TAX PREPARATION CHECKLIST

• Photo ID (Driver’s License or Passport)
• Social Security cards or ITIN letters for you, spouse, and dependents
• W-2 forms from all employers    
• 1099 forms (NEC, MISC, INT, DIV, R)  

• Mortgage interest statement (Form 1098, etc.)

• Property tax statements  

• Charitable contribution records

• Childcare expenses and provider information 

• Student loan interest (Form 1098-E)  

• Tuition statement (Form 1098-T), if applicable  

• Health insurance forms, Form 1095-A if insured through the Marketplace

• Business income records (1099s, invoices, sales summaries) 

• Business expense records or summaries  

• Profit & Loss statement 

• Balance Sheet (if available)

• Vehicle mileage records 

• Home office information 

• Prior year business tax return 

• Payroll reports, if applicable

• Sales tax filings, if applicable    

•Copy of last year’s tax return (personal and/or business) 

• Bank account and routing number for direct deposit 

• Any IRS or state tax notices received