Tax Checklist

The documents you need depend on your situation. Use this list to prepare for your appointment or to file your taxes.

Personal information

• Your Social Security number or tax ID number
• Your spouse’s full name, Social Security or tax ID, and date of birth
• Identity Protection PIN if issued to you, your spouse, or your dependent
• Routing and account numbers for direct deposit or payment
• Foreign reporting and residency information if applicable

Dependents

• Dates of birth and Social Security or tax ID numbers
• Childcare records and provider tax ID if applicable
• Income of dependents and other adults in your home
• Form 8332 if the custodial parent releases the claim

Sources of income

Employed

• Forms W-2

Unemployed

• Form 1099-G for unemployment

Self employed

• Forms 1099 and Schedules K-1
• Income records not on 1099-MISC or 1099-NEC
• Expense records and receipts
• Business asset details for depreciation
• Home office details if applicable
• Estimated tax payments made, Form 1040-ES

Rental income

• Income and expense records
• Rental asset details for depreciation
• Estimated tax payments made, Form 1040-ES

Retirement income

• Form 1099-R
• Traditional IRA basis records
• Social Security or Railroad Retirement forms, SSA-1099 or RRB-1099

Savings, investments, or dividends

• Forms 1099-INT, 1099-OID, 1099-DIV
• Forms 1099-B or 1099-S for sales of stock or property
• Basis and acquisition dates for assets sold
• Forms 1099-SA or 1099-LTC
• Investment expense records
• Estimated tax payments made, Form 1040-ES
• Crypto transaction reports

Other income and losses

• Form 1099-K
• Gambling income records, W-2G and expense records
• Jury duty
• Hobby income and expenses
• Prizes and awards
• Trust income
• Royalty income, 1099-MISC
• Alimony paid or received with ex-spouse name and SSN
• State tax refund

Types of deductions

Home and vehicle

• Form 1098 mortgage interest statements
• Real estate and personal property tax records
• Energy credit receipts, for example solar
• Electric vehicle information
• Other 1098 series forms

Charitable donations

• Cash donation records
• Non cash donation records
• Miles driven for charity or medical care

Medical expenses

• Healthcare and insurance payments
• Qualified insurance premiums paid outside of Marketplace or employer

Health insurance

• Form 1095-A for Marketplace plans

Childcare expenses

• Fees paid to licensed providers
• Amounts paid for care of a child under 13 while you work
• Dependent care FSA records

Educational expenses

• Form 1098-T
• Receipts for qualified educational expenses
• Scholarship and fellowship records
• Form 1098-E for student loan interest

K to 12 educator expenses

• Classroom expense receipts

State and local taxes

• State or local income or sales tax paid
• Vehicle sales tax invoice or personal property tax on vehicles

Retirement and other savings

• Form 5498-SA for HSA contributions
• Form 5498 for IRA contributions
• Other 5498 forms, 5498-QA or 5498-ESA

Federally declared disaster

• City or county where you lived, worked, or had property
• Property loss records and appraisals
• Rebuilding and repair costs
• Insurance reimbursements
• FEMA assistance information