tax checklist

Basic Personal Information

• Full legal names & birthdates

• Address

• SSNs (you, spouse, dependents)

• Photo ID

• IP PIN (if issued)

Dependents

• Names, birthdates, SSNs

• Form 8832 (if applicable)

• Dependent income documents

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Income

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Employment

• W-2 forms

Self-Employment / Business

• 1099-NEC, 1099-K, 1099-MISC

• Cash / non-1099 income

• Business expenses

• Home office expenses

• Estimated tax payments

• Auto expenses

Retirement / Benefits

• SSA-1099, RRB-1099

• 1099-R

• 1099-G (unemployment)

Investments / Assets

• 1099-INT, 1099-DIV, 1099-OID

• Cryptocurrency transactions

• Stock / real estate sales (1099-B, 1099-S)

• Rental income & expenses

• Investment expenses

Other Income

• Alimony (pre-2019 agreements)

• Gambling winnings

• Lottery winnings

• Royalties

• Hobby income

• Scholarships (non-qualified use)

• State tax refunds

Credits & Deductions

• Itemized Deductions

• Education (1098-T, student loan interest)

• Childcare expenses

• Adoption costs

• HSA / IRA contributions

• Disaster-related losses

Banking & Other Information

• Bank account & routing number

• Last year’s tax return

• Tax preparation fees from last year