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New client tip: The more you can gather up front, the smoother your preparation goes. Don't worry about being perfect, if you're missing something, we can help you request transcripts from the IRS or track down other documents.
Category 1
Personal Information
- ✓Social Security Number (SSN) or ITIN for you, your spouse, and any dependents
- ✓Date of birth for you, spouse, and dependents
- ✓Government-issued ID (driver's license or state ID)
- ✓Current address and any address changes during the year
- ✓Bank routing and account numbers (for direct deposit of refunds)
- ✓Prior-year tax return (if new to us)
- ✓Marital status changes during the year
- ✓IRS Identity Protection PIN (IP PIN), if issued
Category 2
Income Documents
Wages & Employment
- ✓W-2 from each employer
- ✓Final pay stubs if W-2 not yet received
Self-Employment & Contract Work
- ✓1099-NEC for contract work income
- ✓1099-K for payment processor income (Stripe, Square, PayPal, Venmo)
- ✓Business income records not reported on 1099s
- ✓Records of business expenses (see Category 4)
Investment & Retirement Income
- ✓1099-INT for interest income
- ✓1099-DIV for dividend income
- ✓1099-B for stock/investment sales
- ✓1099-R for IRA, pension, and retirement distributions
- ✓SSA-1099 for Social Security benefits
- ✓Cryptocurrency transactions and cost basis records
- ✓Schedule K-1 from partnerships, S-Corps, or trusts
Other Income
- ✓1099-G for unemployment or state tax refund
- ✓1099-MISC for other income (rental, royalties, prizes)
- ✓Rental income records and expenses
- ✓Alimony received (for pre-2019 divorces)
- ✓Gambling winnings (W-2G)
Category 3
Deductions & Credits
Homeowners
- ✓1098 mortgage interest statement
- ✓Property tax records
- ✓Home closing statements (if bought/sold)
- ✓Energy-efficient home improvement receipts
Education
- ✓1098-T tuition statement
- ✓1098-E student loan interest
- ✓Records of books, supplies, required equipment
- ✓529 plan contributions and distributions
Healthcare
- ✓Form 1095-A, B, or C health coverage statements
- ✓HSA contributions and distributions (5498-SA, 1099-SA)
- ✓Medical expenses (if itemizing)
- ✓Long-term care insurance premiums
Family & Dependents
- ✓Childcare provider info + amounts paid (for Child & Dependent Care Credit)
- ✓Adoption expenses (if applicable)
- ✓Alimony paid (for pre-2019 divorces)
Other Deductions
- ✓Charitable donation receipts (cash and non-cash)
- ✓IRA / 401(k) contribution records
- ✓State and local tax payments
- ✓Federal or state estimated tax payments made
- ✓Casualty or theft loss records (in federal disaster areas)
Category 4
Self-Employed & Business
If you're self-employed, own a business, or file a Schedule C.
- ✓Business income records (invoices, receipts, sales reports)
- ✓Business expense records by category
- ✓Vehicle mileage log or vehicle expenses
- ✓Home office square footage & home expenses (if home office)
- ✓Equipment purchases (for depreciation / Section 179)
- ✓Self-employed health insurance premiums
- ✓SEP-IRA, Solo 401(k), or SIMPLE-IRA contributions
- ✓Estimated quarterly tax payments made
- ✓1099s issued to contractors
- ✓Prior-year Schedule C (if new to us)
Category 5
Special Situations
- ✓IRS notices or letters received during the year
- ✓Records of moves for job (if military)
- ✓Divorce or separation agreements
- ✓Foreign income or foreign bank accounts
- ✓Rental property records & expenses
- ✓Sale of primary residence documentation
- ✓Inheritance received (basis records important)
- ✓Estimated payments made to states other than your home state
Missing Something? Don't Worry.
If you're missing prior-year returns or income documents, we can request transcripts directly from the IRS on your behalf. That's part of our service.