Tax Prep Document Checklist
Bring what applies to you. Missing documents can delay your tax return
1) Personal Information (Required)
· Photo ID (Driver’s License / State ID)
· Social Security numbers (you, spouse, dependents)
· Last year’s tax return (REQUIRED for new clients)
· Bank account + routing number (for direct deposit)
· Any IRS / State letters you received
2) Income Documents
· W-2 (all jobs)
· Most recent paystubs (required for overtime credit calculation)
· 1099-NEC / 1099-MISC / 1099-K
· 1099-G (unemployment / state refund)
· 1099-R (IRA/401k/pension)
· SSA-1099 (Social Security)
· 1099-INT / 1099-DIV
· 1099-B (stocks/crypto sales)
3) Health Insurance (Very Important)
· 1095-A (Marketplace Insurance)
· HSA forms: 1099-SA and/or 5498-SA (if applicable)
4) Home / Vehicle
· 1098 (mortgage interest)
· Car loan interest statement (required for vehicle interest deduction, if applicable)
· Property tax statement
· Closing disclosure (if bought/sold/refinanced)
5) Dependents / Childcare (If Applicable)
· Childcare statement (provider info + total paid)
6) Education (If Applicable)
· 1098-T (tuition)
· 1098-E (student loan interest)
7) Business / Self-Employed (If Applicable)
· Income summary (invoices, deposits, reports)
· Expense summary (supplies, tools, insurance, etc.)
· Mileage log (business miles)
*If you’re not sure, bring it anyway. We’ll review your documents and let you know what’s needed.*