Tax Preparation Checklist
A comprehensive checklist to help you gather all necessary documents and information for your tax return.
Overall Progress
0%0 of 19 items completed
Collect W-2 Forms
Gather W-2 forms from all employers for the tax year. These forms show your wages, tips, and tax withholdings.
Tax DocumentsGather 1099-INT Forms
Collect 1099-INT forms from banks and financial institutions showing interest income earned.
Tax DocumentsCollect 1099-DIV Forms
Get 1099-DIV forms showing dividends and distributions from investments.
Tax DocumentsGet 1099-MISC Forms
Gather 1099-MISC forms for freelance work, rental income, or other miscellaneous income.
Tax DocumentsCollect 1098 Forms
Get 1098 forms showing mortgage interest, student loan interest, and tuition payments.
Tax DocumentsGet 1095 Forms
Collect 1095-A, B, or C forms showing health insurance coverage information.
Tax DocumentsGather Mortgage Documents
Collect mortgage statements and property tax records for itemized deductions.
DeductionsOrganize Charitable Contributions
Gather receipts and documentation for all charitable donations made during the year.
DeductionsCollect Medical Expenses
Gather receipts for medical expenses, including prescriptions, doctor visits, and health insurance premiums.
DeductionsOrganize Business Expenses
If you're self-employed, gather receipts for business expenses and mileage logs.
DeductionsChild Tax Credit Information
Gather information about dependents for child tax credit eligibility.
Tax CreditsEducation Credit Documents
Collect tuition statements and education expense receipts for education credits.
Tax CreditsEnergy Credit Documentation
Gather receipts for energy-efficient home improvements for energy credits.
Tax CreditsPrevious Year's Tax Return
Have your previous year's tax return ready for reference.
Filing InformationBank Account Information
Have your bank account details ready for direct deposit of refunds.
Filing InformationSocial Security Numbers
Ensure you have SSNs for yourself, spouse, and all dependents.
Filing InformationIdentity Documents
Have your driver's license or other government-issued ID ready.
Filing InformationCryptocurrency Records
If you traded cryptocurrency, gather transaction records and cost basis information.
Tax DocumentsForeign Account Information
If you have foreign accounts, gather FBAR and FATCA reporting information.
Tax DocumentsImportant Notes
- • Keep all tax documents for at least 3 years after filing
- • Make digital copies of important documents for backup
- • Double-check all numbers and calculations before filing
- • Consider consulting a tax professional for complex situations
- • File your return by April 15th or request an extension if needed