ] Did you sell, exchange, or purchase any real estate during the year?
[ ] [ ] Did you acquire a new or additional interest in a partnership or S corporation?
[ ] [ ] Did you have any debts canceled or forgiven this year?
[ ] [ ] Does anyone owe you money that has become uncollectible?
[ ] [ ] Did you purchase a new or previously owned clean vehicle (electric vehicle, plug-in hybrid, fuel-cell
vehicle, qualified commercial clean vehicle) during the year?
If "Yes," provide the report the dealer or seller is required to provide to you.
[ ] [ ] Did you receive income or incur expenses associated with a fantasy sports league?
If "Yes," provide documentation.
[ ] [ ] Did you receive income or incur expenses associated with car sharing (e.g., Lyft or Uber)?
If "Yes," attach Form 1099-MISC, Form 1099-NEC, or Form 1099-K.
[ ] [ ] Did you receive income or incur expenses associated with freelancing (e.g., Upwork or TaskRabbit)?
If "Yes," attach Form 1099-K or Form W-2.
[ ] [ ] Did you receive income or incur expenses associated with fashion sharing (e.g., Poshmark or thredUP)?
If "Yes," provide documentation.
[ ] [ ] Did you receive income or incur expenses associated with crowdfunding (e.g., Kickstarter or Indiegogo)?
If "Yes," attach Form 1099-K.
[ ] [ ] Did you receive income or incur expenses associated with a short-term rental (e.g., Airbnb, VRBO or
HomeAway)?
If "Yes," provide documentation.
[ ] [ ] Did you receive income or incur expenses as an independent contractor (e.g., Shipt, Instacart, DoorDash)?
If "Yes," provide documentation.
[ ] [ ] Did you receive any other income you have not provided information for with this organizer?
If "Yes," explain. _________________________________________________________

Itemized Deduction Information
Yes No
[ ] [ ] Did you pay out-of-pocket medical or dental expenses (premiums, prescriptions, mileage, etc.) during the
year?
[ ] [ ] Did you pay any long-term care premiums for yourself, your spouse, or a dependent during the year?
[ ] [ ] Did you receive any state or local income tax refunds from prior years?
[ ] [ ] Did you make any major purchases (vehicle, boat, etc.) during the year?
[ ] [ ] Did you pay any real estate property taxes or personal taxes during the year?
[ ] [ ] Did you pay mortgage interest during the year?
[ ] [ ] Did you make cash donations to charity during the year?
[ ] [ ] Did you make noncash donations to charity (clothes, furniture, etc.) during the year?
[ ] [ ] Did you donate a boat or vehicle during the year?
If "Yes," attach Form 1098-C.
[ ] [ ] Did you have gambling winnings or losses during the year?
[ ] [ ] Did you have any job-related expenses that were not reimbursed by your employer (uniforms, safety
equipment, etc.)?
[ ] [ ] Did you use your vehicle on the job other than for commuting to work?
[ ] [ ] Did you work out of town at any time during the year?
Retirement Information
Yes No
[ ] [ ] Did you make any contributions to an IRA, Roth, Keogh, SIMPLE, SEP, 401(k), or other qualified retirement
plan during the year?
[ ] [ ] Did you make any withdrawals or receive distributions from a pension or profit-sharing plan, IRA, Roth,
Keogh, SIMPLE, SEP, 401(k), or other qualified retirement plan during the year?
[ ] [ ] Did you execute any rollovers from an IRA, Roth, Keogh, SIMPLE, SEP, 401(k), or other qualified
retirement plan during the year?
[ ] [ ] Did you receive any Social Security benefits during the year?

Education expenses
Yes No
[ ] [ ] Did you pay tuition expenses that were required for attending college, university, or vocational school
for yourself, your spouse, or a dependent during the year (even if classes were attended in another
year)?
[ ] [ ] Did anyone in your household attend a post-secondary school during the year?
[ ] [ ] Did you make a contribution to or receive a distribution from an Education Savings Account or Qualified
Tuition Program during the year?
[ ] [ ] Did you pay student loan interest for yourself, your spouse, or your dependents during the year?
If "Yes," provide the amount of interest that was refunded.
[ ] [ ] Did you receive forgiveness on a qualifying federal student loan?

Foreign Tax Information-we do FBAR reporting (Foregin Bank Account Reporting)
Yes No
[ ] [ ] Did you have a financial interest in or signature authority over a financial account or asset located in
a foreign country?
[ ] [ ] Did you receive a distribution from, or were you a grantor of, or transferor to, a foreign trust?
[ ] [ ] Did the aggregate value of your foreign accounts exceed $10,000 at any time during the year?
[ ] [ ] Did you have any income from, or pay taxes to, a foreign country?
[ ] [ ] Did you receive a Schedule K-3 from a partnership or S corporation?
[ ] [ ] Did you have ownership in a foreign corporation at any time during the year?
[ ] [ ] Did you own property in a foreign country?

Refund, Withholding, and Estimated Tax Information
Yes No
[ ] [ ] If you have an overpayment of 2023 taxes, do you want the refund applied to your 2024 estimated taxes?
[ ] [ ] Did you make any estimated payments toward your 2023 taxes?
[ ] [ ] Did you apply an overpayment of your 2022 taxes to your 2023 estimated taxes?
[ ] [ ] Do you want to have any refund or balance due directly deposited or withdrawn?
If "Yes," provide a canceled checking or savings slip.
[ ] [ ] Do you anticipate your income or withholdings to be different for 2024?

Miscellaneous Information
Yes No
[ ] [ ] Did you receive, sell, exchange, gift, or otherwise dispose of any digital asset or financial interest in
any digital asset?
[ ] [ ] Did you incur a gain or loss due to damaged or stolen property, while living in a federally declared
disaster area?
If "Yes," provide the incident date, value of the property, amount of insurance reimbursements, and
the declaration number assigned by FEMA.
[ ] [ ] Did you pay wages to any household employees (babysitter, nanny, housekeeper, etc.)?
[ ] [ ] Did you make gifts to any one person in excess of $17,000 during the year?
Yes No
[ ] [ ] If "Yes," are you splitting the gift with your spouse?
[ ] [ ] Did you incur moving expenses with the military during the year?
[ ] [ ] Did you make any energy-efficient improvements to your main home during the year?
[ ] [ ] Are you a business owner who paid health insurance premiums for your employees during the year?
[ ] [ ] Did you receive a cash payment or digital asset of more than $10,000 in one transaction or two or more
related transactions during the year?
Yes No
[ ] [ ] If "Yes," was Form 8300, Report of Cash Payment over $10,000 Received in Trade or
Business, filed?
[ ] [ ] Do you own interest or shares in or did you dispose of a Qualified Opportunity Fund during the year?

[ ] [ ] Did you make any purchases subject to use tax during the year?
If "Yes," provide details.
[ ] [ ] Did you receive any notices from the IRS or state taxing authority?
If "Yes," explain. _________________________________________________________
[ ] [ ] May the IRS discuss your tax return with your preparer?
[ ] [ ] Would you like a copy of your tax return sent to you electronically instead of receiving a printed copy?

Let us Know when we speak
Was your previous insurance policy canceled in 2023?
Are you a member of a healthcare sharing ministry?
Did you live in the United States the entire year?
Do any of the following apply to you? Do NOT indicate which one.
Became homeless
Evicted in the past six months, or facing eviction or foreclosure
Received a shut-off notice from a utility company
Recently experienced domestic violence