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Tax Preparation Checklist by Mind Map: Tax Preparation Checklist
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Tax Preparation Checklist

With the new year comes a new tax season. As you begin to prepare for your income taxes, it helps to have a checklist. Personally, I use a mind map because it allows me to take notes and capture more information than a checklist. This mind map can serve as a basic template, which you can customize to fit your needs. I hope you find it useful for organizing your information and preparing your tax return.

Personal Data

Social Security Numbers

Business IEN

Miscellaneous Tax Documents

Retirement plan contributions

Records to document medical expenses

Records to document casualty or theft losses

Records for any other expenditures that may be deductible




W-2 forms

Unemployment compensation

Jury duty pay

Pensions and annuities

Social security benefits


Business income

Partnership income

Other business income


Dividend income

Proceeds from broker transactions

Retirement plan distribution

Other income from investments

Other income

Alimony received

Rent income

State and local income tax refunds

Scholarships and fellowships

Prizes and awards

Gambling and lottery winnings

Other miscellaneous income



Homeowner/Renter, Mortgage interest, Real estate taxes paid, Rent paid during tax year, Sale of your home or other real estate, Moving expenses

Financial liabilities, Auto loans and leases, Student loan interest paid, Early withdrawal penalties on CDs and other time deposits, Personal property tax for car

Job, Job-hunting expenses, Job-related education expenses

Kids, Child care expenses, Alimony paid, Adoption expenses

Investment expenses

Medical Savings Accounts

Dues, subscriptions

Gifts to charity

Other expenses


Schedule C

Other expenses (Statement 1)

Use database or finance program to track business income and expenses

Other expenses

Tax return preparation expenses and fees

Other notes


To do