SAVED IN DRIVE AS: Bench - Self-Employed Tax Organizer Checklist

Personal Tax Organizer

General Information Standard Documents

Please provide the information below (if applicable) Please provide your Tax Professional with the
to your Tax Professional. documents below, if applicable.

Social Security Numbers for You and Your W-2 Form(s) for Wages, Salaries, and Tips

Spouse
Miscellaneous Income: Form 1099

Educational Expenses for You and Your Spouse

Interest Income Statements: Form 1099-INT &

Dependents' Names, Years of Birth, and Social 1099-OID

Security Numbers
Dividend Income Statements: Form 1099-DIV

Dependents' Post High School Educational

Sales of Stock, Land, etc. for Capital Gains:
Expenses
Form 1099-B

Child Care Expenses for Each Dependent

Sales of Real Estate: Form 1099-S
Prior Year Adjusted Gross Income (AGI)
Alimony Received or Paid

Unemployment Compensation Received

Routing Transit Number (RTN) (For direct
deposit/debit purposes)
Miscellaneous Income: Form 1099-MISC

Bank Account Number (BAN) (For direct

Retirement Income: Form 1099-R
deposit/debit purposes)
Social Security Income and Railroad
Retirement Income: Form SSA-1099
Tax Estimate Payments
Rental Income and Expenses

Estimated Tax Payments Made with ES Vouchers Form K-1 Income from Partnerships, Trusts,
and S-Corporations
Last Year's Tax Return Overpayment Applied to
This Year
Tax Deductible Miles Traveled for Business
Purposes

Identifying Your Tax Credits

If any of these apply to you, please let your Tax Professional know so they can include the relevant tax credits in
your return.

Do you own a second home with a mortgage?
Did you pay any real estate taxes this year?
Did you pay any personal property taxes this year?
Did you make any charitable contributions this year?
Do you have a child under the age of 17 eligible
for the Child Tax Credit?
Do you have a Child Care Provider? If so, please
provide their address, ID number, and amounts
paid for the service

Do you qualify for Earned Income Tax Credit? If

Were you a victim of theft this year?
so, please upload the letter you would have

Did you have any non-reimbursed expenses related received from the IRS

to your job this year?

Did you adopt a child this year?

Do you have any investment expenses?

Did you buy a home for the first time this year?

Did you contribute to your IRA or 401K this year?

Did you or your family have any medical
expenses this year?
Do you have any Student Loans?

Did you pay for medical insurance this year?

Do you have any moving-related expenses this year?

Do you have a mortgage on your home?

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