Tax Filing Prep

21 items

• Income
• W-2 forms from all employers
• 1099 forms (freelance, interest, dividends, unemployment)
• K-1 forms if applicable
• Records of any other income (rental, gig work)
• Personal Info
• Social Security numbers for you, spouse, dependents
• Prior year tax return
• Bank account and routing number for refund/direct deposit
• Deductions
• Mortgage interest statement (Form 1098)
• Property tax records
• Student loan interest statement
• Charitable donation receipts
• Medical expense receipts
• Childcare provider info and payments
• Retirement contribution records (IRA, 401k)
• Health & Insurance
• Health insurance statements (Form 1095-A/B/C)
• HSA contribution/distribution records
• Self-Employment
• Business expense receipts, if self-employed
• Estimated tax payments made during the year
• Mileage log, if applicable
• Filing Logistics
• Tax preparation software or accountant appointment
• Copy of last year's filed return for reference