tax-checklist-header-1000

Individual
Tax Return Checklist

Taxes have never been easier

First, take a look at the list below.

Next, determine which items on the list apply to you.

Once you collect all necessary documents and information, upload it to us using Suralink. For more information about Suralink, read our Guide to Tax Season.

Once we've received everything, our tax team can begin to work their magic.

 

filelock

General Documentation

If we prepared your tax return last year:

  • Review the information request we emailed you
  • Review the other lists on this page for any changes in the last year!

 

If we did not prepare your tax return last year, please upload the following for you, your spouse, and any children or dependents:

  • Driver's license
  • Social security card
  • Previous federal & state income tax returns (previous 3 years)
  • Anything else that applies to you from the other lists on this page!

 

Homeowner Deductions

  • 1098 (Mortgage Interest)
  • Any other mortgage interest statement
  • Real estate & personal property tax payments
  • Receipts for energy-saving home improvements
  • 1099-S (Real Estate Sales)
  • Form HUD-1 for Real Estate Sales/Purchases

Income

  • W-2 (Wages) 
  • W-2G (Gambling)
  • 1099-G (Government Payments)
  • 1099-MISC (Rents, etc.)
  • 1099-NEC (Contractor Income)
  • 1099 (Any other type)
  • Received alimony
  • Hobby income
  • Prizes and awards received

 

Healthcare & Medical

  • 1095-A (Health Insurance)
  • 1095-B (Health Insurance)
  • 1095-C (Health Insurance)
  • 1099-SA (Health Savings Account)
  • 5498-SA (HSA Contributions)
  • Healthcare insurance, doctor, dentist, hospital, etc. payment details
  • Miles driven for medical purposes


Tax Tip:

Send over as much information as you can — our advisors will help determine what's important and what's not.

Charities & Donations

  • Cash amounts donated
  • Non-cash charitable donations
  • Miles driven for charitable purposes

 

Retirement

  • 1099-R (Retirement)
  • 1099-SSA (Social Security)
  • 1099-LTC (Long Term Care)
  • 5498 (IRA Contributions)
  • Traditional IRA Basis

Rental Property

  • Records of income and expenses
  • Rental asset information for depreciation
    • Cost
    • Date placed in service
    • Any additional info

 

Investments

Education

 

Other

  • Childcare information
    • EIN & amount paid
  • Receipt for vehicle, boat, or large purchase sales tax paid
  • Alimony paid
  • Record of estimated tax payments made
  • Any other tax information statements

All documents should be uploaded to your personalized secure Suralink portal.

For more info about Suralink, read our Guide to Tax Season.

cloudlock

Have a Question?

Please reach out to your DiMercurio Advisors team member or Contact Us.
Resources
Solutions
About Us
Recent articles:

Copyright © 2021-2024 DiMercurio Advisors LLC. All rights reserved.