Tax Preparation Checklist

PERSONAL INFORMATION

  • SSN/ITIN for you, spouse, dependents
  • Dates of birth (you/spouse/dependents)
  • IP PIN(s), if issued
  • Bank routing/account number for direct deposit or payments

INCOME

  • W-2(s)
  • 1099-R (retirement), SSA-1099/RRB-1099 (if applicable)
  • Self-employment: 1099-NEC/1099-K, sales records, profit & loss, expenses
  • Investments: 1099-INT/1099-DIV/1099-B, crypto/digital asset records
  • Rental: 1099-MISC (if any), rent received, expenses, depreciation schedule (if applicable)
  • Real estate sale: 1099-S and closing/escrow statement

DEDUCTIONS & CREDITS (IF APPLICABLE)

  • Mortgage interest: Form 1098
  • Property taxes / state tax payments / other SALT records
  • Charity receipts/acknowledgments
  • Education: 1098-T and qualified expense records
  • Student loan interest: 1098-E
  • Health insurance marketplace: 1095-A
  • Home energy / solar / battery: receipts & details
  • Clean vehicle credit: dealer time-of-sale report

TAX PAYMENTS & PRIOR YEAR

  • Estimated tax and/or extension payment records
  • Prior-year refund applied to 2025 (if any)
  • Last year’s tax return (helpful for reference/e-file)

ALSO BRING (WHEN APPLICABLE)

  • If you received overtime pay or tips in 2025 that are NOT reflected on your Form W-2: bring your FINAL 2025 pay stub showing YTD amounts.
  • If you purchased and financed a NEW vehicle in 2025 (not used and not a lease): bring your loan agreement showing the payment terms.

Tip: If you're unsure, bring it. It’s always better to have it on hand than to miss reporting income or claiming a deduction or credit.

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