Prepare with confidence

Your tax document checklist.

Use this general list to gather common records before your appointment. Your situation may require additional documents.

Check items as you gather them. Use your browser’s print option to save or print a copy.

Personal information

Government-issued photo ID Social Security cards or ITIN letters for everyone on the return Prior-year federal and state tax returns Bank routing and account information for direct deposit

Income records

W-2 wage statements 1099 forms for contract, gig, interest, dividends, retirement, or unemployment income SSA-1099 Social Security benefits statement Investment or cryptocurrency transaction records Alimony records when applicable

Dependents and family

Dependent names, Social Security information, and relationship Childcare provider name, address, tax ID, and amount paid Form 1098-T and education expense records Form 1095-A if anyone had Marketplace health insurance

Deductions and credits

Mortgage interest and property tax statements Charitable contribution records Student loan interest statement Medical expense records when significant Energy-efficiency or clean-vehicle purchase documents

Schedule C and self-employment

Business income totals and 1099 forms Business expense records organized by category Business-use mileage log Home-office measurements and related expenses Equipment or asset purchase details Estimated tax payment confirmations

Other important items

IRS or state tax notices Estimated tax payments made Prior-year refund applied to this year Identity Protection PIN letter, if issued Records for a home sale, rental property, or major life change

Need more organization?

Go beyond the basic list.

The $10 Tax Ready & Confident Kit includes fillable worksheets and a more detailed way to prepare for your appointment.

Explore the $10 kit →

This checklist is general information and does not replace personalized tax advice. C&D Tax Solutions will confirm the records required for your return.