Tax Prep Document Checklist
- Employed
Unemployed
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