Tax Document Checklist

Printable Tax Checklist

For tax appointments, you need to bring the following:

  1. Your social security card and social security cards for your spouse and children.  (If you have an Individual Taxpayer Identification Number (ITIN), please bring a copy of the ITIN Notice.)
  2. Forms such as a W-2, 1099, 1042-S or other statements or information reporting income including scholarships, grants, fellowships.
  3. All 1099 forms showing interest, dividends, capital gains. (Please note: If you had significant investment activity in 2017, you may be referred to a private preparer.)
  4. Instead of using the 1098-T Form, print and bring with you statements from KU’s Enroll & Pay showing tuition and fees paid and aid (including scholarships, grants and loans) received in 2017. This information may be found by logging into your KU Enroll & Pay account and clicking on “Campus Finances.” Click “Account Inquiry” and click the “Activity” tab. Print all relevant 2017 dates. Under “View by” enter “From” 1/1/2017 “To” 12/31/2017. This will capture all of the tuition paid and show all of the relevant scholarships, grants & loans.
  5. Information showing total amounts paid for course-related books, supplies and equipment in 2017. Please calculate total amounts of expenses prior to your appointment.
  6. Copies of your federal and state income tax returns from last year.
  7. Your checkbook in order to verify your routing number and bank account number for direct deposit of refunds.
  8. If you plan to itemize deductions, statements showing your medical expenses, home mortgage interest, gifts to charity, real estate and personal property tax, unreimbursed employee expenses etc.
  9. Your KU identification card.
  10. If you are an international student or scholar, please bring your passport and your I-20 or DS-2019.
  11. For tax appointments: A completed copy of the Intake and Interview Sheet. You must print and complete this form before your tax appointment:

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