Here is a FULL comprehensive list of what you should have ready to file your taxes.
Personal Information
Full legal name (as appears on SS card)
Proof of identification
Current and previous addresses for the year you are filing
Your social security number or tax ID number
If married, your spouse’s social security number or tax ID number, full name, DOB
Identity Protection Number if issued by IRS (also for your spouse and dependents if applicable. *Routing and account numbers for refund or payment
Foreign reporting and residency information.
Dependent Information:
* Full names, dates of birth, and social security numbers/tax ID numbers.
* Relationship to you and number of months lived with you.
* Daycare/dependent care statements including EIN numbers/Social Security or tax Id
number and breakdown of each dependent’s expenses. Including summer camp
Programs.
* Any dependent income including investments
* College tuition form 1098T
* In case of custody sharing, form 8332 from custodial parent releasing their right to
claim dependent to non custodial parent.
* For new dependents (babies born in tax year) birth certificate.
Income Documents
W-2 Income
W-2 from each employer
W2-G gambling winnings
1099 Income
1099 NEC (self employment)
1099 MISC
1099-K (PayPal, CashApp, Venmo, Stripe)
1099-G (unemployment or state refund)
1099-C (cancellation of debt) Retirement Income
1099-R (retirement distributions)
1099-R (retirement distributions)
IRA/Pension basis Investment Income
1099-INT (bank interest)
1099-DIV (dividends)
1099-B (investments/Brokerage Statement)
1099 DA (CryptoCurrency Trades)
Self-Employment / Schedule C
Total income (from 1099s + cash)
Mileage & Vehicle
• Total business miles
• Total miles driven for the year
Vehicle purchase/lease documents
• Gas, repairs, insurance (if using actual method)
Home Office (if applicable)
• Square footage of home
• Square footage of office
• Rent or mortgage interest
• Utilities (electric, gas, water)
• Internet
• Home insurance
Business Expenses
• Advertising & marketing
• Insurance
• Office supplies
• Software subscriptions
• Phone & internet (business %)
• Equipment purchases
• Repairs & maintenance
• Professional fees (legal, tax prep)
• Business insurance
• Bank fees
• Professional fees (legal, tax prep)
• Continuing education
• Meals (business-related)
• Travel (airfare, lodging, rental car)
• Business credit card statements
• EIN letter (if you have one — not required for sole proprietors)
• Prior-year depreciation schedules
• Prior-year Schedule C
Equipment purchases/Business Assets for depreciation (cost date placed in service, etc
P&L Statment/Balance Sheet if applicable
Rental Income
Rents collected
Asset Information for depreciation (prior depreciation)
Expenses
• Property Taxes
• Mortgage Interest
• Insurance • Repairs
• Supplies/Maintenance
Health Insurance
1095-A (Marketplace)
1095-B or 1095-C (optional for filing but good to keep)
HSA contributions (Form 5498-SA)
HSA distributions (Form 1099-SA)
Education
1098-T (tuition)
Student loan interest (1098-E)
1099-Q Receipts for books/supplies
Deductions & Credits
Charitable donations (cash + non-cash)
Medical expenses (if itemizing)
Carryovers (capital losses, depreciation, NOLs)
Retirement Contributions
New Vehicle Purchase ( 2025-2028) * VIN number and interest paid for the year
Confirmed Overtime worked
Miscellaneous
Jury Duty Pay
Estimated taxes paid for the year – federal, state, local and carry over refunds.
- Last year’s tax return information