Tax Prep Checklist

Preparing your taxes will be one of the most stressful courses of action you will take this year. Tax preparation becomes much easier when you have a list of exactly what you need. This guide will show you what you need to look at when it comes to preparing your taxes for this year.HamiltonEye

Do You Have the Right Forms?

The IRS website offers a full list of forms that you’ll need for your current situation. Try not to request certain forms, such as Form 1099, if they haven’t arrived yet to avoid the risk of receiving two forms, and therefore the IRS believing you have double the income.

Personal Information

  • Social security number.
  • Full name and address.
  • Any alimony arrangements, including the ex-spouse’s full name and social security number.

Evidence of Deductions

Before you make any deductions, make certain that you have evidence to support these deductions first. You should never make any deduction you can’t prove on paper. If you are unlucky enough to be audited, you will need this information to prove that your deduction was valid and fair.

Other Forms

Finally, you will need to show evidence of any payments you have made this year, along with anything you’ve received. This includes pay checks and any receipts for payments made for student loans and other such expenses. Remember that many of these receipts will also enable you to make deductions, so they’re worth keeping.


Tax preparation is simply about accuracy. Before you send away your tax return, make sure you check it with a tax professional to ensure you haven’t made any mistakes.

Image credit: Darin House

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johnAbout john
Seattle CPA+John Huddleston has written extensively on tax related subjects of interest to small business owners. He is a graduate of Washington State University and the University of Washington School of Law.

Huddleston Tax CPAs of Seattle & Bellevue
Certified Public Accountants Focused on Small Business

(800) 376-1785
40 Lake Bellevue Suite 100, Bellevue, WA 98005

Huddleston Tax CPAs & accountants provide tax preparation, tax planning, business coaching, Quickbooks consulting, bookkeeping, payroll and business valuation services for small business. We serve Seattle, Bellevue, Redmond, Tacoma, Everett, Kent, Kirkland, Bothell, Lynnwood, Mill Creek, Shoreline, Kenmore, Lake Forest Park, Mountlake Terrace, Renton, Tukwila, Federal Way, Burien, Seatac, Mercer Island, West Seattle, Auburn, Snohomish and Mukilteo. We have a few meeting locations. Call to meet John Huddleston, J.D., LL.M., CPA, Tawni Berg, CPA, Jennifer Zhou, CPA, Jessica Chisholm, CPA or Chuck McClure, CPA. Member WSCPA.