Personalized Tax Document Checklist

Use this checklist to learn what you specifically need to have on hand when you file your taxes. Select the options that apply to you and get your personalized required docs that you'll need.

Click on the options that apply to you in each category...

Personal Information

I'm Married

• Spouse's Social Security number or ITIN

• Your Social Security number or ITIN

• Your prior year tax return

• Valid form of identification or you and your spouse (Driver's License, Passport, Matricula Consular)

I'm Single

• Your Social Security number or ITIN

• Your prior year tax return

• Valid form of identification (Driver's License, Passport, Matricula Consular)

Dependents

Dependents Information

Social, Birth Certificate, Proof of Residency (Report card or Tenant lease showing name and address on it)

Childcare information

Name, address, tax ID number, amount paid to childcare provider

Income and Expenses (Include Spouse's if Married)

I have a W2 job

W2 and or Last Paystub from December

I'm Unemployed

Unemployment on Form 1099-G

Other Income/Expenses

I'm Self-Employed

• Records of all income income reported on1099s (1099-NEC, 1099-K, 1099-MISC)

• Records of all business related expenses

• Self-employed health insurance

• Receipts for car expenses

• Home office expenses

• Receipts for business equipment

• Rideshare driver’s annual summary

• Record of estimated tax payments made (1040-ES)

  
  

I received income from a Partnership, S-Corp or Trust

S-Corps, Partnership and Trusts Schedule K-1

I own rental property, AirBnB

• Rental income (Could be reported on 1099-Misc)

• Rental property expenses (Mortgage interest, property taxes, supplies, repairs, etc.)

• Rental property purchase information (Purchase price, date of purchase, etc.)

  
  

I paid estimated tax payments

Record of estimated tax payments made (1040-ES)

Investment and Savings

I had or sold Investments

• Interest and Dividend income on Form 1099-Int, Form 1099-Div, Form 1099-OID

• Stocks, cryptocurrency, mutual funds, bonds reported on 1099-B

• Dates and costs of property sold if not on 1099-B

• Losses from stock sales carried over from the previous year

• Income reported from sales of other property reported on Form 1099-S, 1099-B

• Expenses related to investments

  
  

Retirement and Social Security Income

I retired/received retirement income

• Social Security income Form SSA-1099, RRB-1099

• Retirement income Form 1099-R

Less Common Income

I sold my home

Home sales Form 1099-S

I had HSA/MSA income

HSAs, MSAs reported on 1099-SA

I received Alimony

Alimony received

*Only for divorce or separation agreements before January 1, 2019

I had canceled debt

Canceled debt Form 1099-A, Form 1099-C

I had gambling winnings

Gambling winnings on Form W2-G

Education Expenses

I attended college

Form 1098-T

I paid college tuition for a dependent

Form 1098-T for your dependent

Itemized Deductions

I own a home

• Form 1098 from mortgage company

• Property tax bill

• Mortgage interest and refinancing

• Settlement statement if you purchased a new home or refinanced

• Points paid (Found on Form 1098)

• State and local income taxes paid

I experienced a federally declared disaster

Casualty loss receipts

I purchased a vehicle

Vehicle sales tax

I donated to charity

Receipts for charitable donations (Including mileage to drive to volunteer)

I had out of pocket medical or dental expenses

Medical and dental expenses (Including mileage to drive to doctors appointments)

Adjustments to Income

I paid my own student loan or for my dependent

Form 1098-E Student Loan Interest

I contributed to an IRA

IRA contributions reported on Form 5498

I was a teacher

Teachers Education Expenses

I contributed to my HSA/MSA

HSA, MSA contributions reported on Form 5498-SA

I moved

Moving expenses (For active duty military only)

I paid alimony (Only divorces and separation agreements before January 1, 2019)

Alimony paid

Other Deductions and Credits

I had bad debt

Non-business bad debt (Deductible up to $3,000)

I made a green purchase

• Receipts for home energy-efficient equipment

• Electric vehicle purchase

I purchased Marketplace Insurance/CoveredCA

Health insurance through the Health Insurance Marketplace Form 1095-A