Preparers Income Checklist

Income Supporting Documents Provided By TaxPayer
W-2 Wages
1099-NEC
1099-G Unemployment Received
1099-Misc
1099-C Cancellation of Debt
1099-K
1099-R Retirement
1099-SSA Social Security
1099-DIV Dividends Received
1099-INT Interest Income Received
W2G - Gambling Winnings
Partnership Income (Distributive share) Schedule K-1
Armed Forces Pay (Except Combat Pay)
Advanced Payments (Rents/Royalties)
Lump Sum Distributions
Christmas Bonus from Employers
Clergymen (Fees & Contributions)
Commission Income
Gains from Sale or Exchange of Property (All types unless shown postponed)
Jury Fees , Notary Public Fees
Sick Pay (Employee’s Compensation)
Pensions for Past Services
EXPENSES SUPPORTING DOCUMENTS PROVIDED BY TAXPAYER
1098-M Mortgage Interest
1098-T Tuition Paid
1095-A Health Insurance
1095-B & C Employer Health Insurance