Tax Return Document Checklist

  • Photo Id’s of Taxpayer, Spouse, and Dependents. (if Dependents are minor children, Copy of birth certificates)

  • Copy of SS Cards for all.

  • School, Medical, Church or other documents to document dependency.

  • Forms W-2 for wages, salaries and tips.

  • All Forms 1099 for interest, dividends, retirement, miscellaneous income, unemployment Compensation, Social Security, etc.

  • Brokerage statements showing investment transactions for stocks, bonds, virtual currencies, etc.

  • Schedule K-1 showing income from partnerships, S corporations, estates and trusts.

  • Statements and receipts supporting qualified educational expenses, deductions or distributions, including any Forms 1098-T, 1098-E, or 1099-Q.

  • All Forms 1095-A, 1095-B, and/or 1095-C related to health care coverage or the Premium Tax Credit.

  • All Forms 1099-QA and/or 5498-QA related to ABLE (Achieving a Better Life Experience) account .

  • All Forms 1099-H related to Health Coverage Tax Credit (HCTC) advance payments.

  • Statements supporting deductions for mortgage interest (Forms 1098), taxes, and charitable contributions (including any Form 1098-C).

  • Copies of closing statements regarding the sale or purchase of real property.

  • Legal papers for adoption, divorce, or separation involving custody of your dependent children.

  • Notice 1444-C and Letter 6475, Your 2021 Economic Impact Payment, showing the amount of the Economic Impact Payment (EIP3) you received.

  • Notice CP-21 or CP-22 showing an adjustment to your refund or balance due to an IRS adjustment to your tax return for the exclusion of unemployment compensation and/or Advance Premium Tax Credit as a result of the American Rescue Plan Act (ARPA).

  • Letter 6419 showing advanced Child Tax Credit (CTC) any payments you may have received.

  • Six-digit Identity Protection PIN if sent to you by the IRS.

  • Any tax notices sent to you by the IRS or other taxing authority.

Download the checklist in pdf