Documents you will need for your tax preparation

Tax Preparation Checklist

This is just a general list of documents that can make the process of filing your taxes easier. You may want to get a folder or other container to put these documents in as you cross them off the list.

Personal Information

  • Photo ID
  • Social Security cards (or ITIN letters of assignment) for you, your spouse, your dependents
  • Dates of birth for you, your spouse, your dependents
  • Copies of last year’s return for you and your spouse (helpful, but not required)
  • Bank account number(s) and routing number(s) for direct deposit (you can deposit to more than one account, such as both a checking and a savings account)

Information about your income

  • W-2 forms for you and your spouse
  • 1099-G forms for unemployment income
  • SSA-1099 for Social Security Benefits received
  • Alimony Received
  • Miscellaneous income: jury duty, gambling winnings, etc.
  • Any other 1099 Forms you may have received

Health Insurance Documents

  • 1095-A Form if you received your insurance through the Marketplace
  • 1095-B or 1095-C if your health coverage was through an employer or other source
  • ECN Certificate if you received a health insurance exemption from the Marketplace

Back-up Information

  • Alimony paid
  • Form 1098-E if you made any payments on student loans (or loan statements)
  • Form 1098-T if you paid any post-high school tuition (or receipts/cancelled checks)
  • Any other 1098 Forms you may have received
  • Child care costs: provider’s name, address, Tax ID, amount paid during 2015

If you itemize your deductions (deductions and credits)

  • Charitable donations: cash amounts, official charity receipts, canceled checks, value of donated property
  • Medical and dental expense records
  • Miscellaneous deductions: union dues, unreimbursed employee expenses (uniforms, supplies, etc.) Receipts/cancelled checks, other records
  • Property Taxes
  • Mortgage Interest

 For more information on Free Tax Preparation Sites in Whatcom County, please visit:

www.whatcomabc.org/taxes