Basic Personal Information

 Make sure you have:

✅ Full legal name, date of birth, and SSN (for you, spouse, and dependents)
✅ Current address & phone number
✅ Last year’s tax return (federal & state)
✅ Bank account & routing number (for direct deposit of refund)
 

 ✅ W-2 forms from all employers for the year
*Self-Employed / Side Hustles / Gig Work*

✅ 1099-NEC or 1099-MISC forms
✅ 1099-K (Cash App, PayPal, Stripe, Uber, DoorDash, etc., if issued)
✅ Business income & expense records (cash app, invoices, receipts, mileage log)
*Unemployment / Government Income*

✅ 1099-G (unemployment benefits, state tax refunds, etc.)
 

*Social Security / Retirement*

✅ SSA-1099 (Social Security benefits)
✅ 1099-R (pension, IRA, 401(k) withdrawals)
*Interest, Dividends, Investments, Crypto*

✅ 1099-INT (bank interest)
✅ 1099-DIV (dividends)
✅ 1099-B (stock, options, crypto sales)
✅ Annual statements from Robinhood, Cash App, etc.
*Other Income*

✅ 1099-C (canceled debt)
✅ 1099-A (foreclosure)
✅ Gambling winnings (W-2G)
✅ Rental income records (rents received, expenses)
 

*Dependents / Family*

✅ Social Security numbers & birthdates for all dependents
✅ Proof that dependents lived with you (school records, medical records, lease, etc., if needed)
*Education*

✅ 1098-T (tuition statement)
✅ Receipts for books, fees, and supplies
✅ Student loan interest statement (1098-E)
*Child Care*

✅ Childcare provider name, address, EIN/SSN
✅ Total amount paid for each child
*Homeowners*

✅ 1098 (mortgage interest statement)
✅ Property tax bills
✅ Closing disclosure, if you bought/sold a home
*Medical (if itemizing)*

✅ Out-of-pocket medical/dental expenses (receipts)
✅ Health insurance forms (1095-A, 1095-B, or 1095-C if given)
*Work-Related / Business*

✅ Mileage logs (work, business, Uber/Lyft, etc.)
✅ Receipts for supplies, uniforms, equipment, advertising, etc.
✅ Home office expenses (square footage, internet %, utilities %, if business use)
*Charitable Donations*

✅ Receipts for cash donations
✅ Receipts or acknowledgments for donated goods (Goodwill, Salvation Army, etc.)
 

• ✅ IRS letters or notices received during the year
   
• ✅ Letter for any advance credits received (e.g., previous stimulus/advanced CTC in past years)
   
• ✅ Proof of identity (ID, driver’s license)