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Individual
Tax
Return Checklist

Taxes have never been easier

First, take 
a look at 
the list 
below.

Next, determine which items on the checklist apply to you.

Once you collect all necessary documents and information, upload it to our secure portal.  That way, you can know with certainty that your data is completely protected.

Once we've received everything, our tax team can begin to work their magic.

To learn more about how DiMercurio Advisors can address your tax needs, return to our tax services page.

 

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General Documentation

If we prepared your tax return last year:

  • Review the information request we emailed you
  • Review the other lists on this page for any changes in the last year!

 

If we did not prepare your tax return last year, please upload the following for you, your spouse, and any children or dependents:

  • Driver's license
  • Social security card
  • Previous federal & state income tax returns (previous 3 years)
  • Anything else that applies to you from the other lists on this page!

 

Homeowner Deductions

  • 1098 (Mortgage Interest)
  • Any other mortgage interest statement
  • Real estate & personal property tax payments
  • Receipts for energy-saving home improvements
  • 1099-S (Real Estate Sales)
  • Form HUD-1 for Real Estate Sales/Purchases

Income

  • W-2 (Wages) 
  • W-2G (Gambling)
  • 1099-G (Government Payments)
  • 1099-MISC (Rents, etc.)
  • 1099-NEC (Contractor Income)
  • 1099 (Any other type)
  • Received alimony
  • Hobby income
  • Prizes and awards received

 

Healthcare & Medical

  • 1095-A (Health Insurance)
  • 1095-B (Health Insurance)
  • 1095-C (Health Insurance)
  • 1099-SA (Health Savings Account)
  • 5498-SA (HSA Contributions)
  • Healthcare insurance, doctor, dentist, hospital, etc. payment details
  • Miles driven for medical purposes


Tax Tip:

Send over as much information as you can — our advisors will help determine what's important and what's not.

Charities & Donations

  • Cash amounts donated
  • Non-cash charitable donations
  • Miles driven for charitable purposes

 

Retirement

  • 1099-R (Retirement)
  • 1099-SSA (Social Security)
  • 1099-LTC (Long Term Care)
  • 5498 (IRA Contributions)
  • Traditional IRA Basis

Rental Property

  • Records of income and expenses
  • Rental asset information for depreciation
    • Cost
    • Date placed in service
    • Any additional info

 

Investments

  • 1099-INT (Interest)
  • 1099-DIV (Dividends)
  • 1099-B (Brokerage Sales)
    • Needed if purchased before 2012
  • Annual brokerage statements

Education

  • 1098-T (Education)
  • 1098-E (Student Loan Interest)

 

Other

  • Childcare information
    • EIN & amount paid
  • Receipt for vehicle, boat, or large purchase sales tax paid
  • Alimony paid
  • Record of estimated tax payments made
  • Any other tax information statements

Click here to open the secure upload portal.

The secure portal ensures that all confidential information is uploaded with complete protection.  Once your documents are uploaded, we'll take care of the rest.

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Have a Question?

Please reach out to your DiMercurio Advisors team member or Contact Us.