Income tax filing checklist

To ensure we have everything needed for a smooth and efficient process, please provide the following documents at your earliest convenience.

1. W-2 Forms Deductions & Credits:

          · Supply all W-2 forms from all employers.

2. 1099 forms:

          · Interest and dividends (1099-INT, 1099-DIV).

          · Self-employment income (1099-NEC or 1099-MISC).

          · Unemployment compensation (1099-G).

          · Social Security benefits (SSA-1099).

          · Retirement distributions (1099-R).

          · Capital gains (1099-B).

3. K-1 forms:

          · For any partnerships, trusts, or S-Corporation income.

          · Documentation of any alimony received (pre-2019 divorces).

4. Schedule C Forms:

          · To report income or loss from a business you operated or a profession you practiced as a sole proprietor

          · Documentation for any retirement contributions (IRA, 401(k), etc.).

          · Property tax statements (for possible credits).

          · Proof of education expenses (tuition, fees, 1098-T form for students).

          · Mortgage interest statements (Form 1098).

          · Charitable donation receipts (if itemizing).

          · Childcare expenses, including the provider’s tax ID or Social Security number.

          · Medical expenses (if itemizing and meeting the threshold).

          · Energy-efficient home improvement receipts (if applicable).

          · Proof of any estimated tax payments (if made during the year).

          · Any withholding documentation from W-2s and 1099s.

          · A copy of your previous year’s state and federal tax returns for reference (since some of the state forms may require

            federal amounts).

          · Any additional specific tax forms or tax credits you're eligible for.