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Document Check List
Form(s) W-2 (wages, etc.)
Form(s) 1099 (interest, dividends, etc)
Schedule(s) K-1 (income/los from partnership, S Corporations, etc)
Form(s) 1098 (mortgage interest) and property tax statements
Any 1099-G issued for unemployment compensation
Brokerage statements from stock, bond or other investments transactions
Closing statements pertaining to real estate transactions
All other supporting documents (schedules, checkbooks, etc)
Any tax notices received from the IRS or other taxing authorities
Stimulus Information
Marketplace Health Insurance
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