RP Tax Service · 930 McCully Street, Suite 203, Honolulu, HI 96826 · 808-946-7297
Tax Appointment Checklist

Documents Needed for Your Tax Appointment

The biggest reason tax returns get delayed is simple: missing documents. Use this checklist before your appointment so we can prepare your return correctly and avoid unnecessary back-and-forth.

Print This Checklist Call 808-946-7297
Please prepare your documents before your appointment.

Please print all your documents and bring them to your appointment. Please have on hand the Social Security cards of everyone listed on your tax return.

Ensuring we have the correct spelling of each name exactly as listed on the card is crucial, especially during our first time working together.

RP Tax Service — Documents Needed Checklist

930 McCully Street, Suite 203, Honolulu, HI 96826 · 808-946-7297

General Checklist

Bring the right documents the first time.

This checklist covers the most common tax documents clients need for individual, family, business, rental, retirement, and investment tax returns.

Not every item will apply to you. Review each section and bring anything that matches your situation.

General Taxable Income

  • W-2 Form(s) for wages, salaries, and tips
  • Interest income statements: Form 1099-INT and Form 1099-OID
  • Dividend income statements: Form 1099-DIV
  • Sales of stock, land, or other assets for capital gains: Form 1099-B
  • Sales of real estate: Form 1099-S
  • State tax refunds: Form 1099-G
  • Alimony received or paid
  • Unemployment compensation received
  • Miscellaneous income: Form 1099-MISC

Retirement Income

  • Retirement income: Form 1099-R
  • Social Security income and railroad retirement income: Form SSA-1099

Business Income

  • Business income and expenses
  • Rental income and expenses
  • Farm income and expenses
  • Form K-1 income from partnerships, trusts, and S-Corporations
  • Tax deductible miles traveled for business purposes

Tax Credits

  • Childcare provider address, I.D. number, and amounts paid
  • Adoption expense information
  • Foreign taxes paid

Expenses and Tax Deductions

  • Medical expenses for the family
  • Prescription medicines and drugs
  • Doctor and dentist payments paid out of pocket
  • Hospital and nurse payments paid out of pocket
  • Tax deductible miles traveled for medical purposes
  • Home mortgage interest from Form 1098
  • Real estate taxes paid
  • Personal property taxes paid
  • Charitable cash contributions
  • Casualty and theft losses
  • IRA contributions
  • Student loan interest paid

Tax Estimate Payments

  • Estimated tax payments made with ES vouchers
  • Last year’s tax return overpayment applied to this year

General Information

  • Copy of last year’s tax return
  • Social Security numbers for you and your spouse
  • Educational expenses for you and your spouse
  • Dependents’ names, years of birth, and Social Security numbers
  • Dependents’ post-high school educational expenses
  • Childcare expenses for each dependent
  • Routing Transit Number (RTN) for direct deposit or debit purposes
  • Bank Account Number (BAN) for direct deposit or debit purposes
Before you arrive:

Please remove all documents from their envelopes and have them ready for review. Any missing documents at the time of your appointment will delay the filing of your taxes.

Ready for your appointment?

Bring your documents, Social Security cards, and any prior-year tax information that applies. We’ll help you work through the rest.

Call RP Tax Service View Address & Parking