A Complete Checklist To Help You Prepare Your Tax Returns

By Zalonka CPA, PLLC |


At Zalonka CPA, PLLC, we understand that tax preparation can be quite a challenge. Without professional help, it can be viewed as a stressful or laborious task, but with a little preparation, you can handle your tax returns quickly and easily.

As experts in tax filing, we’ve created a handy checklist to help you complete your taxes with as little stress as possible. Follow our checklist to file your tax returns accurately on time, so that you can get back to the other important things in life.

1. Make sure you have all your wage and salary income information.

2. Ensure you have your Form 1095 to verify your insurance coverage during the past year.

3. Make sure you have all dividend and interest income records.

4. Gather all your other income items (including 1099 and K-1 forms received). If you have gambling winnings, make sure you gather your gambling losses during the year.

5. For stock or property sales, enclose the broker’s statements, Form 1099-B, and real estate transaction papers.

6. For dependent children, you need to gather child care paid and organizations paid for their care. Also, ensure you have the dependents’ social security numbers and date of birth.

7. Gather deduction information for medical and dental expenses, mortgage interest deductions (Forms 1098), real estate and state income tax paid, and charitable contributions.

8. Gather any rental, royalty, or farming income and related expense records.

9. If you have rental properties, make sure you send out Forms 1099-Misc to individuals you paid $600 or more during the year. Failure to do so may result in IRS penalties and may disqualify you from being eligible for the new qualified business investment credit.

10. For self-employed businesses, gather all your income and expenses including property and assets you purchased for use in the company (you will need the date of purchase, cost, and description of property).

11. Make sure you send our 1099-Misc forms for any businesses that you have where you paid $600 or more to individuals during the year.

12. Make sure you provide your driver’s license to your tax preparer as the IRS now requires this information to help cut down on identity theft and speed up tax refunds.

If you are faced with a challenging situation or if you have a tax-related question, do not hesitate to contact a tax professional. They will help you minimize taxes, save more money, and plan better for the future. To address any of your concerns and simplify the tax-filing process, reach out to Zalonka CPA, PLLC. We offer tax planning, accounting, bookkeeping, financial statements, business tax returns, payroll services, and reasonable compensation business reports.

To learn more about our services, please click here. Have a question? We’d love to hear from you. Contact us here.


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