Tax Document Checklist
Gather these documents before your tax appointment to ensure a smooth and efficient filing process.
Income Documents
- W-2 forms from all employers
- 1099-NEC/1099-MISC for freelance income
- 1099-INT for interest income
- 1099-DIV for dividend income
- 1099-B for stock sales
- K-1 forms for partnerships/S-corps
- Social Security statements (SSA-1099)
- Pension/retirement distributions (1099-R)
Self-Employment
- Business income records
- Business expense receipts
- Home office measurements
- Vehicle mileage logs
- Health insurance premiums paid
- Retirement contributions (SEP, SIMPLE)
- Estimated tax payments made
Property & Housing
- Mortgage interest statement (1098)
- Property tax statements
- Home sale documents (HUD-1)
- Rental income records
- Rental expense receipts
- Home improvement records
Education
- Tuition payments (1098-T)
- Student loan interest (1098-E)
- 529 plan contributions/distributions
- Educator expense receipts
- Scholarship/grant letters
Healthcare
- Health insurance coverage forms (1095-A/B/C)
- Medical expense receipts
- HSA contributions/distributions (1099-SA, 5498-SA)
- Long-term care insurance premiums
International / Expat
- Foreign income statements
- Foreign tax paid documentation
- Foreign bank account info (for FBAR)
- Foreign financial asset statements (FATCA)
- Tax treaty documentation
- Foreign employer information
- Proof of foreign residence (bona fide residence test)
- Travel dates in/out of US (physical presence test)
Deductions & Credits
- Charitable donation receipts
- State/local taxes paid
- Child care expenses (provider info)
- Adoption expense records
- Energy-efficient home improvements
- Electric vehicle purchase documents
- Alimony paid (with recipient SSN)
Personal Information
- Social Security numbers for all family members
- Date of birth for dependents
- Prior year tax return
- Bank account info for direct deposit
- Identity Protection PIN (if issued by IRS)
Need Help Gathering Documents?
Our team can guide you through the process and help identify any missing documents.
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