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Tax Checklist

Tax Documents Checklist Forms of Identification
Driver’s License/State ID Social Security Card(s)
​​Dependents Social Security Card(s)                       
Prior year Tax Return
State Taxes
Expenses Tuition and Education Fees/1098-T
Marketplace/1095-A ​​​ Health Insurance form Insurer or Employer/1095-B or 1095-C
Gambling Winnings and losses/W-2G State refund amount/1009-G Alimony Paid or Received
​Taxes paid ​ Student Loan Interest/1098-E
​Rental Income and Expense/1099-MISC Commissions Received/Paid Pension/Retirement Income/1099-R
Canceled Debt Amount/1099-C
Social Security Income/SSA-1099
Sell of Stock Statements/1099-B 
Employment Wages/W-2s Business Income
Expenses 1099-NEC, 1099-MISC 1099-K
Profit and Loss statement
General Ledger Other Business Documents Balance Sheet K-1 Forms Forms of Income
​ Interest Income/1099-INT
Dividend Income/1099-DIV
Record of Purchase or Sale of Residence
 Deductible Records Medical and Dental Expenses
Taxes Paid Real Estate Taxes
Personal Property Taxes
Sales Taxes Estimated/Quarterly Taxes Foreign
 Moving Expenses for military members Casualty and Theft Losses related to Qualified Disaster Childcare Expenses and the provider’s name, Address, SSN or EIN the expenses were paid to ​ Cash and non-cash charitable contributions Mortgage or Home Equity Loan Interest Paid/1098 Job-related Educational Expenses Educator  ​ Receipts for qualified energy efficient home improvements Other forms ​​ Health Insurance bought