The following checklist is for reference purposes only. It is not a complete list of documents needed to complete your tax return. If you are unsure whether or not to include paperwork not listed below, always contact our office to confirm.

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Required paperwork

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Personal Information (for yourself and your spouse)

☐ A copy of your prior year tax return (if you have not filed in previous years, please provide the last return you filed)

☐ Copy of driver’s or non-driver’s license(s)

☐ Copy of social security card(s)

☐ Information about your stimulus payment, also known as economic impact payment (EIP) (include the IRS Notice 1444 if you have it)

☐ Bank account routing and account number to receive your refund by direct deposit or pay your balance due

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Dependent Information

☐ Copy of Birth certificate(s)

☐ Copy of social security card(s)

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Additional documents (not all documents listed below will apply) (please contact us if you have any question(s))

Income Information

☐ W-2

☐ Independent contractor or self-employment income listed on 1099-MISC

☐ Unemployment Form 1099-G

☐ Schedule K-1

☐ Financial reports such as income statement and balance sheet

☐ In-home office information

☐ List of business use assets and their information (cost, date placed in service, useful life, etc.) for depreciation

☐ Form 1040-ES

☐ Records of income and expenses for rental property

☐ Rental asset information (such as original cost of property, date placed in service, etc.) for depreciation

☐ Pension/IRA/annuity income (1099-INT, 1099-OID, 1099-DIV)

☐ Traditional IRA basis (the amounts you contributed to the IRA that where already taxed)

☐ Social security/RRB income (SSA-1099, RRB-1099)

☐ Interest, dividend income (1099-INT, 1099-IRD, 1099-DIV)

☐ Income from the sales of stock or other property (1099-B, 1099-S)

☐ Purchased date and price of property you sold (if basis is not reported on 1099-B)

☐ Heath Savings Account (HSA) and long-term care reimbursements (1099-SA or 1099-LTC)

☐ Transactions involving cryptocurrency (Virtual currency)

☐ Gambling income (W-2G or records showing income and expenses)

☐ Jury duty income

☐ Hobby income and expenses

☐ Prizes and awards

☐ Trust income

☐ Royalty income

☐ Any 1099 forms received

☐ Record of alimony paid and received with ex-spouse’s name and SSN

☐ State tax refund

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Deductions depend on your current life situation. Not all items listed below will apply to your situation

Deductions

☐ Form 1098 or other mortgage interest statements

☐ Real estate and personal property tax records

☐ Home energy-improvement receipts

☐ Any 1098 forms

☐ Charitable donation records and number of miles driven for charitable or medical purposes

☐ Receipts for unreimbursed medical expenses paid for healthcare, insurance, and to doctors, dentists, and hospitals

☐ Form 1095-A, if you enrolled in an insurance plan through the Marketplace Exchange

☐ Records and receipts paid for childcare expenses

☐ Form 1098-T from educational institutions

☐ Receipts for qualified educational expenses paid

☐ Form 1098-E for student loan interest paid

☐ Receipts for classroom expenses K-12 Educators and teachers

☐ Amounts paid to state and local income or sales tax, other than wages withholding

☐ Receipt for vehicle sales tax paid and / or personal property tax

☐ HSA and IRA contributions on form 5498-SA, 5498-QA, 5498-ESA

☐ Paperwork for federally declared disasters including; location of property, records to support property losses, receipt and records of rebuilding/repair costs, reimbursements of insurance and claims to be paid, and FEMA assistances

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Revised January 2021