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Tax Filing
Personal Tax Filing Checklist
Comprehensive checklist of documents and information needed to ensure accurate and timely preparation of your personal tax return.
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Personal Information
- Full name, Social Security Number (SSN), and date of birth for yourself, your spouse, and any dependents
- A copy of last year's tax return (if not already with the tax preparer)
- Bank account details (routing and account numbers) for direct deposit of any refund
Employment Income
- W-2 forms from all employers
- 1099-NEC, 1099-K, or any other income documentation for self-employment
- Detailed record of business income and expenses for self-employed individuals
Investment & Retirement Income
- 1099-INT (interest income)
- 1099-DIV (dividends)
- 1099-B (sale of investments, including cost basis)
- 1099-R for retirement distributions
- SSA-1099 for Social Security benefits
Other Income
- 1099-G (unemployment or state tax refunds)
- Alimony received (if applicable)
- Rental income records
- Any other income documentation
Education Expenses
- Form 1098-T for tuition payments
- Records of student loan interest (Form 1098-E)
- Education-related expense receipts
Medical & Health Insurance
- Out-of-pocket medical, dental, or vision expenses
- Health insurance premiums paid
- Form 1095-A if you purchased insurance through the Healthcare Marketplace
- HSA or FSA contribution records
Deductions & Credits
- Charitable donation receipts (cash and non-cash)
- Childcare expenses with provider's name, address, SSN/EIN, and amount paid
- Form 1098 (mortgage interest)
- Property tax payment records
- IRA or retirement account contributions
- Job-related expenses (if eligible under current tax law)
Miscellaneous
- Records of estimated tax payments made during the year
- Details of any stimulus payments or advanced child tax credit received
- Any correspondence from the IRS or state tax agency
- Documentation of any major life changes (marriage, divorce, birth, adoption)
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