Tax Filing Checklist

Last updated: December, 2023

Complete your document checklist

Whether you use a Tax Pro or file by yourself, many of these documents will be necessary to complete your return. Use our checklist to see which documents apply to you.


  • Your Social Security number or tax ID number
  • Your spouse's full name and Social Security number or tax ID number
  • Your unexpired government-issued ID
  • Your spouse's unexpired government-issued ID


  • 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 when the child’s custodial parent is releasing their right to claim a child to the noncustodial parent (if applicable)



  • Forms W-2


  • Unemployment (1099-G)


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

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 1040ES)

Retirement Income

  • Pension/IRA/annuity income (1099-R)
  • Traditional IRA basis (prior-year Forms 8606 showing amounts already taxed)
  • Social Security/RRB income (SSA-1099, RRB-1099)

Savings & Investments or Dividends

  • 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 bases in property you sold (if the basis is not reported on 1099-B)
  • Expenses related to your investments
  • Record of estimated tax payments made (Form 1040ES)
  • 1099-B and/or 1099-DIV from cryptocurrencies, NFTs, and all other similar type of income or loss
  • Cost of all cryptocurrencies, NFTs and other similar type of income sales

Other Income & Losses

  • State refunds (Form 1099-G)
  • Income from K-1s either as investment or as active owner
  • Gambling income (W-2G or records showing income, as well as expense records)
  • Jury duty records
  • Hobby income and expenses
  • Prizes and awards
  • Trusts
  • Royalties (1099-MISC)
  • Any other 1099s received
  • Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC) Deductions

Home Ownership

  • Form 1098 or other mortgage interest statements
  • Real estate and personal property tax records

Charitable Donations

  • Cash amounts donated to religious organizations, schools, and other charitable organizations
  • Records of non-cash charitable donations
  • Amounts of miles driven for charitable purposes

Medical Expenses

  • Amounts paid for healthcare insurance and to doctors, dentists, hospitals
  • Miles driven for medical purposes
  • Travel expenses for medical, including hotels, planes, tolls, parking, etc

Health Insurance

  • Form 1095-A if you have health insurance through a State Marketplace (Exchange)

Childcare Expenses

  • Daycare paid for a child under age 13 so the taxpayer (and spouse) can work
  • Wages paid to a babysitter

Educational Expenses

  • Forms 1098-T from educational institutions
  • Receipts for qualified educational expenses
  • Records of scholarships or fellowships
  • Form 1098-E for student loan interest

State & Local Taxes or Sales Tax

  • Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid
  • Invoice for large-item purchases such as cars, boats, motorcycles, etc.
  • Amount of real estate taxes paid
  • Amount of personal property taxes paid

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

Disclaimer: The tax checklist provided is intended as a general guide and may not encompass all individual circumstances or tax situations. It is not intended to be exhaustive or final. Tax laws and regulations vary by jurisdiction and can change frequently. Therefore, it's crucial to consult with a certified public accountant (CPA) or tax professional to ensure that your specific financial and tax circumstances are accurately addressed and accounted for in your filings. This checklist serves as a helpful starting point, but personalized advice from a qualified professional is strongly recommended before making any tax-related decisions or submissions.