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Tax Return Checklist
Make tax season simple with our comprehensive list of required documents.
Personal Information
- Valid ID
- Social Security numbers for all taxpayers and dependents
- Date of birth for all individuals on the return
Income Documents
- W-2s
- 1099 forms (NEC, INT, DIV, R, K)
- Retirement income statements
- Social Security benefits
- Business or rental income records
Deductions & Credits
- Mortgage interest statements
- Property tax statements
- Charitable contributions
- Childcare expenses
- Education expenses (1098-T)
- Medical expenses (optional)
Other Items
- Prior year tax return
- Direct deposit information
- Any IRS/state letters received