Tax Document Checklist

We have designed this checklist as your personal guide to compiling your tax documents. It is not a legal document; it may, however, save you time and remind you which tax documents you’ve accrued throughout the year. Please bring the following information to your tax appointment:

Personal Data

  •     Social Security Numbers (including spouse and children)
  •     Child care provider : Name, address and tax I.D. or Social Security Number
  •     Alimony paid: Social Security Number

Employment & Income Data

  •     W-2 forms
  •     Unemployment compensation: Forms 1099-G
  •     Miscellaneous income including rent: Forms 1099-MISC
  •     Partnership, S Corporation, & trust income: Schedules K-1
  •     Pensions and annuities: Forms 1099-R
  •     Social Security/RR1 benefits: Forms RRB-1099
  •     Alimony received
  •     Jury duty pay
  •     Gambling and lottery winning
  •     Prizes and awards
  •     Scholarships and fellowships
  •     State and local income tax refunds: Form 1099-G

Homeowner/Renter Data

  •     Residential address(es) for this year
  •     Mortgage interest: Form 1098
  •     Sale of your home or other real estate: Form 1099-S
  •     Second mortgage interest paid
  •     Real estate taxes paid
  •     Rent paid during tax year
  •     Moving expenses

Financial Assets

  •     Interest income statements: Form 1099-INT & 1099-OID
  •     Dividend income statements: Form 1099-DIV
  •     Proceeds from broker transactions: Form 1099-B
  •     Retirement plan distribution: Form 1099-R

Financial Liabilities

  • Auto loans and leases (account numbers and car value) if vehicle used for business
  • Student loan interest paid
  • Early withdrawal penalties on CDs and other time deposits


  • Personal property tax information


  • Gifts to charity (qualified written statement from charity for any single donations of $250 or more)
  • Unreimbursed expenses related to volunteer work
  • Unreimbursed expenses related to your job (travel expenses, uniforms, union dues, subscriptions)
  • Investment expenses
  • Job-hunting expenses
  • Job-related education expenses
  • Child care expenses
  • Medical Savings Accounts
  • Adoption expenses
  • Alimony paid
  • Tax return preparation expenses and fees

Self-employment Data

  • Business income: Forms 1099-MISC and/or own records
  • Partnership SE income: Schedules K-1
  • Business-related expenses: Receipts, other documents & own records
  • Farm-related expenses: Receipts, other documents & own records
  • Employment taxes & other business taxes paid for current year: Payment records

Miscellaneous Tax Documents

  • Federal, state & local estimated income tax paid for current year: Estimated tax vouchers, cancelled checks & other payment records
  • IRA, Keogh and other retirement plan contributions: If self-employed, identify as for self or employees
  • Records to document medical expenses
  • Records to document casualty or theft losses
  • Records for any other expenditures that may be deductible
  • Records for any other revenue or sales of property that may be taxable or reportable