Personal Tax Return Preparation Documents Checklist
Tax documents change every year according your circumstances and changes in tax code. The documents that you will need are:
- W2 Form (Wage and Tax statement) from your employer
- Rental Income and Expenses
- Rental Asset information - Closing document/HUD statement
- Retirement Income (1099-R) and contributions
- Social Security/RRB income (SSA-1099, RRB-1099)
- Form 5498 showing IRA contributions (If not done by employer through W2)
- Investment/Portfolio/Savings Income. 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
- 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
- State refunds (Form 1099-G)
- Unemployment Income 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)
- Royalties (1099-MISC)
- Foreign income if applicable
- Any other 1099s received
- Health Savings Account (HSA) Form 1099-SA (distributions from HSA)/5498-SA (contributions)
- Home Ownership - Form 1098 mortgage interest statements & property tax records
- Charitable Donations
- Medical Expenses
- Health Insurance
- Form 1095-A if you have health insurance through a State Marketplace (Exchange)
- Form 1095-C if you have health insurance through your Employer
- Childcare Expenses
- Educational Expenses - Form 1098-T from educational institutions
- Form 1098-E for student loan interest
- IRS letters or notices (if any)
- Estimated tax payments
- Tax credits documents including Clean vehicle, Education and Home energy efficiency
If you are a new client, filing your taxes first time with us, please provide all of the following via our secured portal.
- Copy of your previous year filed tax return, showing your, spouse and dependents social security numbers (SSN). If hidden in the tax return, please provide that via our secured portal
- Dates of birth for you, spouse and dependents
- Your unexpired government issued ID (DL preferred)
- Your spouse's unexpired government issued ID (DL preferred)
- Identity Protection PIN, if one has been issued to you, your spouse, or your dependent by the IRS
- Bank routing and account numbers to receive your refund by direct deposit or pay your balance due if you choose