Tax Site logo2018 Tax Site: What to Bring Checklist

Click here to download a printable pdf of the checklist.

❏ 2016 tax return: REQUIRED if you itemized deductions in 2016 or carry forward a loss AND did not do your return at CAD
❏ Valid photo I.D.
❏ Acceptable verification of social security numbers for all persons listed on the return (SSN card or document issued by Social Security Administration)
❏ Birth date for all persons listed on the return
Income statements or forms for 2017:

❏ Wages from each job (Form W-2)
❏ Independent contractor (Form 1099-MISC) ❏ Interest (Form 1099-INT)
❏ Dividends (Form 1099-DIV)
❏ Retirement plan distributions (Form 1099-R) ❏ Gambling winnings (Form W-2G)
❏ Unemployment (Form 1099-G)
❏ Social Security (Form SSA-1099)
❏ Railroad Retirement (Form RRB-1099-R)

❏ Annual income statements for MFIP, SSI, MSA, GA, veterans benefits, or workers compensation
❏ Receipts for education expenses you paid for your dependents in grades K-12, such as tutoring, music lessons, rental/purchase of instruments, school supplies, computer software or hardware
❏ Tuition expenses you paid to attend university, college or technical school (Form 1099-T)
❏ Interest you paid on student loans (Form 1099-E)
❏ Day care expenses you paid for dependent children, with provider's name, address and tax ID (EIN or SSN)
❏ Letters acknowledging charitable donations of cash or up to $500 in non-cash items.
Purchasers of Marketplace health insurance: APTC documentation (Form 1095-A  is required). All other taxpayers, bring Form(s) 1095-B or 1095-C.
Health Savings Accounts Form 5498-SA or 1099-SA
Homeowners: Mortgage interest & real estate taxes paid in 2017 (Form 1098) & Statement of Property Tax payable in 2018, mailed in March 2018.
Renters: Certificate of Rent Paid (CRP) in 2017 from each landlord, mailed by January 31, 2018
Mobile home owners: Statement of Property Tax payable in 2018 mailed by the county AND Certificate of Rent Paid in 2017 from mobile home park.