Tax Appointment: Document Checklist

Person scheduling tax appointment with their financial advisor
To file your taxes with accuracy this year, check this list of must haves for your next tax prep whether virtual, in person, or on your own.

To file your taxes with accuracy this year, check this list of must-haves for your next tax prep whether virtual, in person, or on your own.

Personal Documents & Information

  • State-issued personal identification card.
  • Social Security Cards, SSN Verification Numbers, or Individual Taxpayer ID number assignments will be necessary for you, your spouse, and any dependents.
  • Birth dates for all individuals on your tax return.
  • Bank account details for direct deposit of your hopeful refund. A voided check works best.
  • If available, your last 2 years filed tax returns.

Income Statements

  • Employment income: W-2 forms for any job you worked at in the year you are filing.

Self-Employment Income

  • 1099-NEC or 1099-K.
  • Records of income not reported on 1099.
  • Expense list and receipts.
  • Tax payments estimation.

Unemployment Income

  • 1099-G for unemployment pay and benefits.

Retirement Income

  • SSA-1099 form for Social Security benefits.
  • 1099-R for pension/annuity/IRA revenue.

Other Types of Income

  • Income or loss from the sale of stocks, bonds, or real estate.
  • Income or loss from rental property.
  • 1099-G for refund of state and local income taxes.
  • 1099-R for disability benefits.
  • Alimony records of received payments.
  • 1098-T for scholarships.

Don’t Forget Your Expenses!

Depending on the types of purchases you have made throughout the year, you may be able to claim deductions on your taxes if you have the following expenses.

  • Retirement contributions statement (401(K) or IRA.
  • College tuition or student loan repayment.
  • Paid taxes for the state and local entities.
  • Childcare expenses with documentation of payments, and provider info including SSN or EIN.
  • Charitable donation receipts.
  • For homeowners: mortgage statements and property tax bills.
  • Medical and dental bill paid statements.
  • Tax documents related to government-funded health care and economic stimulus payments.


Michael Callahan

Michael Callahan

CEO of Intentional Accounting

Financial Advice

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