Tax Document Checklist

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• Your Social Security number or tax ID number
• Your spouse's full name and 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

Child care costs:

 provider’s name, address, tax ID, and amount paid 

Education costs: 

Form 1098-T, education expenses

 Adoption costs: 

SSN of child; records of legal, medical and transportation costs 

Forms 1098: 

Mortgage interest, private mortgage insurance (PMI), and points you paid Investment interest expenses 

If You Itemize Your Deductions

Charitable donations: 

cash amounts, official charity receipts, canceled checks; value of donated property; miles driven and out-of-pocket expenses 

Medical and dental expense records 

Casualty and theft losses: amount of damage, insurance reimbursements 

Records of home business expenses, 

home size/office size, home expenses 

Rental property income/expenses:

 profit/loss statement, rental property suspended loss information Taxes you’ve paid 

State and local income taxes paid Real estate taxes paid Personal property taxes Vehicle license fees based on value of vehicle 

Other information 

Estimated tax payments made during the year (self-employed) Prior-year refund applied to current year and/or any amount paid with an extension to file Foreign bank account information: location, name of bank, account number, peak value of account during the yea