Tax Document Checklist
This list is meant to guide you in gathering the documents you need to file your return. You can save your can save your progress and return later or once you have finished click the "I'm Ready to file my taxes" button at the bottom to begin your tax return.
Income Documents
W-2 forms (from all employers)
1099-NEC or 1099-MISC
1099-K (payment apps or card processors)
1099-INT (interest)
1099-DIV (dividends)
1099-R (retirement distributions)
SSA-1099 (Social Security)
Unemployment income statements
Alimony received (if applicable)
Rental income records
Business income records or summaries
Cash income records (if applicable)
Self-Employed or Business
Income records or sales summaries
Expense records or receipts
Mileage logs
Business use of home information
Equipment or supply purchases
Prior-year business return (if available)
1099s received
Bank statements (if used to track income)
Dependents & Household
Full legal names and dates of birth
Social Security cards or ITIN letters
School or daycare records
Proof of residency (school, medical, or official mail)
Childcare provider information (name, address, EIN/SSN)
Custody or court documents (if applicable)
Housing & Personal Information
Current address
Government-issued photo ID
Lease or mortgage statements
Property tax statements
Rent payment records
Utility bills (if used to support household costs)
Housing & Personal Information
Current address
Government-issued photo ID
Lease or mortgage statements
Property tax statements
Rent payment records
Utility bills (if used to support household costs)
Education
Form 1098-T
Tuition payment receipts
Student loan interest (1098-E)
Scholarship or grant records
School enrollment documentation
Health & Insurance
Form 1095-A (Marketplace insurance)
Health insurance statements
HSA or FSA documents
Medical expense records (if applicable)
Deductions and Credits
Childcare expenses (including provider’s name, address, and EIN/SSN)
Student loan interest (Form 1098-E)
Medical and dental expenses (if applicable)
Property taxes and mortgage interest (Form 1098)
Charitable donations (receipts)
Investment and Retirement Information
Contributions to IRAs or HSAs
Stock transactions (with cost basis)
Other
Other Documents
Last year’s tax return (optional but helpful)
IRS letters/notices
Identity protection PIN
Bank account details for direct deposit of refunds
Special Situations
Proof of energy-efficient home improvements (if claiming credits)
Adoption related documents
Records for any major life changes (e.g., Marriage, Divorce, Birth)
School or medical records for dependents
Lease for proof of residency
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