Tax Prep Checklist

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Full Name*Email Address*Phone Number*

DOCUMENT / FORMDESCRIPTION / NOTES

SSN / ITIN

For yourself, your spouse, and each dependent listed on the return.

IP PIN

Identity Protection PIN required if the IRS issued one to any taxpayer on the return.

Bank Account & Routing #

Needed for direct deposit of your refund or to pay any balance due.

Valid Photo ID

Driver's license or state-issued ID, often used for identity verification.

2024 Tax Return

Prior-year AGI needed for e-filing, especially if switching software or filing for the first time.

DOCUMENT / FORMDESCRIPTION / NOTES

Form W-2

From each employer you worked for in 2025.

Form 1099-NEC / 1099-K

For freelance, independent contractor, or gig economy income.

Form 1099-INT / 1099-DIV

For interest or dividends earned from banks or brokerage accounts.

Form 1099-B

Reports proceeds from sales of stocks, bonds, or other property.

Form 1099-DA

New form for reporting digital asset (cryptocurrency / NFT) transactions.

Form 1099-G

For unemployment compensation or state/local tax refunds received.

Form 1099-R

Distributions from retirement plans, pensions, or annuities.

Form SSA-1099

Reports Social Security benefits received during the year.

Schedule K-1

Income from partnerships, S-corporations, estates, or trusts.

DOCUMENT / FORMDESCRIPTION / NOTES

Form 1098 (Mortgage Interest)

Report mortgage interest and property taxes paid to your lender.

Form 1095-A

Required if you received health insurance through the ACA Marketplace.

Form 1098-T / 1098-E

1098-T for tuition payments; 1098-E for student loan interest paid.

Charitable Donation Receipts

Records of cash/non-cash donations; include mileage logs for volunteer work.

Childcare Records

Payments to a daycare or babysitter, including their Tax ID or SSN.

Medical Expense Records

Totals paid to doctors, dentists, hospitals needed if itemizing deductions.

Energy-Saving Improvements

Receipts for qualified upgrades: solar panels, efficient windows/doors, etc.

Vehicle Purchase Info

VIN and interest paid if you purchased a qualifying new clean vehicle.

DOCUMENT / FORMDESCRIPTION / NOTES

Business Expense Records

Receipts, check registers, and credit card statements for business costs.

Mileage Log

Documented business use of a personal vehicle (date, purpose, miles).

Home Office Records

Square footage of office vs. total home; utility bills and mortgage/rent records.

Estimated Tax Payments

Records of quarterly payments (Form 1040-ES) made to the IRS or your state.

DOCUMENT / FORMDESCRIPTION / NOTES

Foreign Asset Records

Required if you held over $10,000 in a foreign account at any point in 2025 (FBAR).

IRA Contribution Records

Form 5498 showing contributions made to traditional or Roth IRA accounts.

Disaster Loss Records

Documentation of property damage or losses in a federally declared disaster area.

Additional notes (optional)