tax checklist
Not sure which tax documents you need? Use our tax checklist.
Basic Information
Personal Information:
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Birthdates for both you and your spouse
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Current address
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Identity Protection PIN (IP PIN), if applicable
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Photo ID
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Social Security numbers for both you and your partner (if applicable)
Dependents’ Information:
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Names, birthdates, and Social Security numbers of dependents
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Form 8832 if a non-custodial parent has released the right to claim dependents
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Income documents for dependents if their taxes are filed by our office
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Income
Employment Income:
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W-2 form(s)
Business Income and Records:
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Sole proprietorship income (1099-NEC)
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Farm and fishing income
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Income from partnerships and S-Corporations (Form K-1)
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Other 1099 income records: 1099-K, 1099-MISC
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Non-1099 income records: cash and other income
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Estimated tax payments
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Expense records
Retirement or Disability Benefits:
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Railroad retirement & Social Security income (SSA-1099, RRB-1099)
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Retirement income (1099-R)
Unemployment Income:
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Unemployment compensation (1099-G)
Investment and Asset Records:
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Cryptocurrency
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Dividend income (1099-DIV)
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Interest income (1099-INT, 1099-OID)
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Rental income, expenses, and tax payments
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Real estate sales (1099-S)
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Stock or land sales (1099-B)
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Investment expenses
Other Income Sources:
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Alimony (agreements before 2019)
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Hobby income
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Income from trusts
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Jury duty
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Miscellaneous income (1099-MISC)
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Prizes, lottery, or gambling winnings
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Royalties
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Scholarships/fellowships for personal use
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State tax refund(s) (1099-G)
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Other income records
Deductions
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Parents and Caretakers Deductions:
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Adoption expenses
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College expenses for dependents
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Dependent care expenses: provider address, ID number, and amounts paid
Car Owner Deductions:
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Electric vehicle purchase info
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Personal property taxes paid
Homeowner Deductions:
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Home mortgage interest (Form 1098)
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Second mortgage interest
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Real estate taxes
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First-time homebuyer information (2008 repayment)
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Energy credits for home improvements
Charitable Donations:
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Charitable cash donations
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Non-cash donations
Savings Deductions:
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Health savings account deductions (1099-SA, 5498-SA)
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IRA contributions
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Retirement savings contributions
Medical/Health Deductions:
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Form 1095-A if you enrolled in a Marketplace health plan
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Insurance premiums not covered by the Marketplace or employer
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Payments for healthcare, insurance, and medical services
Education Expenses:
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Education expenses
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K-12 educators’ expenses
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Scholarships
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Student loan interest
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Tuition expenses (1098-T)
Federal Disaster Area Deductions:
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Insurance reimbursements and FEMA assistance claims
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Expenses for rebuilding/repair
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Property loss documentation (appraisal, cleaning costs)
Other Tax Deduction Checklist:
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Casualty and theft losses
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Miles traveled for volunteer work
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Unreimbursed volunteer expenses
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Personal property taxes for boats or other property
Bank and Prior Tax Return Info:
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Bank account and routing number or a voided check for direct deposit
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Bank name and account type (savings or checking)
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Copy of last year’s tax return
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Last year’s tax preparation fee