Preparing your tax return is much easier when you have the right documents ready. Gathering these items ahead of time helps ensure your return can be prepared accurately and without delays.
Below is a helpful checklist of common documents individuals may need when having their taxes prepared.
Personal Information
Social Security numbers for you, your spouse, and dependents
Dates of birth for all individuals on the return
A copy of last year’s tax return (if available)
Bank account and routing number for direct deposit of your refund
Income Documents
Bring any documents showing income you received during the year, such as:
W-2 forms from employers
1099 forms for contract or freelance work
1099-INT or 1099-DIV for interest or dividends
1099-R for retirement income
Social Security income statements (SSA-1099)
Unemployment income statements
Common Deduction and Credit Documents
If applicable, you may also want to bring:
Mortgage interest statement (Form 1098)
Property tax records
Charitable donation receipts
Medical expense records
Student loan interest statement
Education expense forms (1098-T)
Childcare expense records
Additional Documents That May Be Helpful
Depending on your situation, you may also need:
Health insurance forms (1095-A, 1095-B, or 1095-C)
Investment or brokerage statements
Records of estimated tax payments
Documentation for major life changes such as marriage, divorce, or a new dependent
Ready to Prepare Your Taxes?
Having these documents organized ahead of time can make tax preparation faster and easier.
Maritta Lynn Bookkeeping, Income Tax and Account Services provides experienced, friendly tax preparation for individuals who want their taxes handled carefully and accurately.
Contact us when you’re ready to schedule your tax preparation appointment.