Tax Return Checklist

In order to prepare for a tax appointment with a tax preparer at Santander Tax Service, taxpayers should be sure to gather all of the following information and documents that apply to their tax situation. 

Personal Information 

Social Security numbers for those filing the return and dependents 

Date of birth for those filing the return and dependents 

Bank account information (for direct deposit) 

Income 

W2 forms 1099 forms - Could include 1099-MISC, 1099-B, 1099-C, 1099-G, 1099-R, 1099-S, 1099-SA, 1099-INT, 1099-DIV, 1099-LTC, and more Alimony received 

Business income Rental property income 

Deductions and Credits 

Retirement account contributions 

Charitable contributions 

Form 1098 (Mortgage Interest Statement) 

Medical expenses 

Form 1098-T and Form 1098-E for education expenses such as tuition paid and student loan information 

Child care expenses (Must include name, address, and tax ID of child care provider) 

Adoption costs 

Home office information - The square footage of the office, the date the space started being used for a home office, and utility expenses are needed to claim on the tax return.

Tax Payments 

Estimated tax payments throughout the year for self-employed taxpayers

Personal property taxes 

Real estate taxes