Document Checklist
Your personal tax
Preparation Checklist
As taxes and life circumstances evolve, the documents you need to file your return can change as well. Let’s create a customized 2024 checklist tailored to your personal situation and the latest tax code updates.
Finish your document checklist
Whether you work with a Tax Pro or file on your own, many of these documents will be needed to complete your return. Use our checklist tool to find out which documents are relevant to you.
Personal
- Your valid, unexpired government-issued ID.
- Your spouse's valid, unexpired government-issued ID.
- Your Social Security Number (SSN) or Tax Identification Number (TIN).
- Your spouse's full name and Social Security Number (SSN) or Tax Identification Number (TIN).
Dependent(s)
- Dates of birth and Social Security numbers (or other tax ID numbers).
- Childcare records, including the provider's tax ID number (if applicable).
- Form 8332, if the custodial parent is releasing their right to claim a child to the noncustodial parent (if applicable).
Income
Employed
- W-2 Forms.
Unemployed
- 1099-G form for unemployment benefits.
Self-Employed
- Forms 1099-NEC and 1099-K.
- Home office information (if applicable).
- Records of estimated tax payments made (Form 1040-ES).
- Income records to verify amounts not reported on 1099 forms.
- Business asset details (cost, date placed in service, etc.) for depreciation.
- Documentation of all expenses, including check registers, credit card statements, and receipts.
Rental Income
- Income and expense records.
- Record of estimated tax payments made (Form 1040-ES).
- Rental property asset details (cost, date placed in service, etc.) for depreciation.
Retirement Income
- Pension, IRA, or annuity income (Form 1099-R).
- Traditional IRA basis (prior-year Forms 8606 showing amounts already taxed).
- Social Security or Railroad Retirement Benefits (SSA-1099, RRB-1099).
Savings & Investments or Dividends
- Expenses related to your investments.
- Record of estimated tax payments made (Form 1040-ES).
- Cost basis of cryptocurrencies, NFTs, and other similar assets sold.
- Interest and dividend income (Forms 1099-INT, 1099-OID, 1099-DIV).
- Income from the sale of stocks or other property (Forms 1099-B, 1099-S).
- Forms 1099-B and/or 1099-DIV for cryptocurrencies, NFTs, and other similar income or losses.
- Dates of acquisition and records of your cost or other basis in property sold (if basis is not reported on Form 1099-B).
Other Income & Losses
- Trust income.
- Jury duty records.
- Prizes and awards.
- State refunds (Form 1099-G).
- Royalties (Form 1099-MISC).
- Any other 1099 forms received.
- Hobby income and related expenses.
- Income from K-1s (as an investor or active owner).
- Health Savings Account (HSA) and long-term care reimbursements (Forms 1099-SA or 1099-LTC).
- Gambling income (Form W-2G or records showing income, along with expense documentation).
Home Ownership
- Form 1098 or other mortgage interest statements.
- Records of real estate and personal property taxes.
Charitable Donations
- Miles driven for charitable purposes.
- Documentation of non-cash charitable contributions.
- Cash donations to religious organizations, schools, or other charitable groups.
Medical Expenses
- Miles driven for medical purposes.
- Payments made for healthcare insurance, doctors, dentists, and hospitals.
- Travel expenses for medical care, including hotel stays, flights, tolls, parking, etc.
Health Insurance
- Form 1095-A, if you have health insurance through a State Marketplace (Exchange).
Childcare Expenses
- Wages paid to a babysitter.
- Daycare expenses for a child under age 13 to enable the taxpayer (and spouse) to work.
Educational Experiences
- Form 1098-E for student loan interest.
- Records of scholarships or fellowships.
- Form 1098-T from educational institutions.
- Receipts for qualified educational expenses.
State & Local Income Taxes or Sales Tax
- Amount of real estate taxes paid.
- Amount of personal property taxes paid.
- Invoices for large item purchases, such as cars, boats, motorcycles, etc.
- Amount of state or local income tax paid (other than wage withholding) or state and local sales tax paid.
Retirement & Other Savings
- Form 5498 showing IRA contributions.
- Form 5498-SA showing HSA contributions.
- Any other 5498-series forms (e.g., 5498-QA, 5498-ESA).
Federally Declared Disaster
- FEMA assistance information.
- Records of rebuilding or repair costs.
- Insurance reimbursements or pending claims.
- City or county where you lived, worked, or owned property.
- Documentation to support property losses (e.g., appraisals, cleanup costs, etc.).
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