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Tax Filing Checklist

The documents we'll need for tax preparation can vary based on your personal and business circumstances. Based on your answers we've created a checklist of necessary forms for your appointment.

 

Personal Information

  • Social Security number or Tax ID number
  • Spouse's full name, Social Security number or Tax ID number, and date of birth
  • Foreign reporting and residency information (if applicable)
  • Information about your stimulus payment — also known as an economic impact. payment (EIP) — if applicable — you may have IRS Notice 1444 or other records showing your EIP amount
  • Identity Protection PIN, if one has been issued to you, your spouse, or your dependent by the IRS
  • Routing and account numbers to receive your refund by direct deposit or pay your balance due if you choose

Dependent Information

Parents and caregivers should gather this information as they review what they need to file their
taxes.

  • Dates of birth and social security numbers or tax ID numbers
  • Childcare records (including the provider's tax ID number) if applicable
  • Income of dependents and of other adults in your home
  • Form 8332 showing that the child’s custodial parent is releasing their right to claim a
    child to you, the noncustodial parent (if applicable)

Employed:

  • Forms W-2

Unemployed:

  • Unemployment 1099-G

Business Income:

  • Forms 1099, Schedules K-1, income records to verify amounts not reported on 1099-MISC or new 1099-NEC
  • Records of all expenses — check registers or credit card statements, and receipts
  • Business-use asset information (cost, date placed in service, etc.) for depreciation
  • Office in home information, if applicable
  • Record of estimated tax payments made (Form 1040–ES)

Rental Income:

  • Records of income and expenses
  • Rental asset information (cost, date placed in service, etc.) for depreciation.
  • Record of estimated tax payments made (Form 1040–ES)

Retirement Income:

  • Pension/IRA/annuity income (1099-R)
  • Traditional IRA basis (i.e., amounts you contributed to the IRA that were already taxed)
  • Social security/RRB income (SSA-1099, RRB-1099)

Savings & Investments:

  • Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
  • Income from sales of stock or other property (1099-B, 1099-S)
  • Dates of acquisition and records of your cost or other basis in property you sold (if basis
    is not reported on 1099-B)
  • Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)
  • Expenses related to your investments.
  • Record of estimated tax payments made (Form 1040–ES)
  • Transactions involving cryptocurrency (Virtual currency)

Other Income:

  • Gambling income (W-2G or records showing income, as well as expense records)
  • Jury duty records
  • Hobby income and expenses
  • Prizes and awards
  • Trust income
  • Royalty Income 1099–MISC
  • Any other 1099s received.
  • Record of alimony paid/received with ex-spouse’s name and SSN
  • State tax refund

Home Ownership

  • Forms 1098 or other mortgage interest statements
  • Real estate and personal property tax records
  • Receipts for energy-saving home improvements (e.g., solar panels, solar water heater)
  • All other 1098 series forms

Charitable Donations

  • Cash amounts donated to houses of worship, schools, other charitable organizations
  • Records of non-cash charitable donations
  • Amounts of miles driven for charitable or medical purposes

Medical Expenses

  •  Amounts paid for healthcare, insurance, and to doctors, dentists, and hospitals.

Health Insurance

  • Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)

Childcare Expenses

  • Fees paid to a licensed day care center or family day care for care of an infant or
    preschooler
  • Amounts paid to a baby-sitter or provider care of your child under age 13 while you work
  • Expenses paid through a dependent care flexible spending account at work

Educational Expenses

  • Forms 1098-T from educational institutions
  • Receipts that itemize qualified educational expenses
  • Records of any scholarships or fellowships you received
  • Form 1098-E if you paid student loan interest

K-12 Educator Expenses

  • Receipts for classroom expenses (for educators in grades K-12)

State & Local Taxes

  •  Amount of state and local income or sales tax paid (other than wage withholding)
  •  Invoice showing amount of vehicle sales tax paid and / or personal property tax on
    vehicles.

Retirement & Other Savings

  • Form 5498-SA showing HSA contributions.
  • Form 5498 showing IRA contributions
  • All other 5498 series forms (5498-QA, 5498-ESA)

Federally Declared Disaster

  •  City/county you lived/worked/had property in
  •  Records to support property losses (appraisal, clean-up costs, etc.)
  •  Records of rebuilding/repair costs
  •  Insurance reimbursements/claims to be paid
  •  FEMA assistance information

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Frequently Asked Question

A W-2 form is a statement provided by your employer that shows your annual wages and the amount of taxes withheld. It is used to calculate your tax liability or refund.

If you are self-employed, you will need 1099-MISC or 1099-NEC forms, records of all income and expenses, and possibly a profit and loss statement.

A 1099 form reports various types of income other than wages, salaries, and tips. Common types include 1099-MISC for miscellaneous income, 1099-INT for interest income, and 1099- DIV for dividends.

Submit the documents you have to get the preparation started, and inform your tax professional of any outstanding documents. Provide the missing information as soon as possible.

Standard email is not secure for sending sensitive information. Upload your tax documents to our secure client portal https://takeawaytax.com/login.

Yes, providing your tax professional with copies of the previous year’s tax return can help them ensure accuracy and identify any carryover items.

Submit your documents as early as possible to give your tax professional adequate time to prepare your return before the filing deadline.

Easily book a call and upload documents with the free TakeAway Tax app.

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