Document Checklist

Personal Documents

  • Your Social Security number or Tax ID number

  • Your spouse’s Social Security number or tax ID number

  • Your state ID or driver’s license

  • Your spouse's state ID or driver’s license

Income Documents

  • Form W-2 from each job

  • Form 1099-G

  • Forms 1099-NEC and 1099-K

    Income records for verification

    Records of all expenses

    Business-use asset information

    Home office information

    Record of tax payments: 1040ES

Dependent Documents

  • Full name and birthday

  • Social Security numbers or other tax ID numbers

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

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

Other Income

  • Recorder of income and expenses

    Rental asset information

    Record of tax payments: 1040ES

  • Pension/IRA: Form 1099-R

    Traditional IRA: prior-year Forms 8606

    Social Security: SSA-1099, RRB-1099

  • Interest: 1099-INT

    Income from stock sales: 1099-B

    Dates of Acquisition

    Investment-related Expenses

    Estimated tax payments: 1040ES

    Cryptocurrency: 1099-B

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Other Documents

  • Form 1098 or mortgage interest statements

    Real estate and personal property tax records

  • Amounts paid for healthcare and insurance

    Miles driven and travel expenses for medical purposes

  • Daycare paid for children under 13

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