Tax Preparation Checklist Download

November 01, 2026

Tax Check List for Year 2025/2026

1. Name, Social Security Numbers and Date of Birth

            Yours_________________________________________________________________

            Your Spouse___________________________________________________________

            Dependents (1) ___________________________(2)_____________________________

2. State ID or Driver License Number Details (Image of Front and Back)
3. For Direct Deposit / Payment

Bank Name: ______________________Account Type: Checking ____Saving_____

Routing Number ________________Bank Account No.______________________

4. Income and Expense Information

Income:  W-2 and 1099s from all employers that you and your spouse worked during the year.

Investment Income           □ Yes          □ No

• Interest income - Form 1099-INT (If you have online account check your statement)
• Dividend income - Form 1099-DIV
• Stocks Sales – Form 1099-B (Proceeds from the sale of stocks, bonds, etc.)

5. Income from State and Local Income Tax Refunds for previous year-2025

• Form 1099-G from state or local governments if any □ Yes          □ No

6. Child Care Expense □ Yes          □ No

• Total Amount Paid
• Child care provider's Name, Address, and Telephone
• Provider's tax ID or Social Security number

7. Education Expense □ Yes          □ No

• Tuition statement - Form 1098-T

8. Student Loan Interest □ Yes          □ No

• Form 1098-E showing interest paid, or
• Loan statements

9. IRA Contributions          □ Yes          □ No

• Year-end account summary or bank statements

10. Itemized Deductions: □ Yes          □ No  

• Home mortgage interest form 1098 and Property Tax for the year.
• Home equity loan and credit card interest paid.
• Charity Contributions and related travel expenses
• Self Employed and Business-related Travel
• Make, model and year of ownership of all automobiles, all capital purchases made.
• Expenses for uniforms, uniform care, shoes, trade related equipment, subscriptions, licenses and job/business related insurances
• Medical, Dental, Eye Care, Hearing and Preventive and self-care expenses
• Legal fees, Investment Advisory fees and Tax preparation fees paid
• Expenses and fees related to meetings, meet-ups, seminars, and conferences
• Loss of property, equipment and personal belongings (clothing, shoes, glasses, phones)

11. Moving Expenses □ Yes □ No

• For year 2025/2026, only members of Armed forces can take moving expenses

12. F-1 Students Will Send Separate Template for Required Documents □ Yes □ No

13. Applying for ITIN for Spouse/ dependent □ Yes □ No

• Click on the following link for new changes
• https://www.irs.gov/Individuals/General-ITIN-Information
• ITIN application form W-7

14. Self Employed, S Corp, LLC Returns □ Yes □ No

• Name of Business, EIN Number, Nature of Business
• Income from business or 1099 MISC
• Detail expenses (Categorized)                                                                                                                                            

15. Starting a Business □ Yes □ No

• Start-up expenses, Meeting, Conferences, Seminars, Professional Consulting and Legal
• Registrations, Licensing, Permits, Business Insurance, Fire Insurance, Liability Insurance
• Memberships, Association Dues, Union Dues
• Advertising, Promotions, Branding, Website, Directory Listings, Social Media
• Communications, Phones, Cell Phones, Internet, Answering Services
• Travel, Tolls, Parking, Local travel, Auto Expenses and Mileage
• Health Insurance, Masks, Sanitizers, Shoes, Sh0es Cleaning, Uniforms, Uniforms Cleaning
• Storage Space Rents, Home office, Cleaning, Alarm, Hazmat, and Misc. Expenses

16. Reporting Foreign Assets □ Yes □ No

• Form 8938 requirement: if the value of your foreign assets exceeds $100,000 on the last day of any tax year or $150,000 at any time during the year (for married filing jointly); Half of those amounts for single filers.
• If the value of your foreign accounts exceeds $10,000 at any time during the tax year

        You will have to file FBAR by new deadline. [FBAR is not part of our tax filing]. See details: https://www.fincen.gov/news/news-releases/new-due-date-fbars-0

17. Medical Insurance: □ Yes          □ No

• Form 1095A required only for those who insured through Obama Care

Our Website: www.LeRumbaTax.com                        Our Email:  Mirro7@gmail.com

 

To prepare and file personal federal income taxes in the United States, you need several core categories of documents, forms, and personal records. You can find official forms and checklists through the Internal Revenue Service

1. Personal & Identification Information

• Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) for yourself, your spouse, and any dependents.
• Identity Protection PIN (IP PIN) if issued by the IRS.
• Prior-year Adjusted Gross Income (AGI) and prior-year refund or balance due amount (needed to verify electronic returns).
• Government-issued photo ID

2. Income & Wage Forms

• Form W-2: Wage and Tax Statement from each employer you worked for during the year.
• Form 1099 Series:
  • 1099-INT: Interest income from banks or accounts.
  • 1099-DIV: Dividend income from investments.
  • 1099-MISC / 1099-NEC: Miscellaneous income, freelance, or nonemployee compensation.
  • 1099-K: Payment card and third-party network transactions.
  • 1099-B: Proceeds from broker and barter exchange transactions.
  • 1099-R: Distributions from pensions, annuities, retirement, or profit-sharing plans.
  • 1099-G: Government payments (such as unemployment compensation or state/local tax refunds).
• Social Security & Retirement Statements: Form SSA-1099 (Social Security benefits) or Form RRB-1099 (Railroad Retirement benefits).
• Other Income Records: Cryptocurrency and digital asset transaction logs, rental income records, or gambling winnings (Form W-2G).

3. Deductions & Credits Documents

• Form 1098: Mortgage interest statement or points paid.
• Form 1098-T: Tuition statement for higher education expenses.
• Form 1098-E: Student loan interest statement.
• Form 1095-A: Health Insurance Marketplace Statement (if you enrolled through healthcare.gov).
• HSA / Retirement Contributions: Form 5498 series (IRA/HSA contributions) or records of traditional/Roth IRA contributions.
• Out-of-Pocket Receipts: Charitable donation receipts, childcare provider expenses (with provider tax ID/SSN), and medical/dental expense logs.

4. Self-Employment & Business Records (If Applicable)

• Schedule C / Income Records: Business income ledgers, 1099-NEC/1099-K forms, client payment receipts, and app/bank statements.
• Business Expense Receipts: Office supplies, advertising, mileage logs, software, and contractor payments.
• Estimated Tax Payments: Records or copies of Form 1040-ES showing quarterly estimated tax payments made to the IRS or state.

5. Main Federal Tax Return Forms

• Form 1040: U.S. Individual Income Tax Return (the central form for most individual taxpayers).
• Form 1040-SR: U.S. Tax Return for Seniors (for taxpayers aged 65 and older).
• Form 1040-X: Amended U.S. Individual Income Tax Return (used to fix errors or change a previously filed return).
• Common Schedules:
  • Schedule 1: Additional Income and Adjustments to Income
  • Schedule A: Itemized Deductions
  • Schedule B: Interest and Ordinary Dividends
  • Schedule C: Profit or Loss from Business
  • Schedule D: Capital Gains and Losses
  • Schedule SE: Self-Employment Tax