Your Personal Tax Document Checklist

✅ Your Social Security number or tax ID number

✅ Your spouse's full name & Social Security number or tax ID number

✅ Your unexpired government issued ID

✅ Your spouse's unexpired government issued ID

✅ Dates of birth and Social Security numbers or other tax ID numbers

✅ Childcare records (including the provider's tax ID number) if applicable

✅ Form 8332 when the child’s custodial parent is releasing their right to claim a child to the noncustodial parent (if applicable)

⚫️ Employed
✅ Forms W-2

⚫️ Unemployed
✅ Unemployment (1099-G)

⚫️ 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

⚫️ Sales & 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