Tax Resources / Checklist
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Personal Information (For Taxpayer, Spouse, and all dependents)
- Picture Identification (Driver’s License, Passport, or Identification Card)
- If alimony was paid, please provide amount full name and social security number of the recipient.
Income documentation
- W-2 Form (Wage and Tax Statement)
- 1099-G (Unemployment)
- 1099-NEC (Non-Employee Compensation)
- W-2G (Gambling income + expense records)
- 1099-SA / 1099-LTC (Health Savings Account)
- Other 1099
Rental Property
- Record of income and expenses
- Rental asset information (Cost, date placed in service, etc. for depreciation)
- Real estate and personal property tax records
Retirement & Contributions
- 1099-R (Pension / IRA / Annuity income)
- 1099-SSA (Social Security Administration)
- RRB-1099 (Railroad Retirement Benefits)
- Form 5498 (Shows IRA contributions)
- Traditional IRA basis (i.e. amounts you contributed to the IRA that were already taxed)
Self-Employment
- 1099-NEC
- Schedules K-1
- Total gross income
- Bank statements to verify income
- Record of all expenses – check registers, credit card statements, and receipts
- Office in home information; if applicable.
Business Use of Vehicle
- Log showing total miles driven for the year (or beginning/ending odometer readings)
- Total business miles driven for the year (Other than commuting)
- Purpose of the mileage
- Amount of parking and tolls paid
- Invoice showing amount of vehicle sales tax paid
Education
- 1098-T (From educational institutions)
- Receipts that itemize educational expenses
- Records of any scholarships or fellowships you received
- 1098-E (If you paid student loan interest)
Savings and Investments
- 1099-INT, 1099-OID, 1099-DIV (Interest, Dividend income)
- Income from sales of stock or other property (1099-B, 1099-S)
- Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)
Affordable Care Act
- 1095-A (Obamacare: Ambetter, Oscar, Molina, Blue Cross Blue Shield)
- Marketplace exemption certificate
- 1095-B and/or 1095-C if you had insurance coverage through any other source (i.e. an employer, insurance company Medicare, Medicaid, CHIP, TRICARE, VA, etc.)
Other
- Receipts for classroom expenses (for educators in grades K-12)
- All other 5498 series forms (5498-QA, 5498-ESA)
- Record of moving expenses not reimbursed by employer
- Forms 1098 or other mortgage interest statements
- Amount of state/local income tax paid
- Cash amounts donated
- Records of non-cash charitable donations (GoodWill)
- Amounts paid for healthcare insurance and to related expenses
- Amounts of miles driven for charitable or medical purposes
- Expenses related to your investments
- Amount paid for preparation of last year’s tax return
- Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel)
- Job-hunting expenses
- Receipts for energy-saving home improvements
- Record of estimated tax payments made
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