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Document Needed to bring to your tax preparer

Complete your document checklist

Documents will be necessary to complete your return. Use our checklist tool to see which documents apply to you. 

Personal

  • Your Social Security number or tax ID number

  • Your spouse's full name and Social Security number or tax ID number

  • Your unexpired driver license

  • Your spouse's unexpired driver license

  • Your unexpired government issued ID

  • Your spouse's unexpired government issued ID

Dependent(s)

  • Dates of birth and Social Security numbers or other tax ID numbers

  • Childcare records (including the provider's tax ID number) if applicable

  • Form 8332 when the child’s custodial parent is releasing their right to claim a child to the noncustodial parent (if applicable)

Income

  • Employed

  • Forms W-2

  • Unemployed

  • Unemployment (1099-G)

  • Self-Employed( Receipts for expenses)

  • Forms 1099-NEC and 1099-K

  • Income records to verify amounts not reported on 1099s

  • Records of all expenses – check registers or credit card statements, and receipts

  • Business-use asset information (cost, date placed in service, etc.) for depreciation

  • Home office information, if applicable

  • Record of estimated tax payments made (Form 1040ES)

  • Rental Income

  • Records of income and expenses

  • Rental asset information (cost, date placed in service, etc.) for depreciation

  • Record of estimated tax payments made (Form 1040ES)

  • Retirement Income

  • Pension/IRA/annuity income (1099-R)

  • Traditional IRA basis (prior-year Forms 8606 showing amounts already taxed)

  • Social Security/RRB income (SSA-1099, RRB-1099)

  • Savings & Investments or Dividends

  • Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)

  • 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)

  • Expenses related to your investments

  • Record of estimated tax payments made (Form 1040ES)

  • 1099-B and/or 1099-DIV from cryptocurrencies, NFTs and all other similar type income or loss

  • Cost of all cryptocurrencies, NFTs and other similar type of income sales

  • Other Income & Losses

  • State refunds (Form 1099-G)

  • Income from K-1s either as investment or as active owner

  • Gambling income (W-2G or records showing income, as well as expense records)

  • Jury duty records

  • Hobby income and expenses

  • Prizes and awards

  • Trusts

  • Royalties (1099-MISC)

  • Any other 1099s received

  • Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC) Deductions

  • Home Ownership

  • Form 1098 or other mortgage interest statements

  • Real estate and personal property tax records

Charitable Donations

Cash amounts donated to religious organizations, schools, other charitable organizations

Records of non-cash charitable donations

Amounts of miles driven for charitable purposes

Medical Expenses

Amounts paid for healthcare insurance and to doctors, dentists, hospitals

Miles driven for medical purposes

Travel expenses for medical, including hotels, planes, tolls, parking, etc

Health Insurance

Form 1095-A if you have health insurance through a State Marketplace (Exchange)

Childcare Expenses

Daycare paid for a child under age 13 so the taxpayer (and spouse) can work

Wages paid to a babysitter

Educational Expenses

Forms 1098-T from educational institutions

Receipts for qualified educational expenses

Records of scholarships or fellowships

Form 1098-E for student loan interest

State & Local Taxes or Sales Tax

Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid

Invoice for large item purchases such as cars, boats, motorcycles etc.

Amount of real estate taxes paid

Amount of personal property taxes paid

Retirement & Other Savings

Form 5498-SA showing HSA contributions

Form 5498 showing IRA contributions

All other 5498 series forms (5498-QA, 5498-ESA)

Federally Declared Disaster

City/county you lived/worked/had property in

Records to support property losses (appraisal, clean-up costs, etc.)

Records of rebuilding/repair costs

Insurance reimbursements/claims to be paid

FEMA assistance information

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