Printable client resource
Individual Tax Document Checklist
Gather what applies to your situation before the appointment.
Identity and prior filing
- Photo identification for taxpayer and spouse
- Social Security or ITIN information for household members
- Prior-year federal and state tax returns
- IRS Identity Protection PINs, if issued
- Bank information only through the approved secure process
Income records
- W-2 forms
- 1099-NEC, 1099-MISC and 1099-K forms
- 1099-INT and 1099-DIV forms
- 1099-B brokerage statements and cost-basis records
- 1099-R and SSA-1099 forms
- Schedule K-1 forms
- Rental income and expense records
- Digital-asset transaction reports
Deductions and credits
- Form 1098 mortgage interest
- Property tax records
- Charitable contribution records
- Education forms 1098-T and 1098-E
- Childcare provider information
- HSA and IRA contribution records
- Energy improvement records
- Marketplace health insurance Form 1095-A
Self-employment and rental activity
- Income summary
- Expenses by category
- Mileage log
- Home-office measurements and expenses
- Assets and equipment purchased or sold
- Estimated tax payments
- Prior-year carryovers and depreciation schedules
This checklist is general information. Your return or matter may require additional records. Do not email sensitive documents unless you are using an approved secure method.