TAX PREPARATION CHECKLIST

DEDUCTIONS & CREDITS

• Childcare provider info (name, address, EIN or SSN)
• College tuition and expenses (Forms 1098-T and 1098-E)
• Medical and dental expense records
• Mortgage interest and real estate taxes (Form 1098)
• Charitable donations (with receipts)
• Health insurance forms (1095-A, B, or C)
• IRA contributions and student loan interest
• HSA/MSA contributions
• Records of alimony paid or received