Tax preparers: you're welcome to share this page with your clients as-is, or print it for your front desk.
About you
- Last year's tax return (federal and state)
- Government photo ID for you (and your spouse)
- Social Security numbers or ITINs for everyone on the return
- Bank routing and account number for direct deposit
- IRS Identity Protection PIN, if you have one
Dependents
- Names, dates of birth and Social Security numbers
- Childcare costs, with each provider's name, address and tax ID
- Form 1098-T and education expenses for students
Income
- W-2 from each employer
- 1099-NEC (contract/freelance work)
- 1099-MISC (rents, royalties, other income)
- 1099-K (payment apps, card processors, online marketplaces)
- 1099-INT (interest)
- 1099-DIV (dividends)
- 1099-B (sales of stocks, funds or crypto)
- 1099-R (pensions, IRAs, 401(k) distributions)
- 1099-G (unemployment, state tax refunds)
- 1099-SA (HSA distributions)
- Schedule K-1 (partnerships, S corporations, trusts, estates)
- Social Security benefit statement (SSA-1099)
Self-employment / business
- Income records (sales, invoices, 1099s you received)
- Expense records (receipts, statements)
- Mileage log for business use of a vehicle
- Home office measurements and costs
Deductions and credits
- Form 1098 (mortgage interest) and property tax bills
- Form 1098-E (student loan interest)
- Form 1095-A (Marketplace health insurance)
- Medical and dental expenses
- Charitable donation receipts (cash and items)
- HSA contribution records (Form 5498-SA, if issued)
- Retirement contributions (IRA, SEP, solo 401(k))
Payments already made
- Estimated tax payments, federal and state — dates and amounts
General information only — not tax advice. Your preparer may ask for more or fewer documents.
From pyxeon.com/accountants/checklist/ · Pyxeon, Long Island, NY