Tax Prep Document Checklist

Bring what applies to you. Missing documents can delay your tax return. This is the same list we keep on our What to Bring page.

1) Personal information (required)

• Photo ID (driver’s license or state ID)
• Social Security numbers (you, spouse, dependents)
• Last year’s tax return (required for new clients)
• Bank account and routing number (for direct deposit)
• Any IRS or state letters you received

2) Income documents

• W-2 (all jobs)
• Most recent pay stubs (needed to calculate the overtime deduction)
• 1099-NEC / 1099-MISC / 1099-K
• 1099-G (unemployment / state refund)
• 1099-R (IRA / 401(k) / pension)
• SSA-1099 (Social Security)
• 1099-INT / 1099-DIV
• 1099-B (stock or crypto sales)

3) Health insurance (very important)

• 1095-A (Marketplace insurance)
• HSA forms: 1099-SA and/or 5498-SA (if applicable)

4) Home and vehicle

• 1098 (mortgage interest)
• Car loan interest statement, if you bought a new, U.S.-assembled vehicle with a loan taken out after 2024 (needed for the car-loan interest deduction)
• Property tax statement
• Closing disclosure (if you bought, sold or refinanced)

5) Dependents and childcare (if applicable)

• Childcare statement (provider information and total paid)

6) Education (if applicable)

• 1098-T (tuition)
• 1098-E (student loan interest)

7) Business or self-employed (if applicable)

• Income summary (invoices, deposits, reports)
• Expense summary (supplies, tools, insurance, etc.)
• Mileage log (business miles)

If you’re not sure, bring it anyway. We’ll review your documents and let you know what’s needed.