Preparing and planning for taxes is often a stressful and complicated endeavor for most people. Our mission is to make tax preparation low cost, effortless and informed for individuals and small businesses. Sound professional advice is critical to you and your business.
ACCUMULATE the following documents for your tax appointment
Complete your document checklistWhether you use a Tax Pro or file by yourself, many of these documents will be necessary to complete your return. Use our checklist tool to see which documents apply to you.
Personal
INCOME
W2
1099 FORMS (View - Note-1 1099-types listing)
SELF EMPLOYMENT INCOME
RENTAL PROPERTY INCOME
K-1 (View - Note-2 K-1 types listing)
STOCK/DIVIDEND STATEMENTS
BANK or FINANCIAL INSTITUTION STATEMENTS
AWARDS/GAMBLING/LOTTERY
RECORDS OF VIRTUAL CURRANCY TRANSACTIONS
STATE REFUND FROM PRIOR YEAR (if you itemize)
Personal
- Your Social Security number or tax ID number
- Your spouse's full name and Social Security number or tax ID number
- Your unexpired government issued ID
- Your spouse's unexpired government issued ID
- 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)
- Employed
- Forms W-2
- Unemployed
- Unemployment (1099-G)
- Self-Employed
- 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
INCOME
W2
1099 FORMS (View - Note-1 1099-types listing)
SELF EMPLOYMENT INCOME
RENTAL PROPERTY INCOME
K-1 (View - Note-2 K-1 types listing)
STOCK/DIVIDEND STATEMENTS
BANK or FINANCIAL INSTITUTION STATEMENTS
AWARDS/GAMBLING/LOTTERY
RECORDS OF VIRTUAL CURRANCY TRANSACTIONS
STATE REFUND FROM PRIOR YEAR (if you itemize)
DEDUCTIONS
MORTGAGE INTEREST (1098)
UNREIMBURSED MEDICAL EXPENSES
MEDICAL INSURANCE EXPENSE
CHARITABLE DONATIONS CASH (Non-Profit Organizations)
CHARITABLE DONATIONS - (Non-Cash to Non-Profit Organizations)
STATE/LOCAL (sales tax) and PROPERTY TAXES (View - Note-3 Tax info )
STUDENT LOAN INTEREST (if you qualify)
STATE INCOME TAX (deductible on Federal tax)
BUSINESS/WORK EXPENSES (View - Note-4 Expense list)
MORTGAGE INTEREST (1098)
UNREIMBURSED MEDICAL EXPENSES
MEDICAL INSURANCE EXPENSE
CHARITABLE DONATIONS CASH (Non-Profit Organizations)
CHARITABLE DONATIONS - (Non-Cash to Non-Profit Organizations)
STATE/LOCAL (sales tax) and PROPERTY TAXES (View - Note-3 Tax info )
STUDENT LOAN INTEREST (if you qualify)
STATE INCOME TAX (deductible on Federal tax)
BUSINESS/WORK EXPENSES (View - Note-4 Expense list)
HELPFUL INFORMATION
- Bank account and routing numbers. People will need these for direct deposit refunds. Direct deposit is the fastest way for taxpayers to get their money and avoid a check getting lost, stolen or returned to IRS as UN-deliverable. No bank account? Learn how to open an account at an FDIC-insured bank or through the National Credit Union Locator Tool
- Veterans can access the Veterans Benefits Banking Program.
- Social Security or tax ID number for everyone included on your tax return -You'll need your Social Security number along with social security numbers for all others on your return. For filers without a Social Security number, they will need a TIN# to file.
- Date of birth for everyone on your return.
- W-2 Form This form will arrive by mail or via online from employers and financial institutions on or before January 31st. Taxpayers should review them carefully. If any information shown on the forms is inaccurate, the taxpayer should contact the issuer for a correction.
- K-1 Form this form should arrive within 3 months of the start of the tax season.