The Ultimate Document Checklist for Tax Prep
TAXES
8/21/20261 min read
The Ultimate Document Checklist for Tax Prep
The secret to a fast, stress-free tax filing experience is gathering all your tax documents before your accountant sits down to work. Missing a single form can delay your refund by weeks or force you to file an amended return later. Use this comprehensive checklist to organize your files every January.
Personal Info Changes
New Child: Provide birth certificate and social security number.
Marriage: Marriage certificate, partner's drivers license and social security card.
Divorced - Child Claiming: If divorced and have children, need a list of the children that are being claimed on the current year's tax return.
Address, Phone or Email Change: Documentation or list showing the new information or change.
Income Documentation
W-2 Forms: From all employers you worked for during the calendar year.
1099-NEC / 1099-MISC Forms: For independent contractor work or freelance projects.
1099-INT / 1099-DIV Forms: Sent by your bank or brokerage account showing interest and dividend earnings.
1099-K Forms: From payment processors like PayPal, Venmo, or Stripe if you sell goods or services online.
K-1 Forms: For business owners or shareholders that have an investment in a company that shows the current net profit of the business.
Deduction and Credit Verification
Form 1098 (Mortgage Interest Statement): Provided by your mortgage lender.
Property Tax Records: If your property taxes are not paid through an escrow account.
Form 1098-E: Showing any student loan interest you paid during the year.
Charitable Donation Receipts: Written acknowledgments from non-profits for donations over $250.
Form 1095-A: If you purchased health insurance through the Health Insurance Marketplace.
Staying organized saves you time and ensures your accountant catches every credit you deserve. Keep this checklist handy and schedule your annual tax preparation appointment early to beat the chaotic spring rush. Don't forget to set up an appointment with us.
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