Tax Prep Documents Checklist

Tax Identification Numbers are mandatory items on your checklist. All taxpayers will need the following to do their taxes.

Your social security number or tax ID number

Your spouse’s full name, social security number or tax ID number, and date of birth

Identity Protection PIN, if one has been issued to you, your spouse, or your dependent by the IRS

Routing and account numbers to receive your refund by direct deposit or pay your balance due if you choose

Foreign reporting and residency information - if applicable

Forms W-2

Unemployment (1099-G)

Forms 1099, Schedules K-1, income records to verify amounts not reported on 1099-MISC or 1099-NEC

Records of all expenses — check registers or credit card statements, and receipts

Business-use asset information (cost, date placed in service, etc.) for depreciation

Office in home information, if applicable

Record of estimated tax payments made (Form 1040–ES)

Records of income and expenses

Rental asset information (cost, date placed in service, etc.) for depreciation

Record of estimated tax payments made (Form 1040–ES)

Pension/IRA/annuity income (1099-R)

Traditional IRA basis (i.e., amounts you contributed to the IRA that were already taxed)

Social security/RRB income: SSA-1099, RRB-1099

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)

Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)

Expenses related to your investments

Record of estimated tax payments made (Form 1040–ES)

Transactions involving cryptocurrency (Virtual currency)

Payment Card and Third Party Network Transactions - 1099-K

Gambling income (W-2G or records showing income, as well as expense records)

Jury duty records

Hobby income and expenses

Prizes and awards

Trust income

Royalty Income 1099–MISC

Any other 1099s received

Record of alimony paid/received with ex-spouse’s name and SSN

State tax refund

Forms 1098 or other mortgage interest statements

Real estate and personal property tax records

Receipts for energy-saving home improvements (e.g., solar panels, solar water heater)

Electric vehicle information

All other 1098 series forms

Cash amounts donated to houses of worship, schools, other charitable organizations

Records of non-cash charitable donations

Amounts of miles driven for charitable or medical purposes

Amounts paid for healthcare, insurance, and to doctors, dentists, and hospitals

Amounts paid for qualified insurance premiums if paid outside of the Marketplace or an employer provided plan

Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)

Fees paid to a licensed day care center or family day care for care of an infant or preschooler

Amounts paid to a baby-sitter or provider care of your child under age 13 while you work

Expenses paid through a dependent care flexible spending account at work

Forms 1098-T from educational institutions

Receipts that itemize qualified educational expenses

Records of any scholarships or fellowships you received

Form 1098-E if you paid student loan interest

Receipts for classroom expenses (for educators in grades K-12)

Amount of state and local income or sales tax paid (other than wage withholding)

Invoice showing amount of vehicle sales tax paid and / or personal property tax on vehicles

Form 5498-SA showing HSA contributions

Form 5498 showing IRA contributions

All other 5498 series forms (5498-QA, 5498-ESA)