Your Tax Season Document Checklist

Getting your documents together early is the single biggest thing you can do to make tax season easier. Here's what most clients need.

Income

• W-2s from every employer
• 1099s: 1099-NEC, 1099-MISC, 1099-K, 1099-INT, 1099-DIV, 1099-B, 1099-R, and SSA-1099
• Records of self-employment income and expenses
• Rental income and expenses
• K-1s from partnerships, S corporations, estates, or trusts

Deductions and credits

• Form 1098 for mortgage interest
• Property tax statements
• Charitable donation receipts
• Childcare provider name, address, tax ID, and amount paid
• Form 1098-T for tuition and 1098-E for student loan interest
• Health insurance forms (1095-A if you bought coverage through the Marketplace)

Other

• Last year's tax return, if we didn't prepare it
• Estimated tax payments you made during the year
• Any IRS or state letters you received

How to send your documents

Please don't email tax documents. Email isn't secure enough for Social Security numbers and financial information. Once you're a client, upload everything through our secure client portal. You can take photos of paper documents with your phone and upload them directly.