Put Together the Perfect Checklist to Ensure a Smooth Filing Process

• Your Social Security number
• Your spouse's full name and Social Security number
• Your unexpired government issued ID
• Your spouse's unexpired government issued ID

• Dates of birth and Social Security numbers
• Childcare records if applicable
• Form 8332 when the child’s custodial parent is releasing their right to claim a child to the noncustodial parent (if applicable)

• Forms W-2

• Unemployment (1099-G)

• Forms 1099-NEC, 1099-K, 1099-misc
• Income records to verify amounts not reported on 1099s
• Records of all expenses – check registers or credit card statements, and receipts
• Business-use asset information (cost, date placed in service, etc.) for depreciation
• Home office information, if applicable
• Record of estimated tax payments made (Form 1040ES)

• Records of income and expenses
• Rental asset information (cost, date placed in service, etc.) for depreciation
• Record of estimated tax payments made (Form 1040ES)

• Pension/IRA/annuity income (1099-R)
• Traditional IRA basis (prior-year Forms 8606 showing amounts already taxed)
• Social Security/RRB income (SSA-1099, RRB-1099)

• Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
• Income from sales of stock or other property (1099-B, 1099-S)
• Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)
• Expenses related to your investments
• Record of estimated tax payments made (Form 1040ES)
• 1099-B and/or 1099-DIV from cryptocurrencies, NFTs and all other similar type income or loss
• Cost of all cryptocurrencies, NFTs and other similar type of income sales
• Other Income & Losses

• State refunds (Form 1099-G)
• Income from K-1s either as investment or as active owner
• Gambling income (W-2G or records showing income, as well as expense records)
• Jury duty records
• Hobby income and expenses
• Prizes and awards
• Trusts
• Royalties (1099-MISC)
• Any other 1099s received
• Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC) Deductions

• Form 1098 or other mortgage interest statements
• Real estate and personal property tax records

• Cash amounts donated to religious organizations, schools, other charitable organizations

• Records of non-cash charitable donations

• Amounts of miles driven for charitable purposes

• Amounts paid for healthcare insurance and to doctors, dentists, hospitals

• Miles driven for medical purposes

• Travel expenses for medical, including hotels, planes, tolls, parking, etc

• Form 1095-A if you have health insurance through a State Marketplace (Exchange)

• Daycare paid for a child under age 13 so the taxpayer (and spouse) can work

• Wages paid to a babysitter

• Forms 1098-T from educational institutions

• Receipts for qualified educational expenses

• Records of scholarships or fellowships

• Form 1098-E for student loan interest

• Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid

• Invoice for large item purchases such as cars, boats, motorcycles etc.

• Amount of real estate taxes paid

• Amount of personal property taxes paid

• Form 5498-SA showing HSA contributions

• Form 5498 showing IRA contributions

• All other 5498 series forms (5498-QA, 5498-ESA)

• City/county you lived/worked/had property in

• Records to support property losses (appraisal, clean-up costs, etc.)

• Records of rebuilding/repair costs

• Insurance reimbursements/claims to be paid

• FEMA assistance information