Tax Document Checklist
Get Your Personalized Document Checklist
Select what applies to you and we'll build a focused checklist of every document you need to gather before filing.
What applies to you?
Personal
- Photo ID / Driver's License
- SSN or ITIN for you, spouse, and dependents
- Prior year tax return (1040)
- Bank account & routing number (for direct deposit)
Income
- W-2 from each employer
- 1099-INT (interest income)
- 1099-DIV (dividend income)
- 1099-B (brokerage / capital gains)
- 1099-R (retirement distributions)
- SSA-1099 (Social Security)
Deductions
- 1098 (mortgage interest)
- Property tax statements
- Charitable contribution receipts
- Medical & dental expenses (if itemizing)
- 1098-T (tuition) / 1098-E (student loan interest)