Tax Filing Preparation Checklist

To ensure a smooth and accurate tax filing process, please prepare the following documents.

Identification

#	Document
1	Driver's licenses and Social Security Numbers (SSN) for all adult family members.

Income Documents

#	Document	Description
1	W-2 Forms	Received from all employers for each working family member.
2	1099 Forms	Documentation of various types of income, including unemployment benefits, Social Security, contract payments, medical reimbursements, state tax refunds, gambling winnings, and other taxable income.

Expense and Deduction Documents

#	Document	Description
1	1098 Forms	Records of payments like student loan interest or property taxes.
2	1099-INT	Reporting interest income from savings accounts, certificates of deposit (CDs), and other interest-bearing sources.
3	1099-DIV	For investors who received dividends or distributions from stocks, mutual funds, and other investment products.
4	1099-B	Reporting income from the sale of securities, stocks, bonds, mutual funds, and other investment assets.
5	1099-MISC or 1099-NEC	Reporting income from sources such as rewards, including cryptocurrency transactions if applicable.
6	1099-K	Provided if you received income through cryptocurrency exchanges or platforms where transaction volumes exceeded thresholds.
7	Form 8949	Used to report capital gains or losses from cryptocurrency and other asset transactions. These details can often be gathered from trading reports on crypto platforms.

Collecting Information for All Family Members

#	Item	Details
1	Social Security Cards	For all dependents, including children and elderly relatives in your care.
2	Birthdates and Relationship Details	(e.g., son, daughter, mother, etc.)
3	Current Address	For each family member (if different from yours).

Gathering Additional Documents to Maximize Your Tax Refund

#	Category	Details
1	Childcare Expenses	Provide the name, address, tax identification number or Social Security number of the childcare provider.
2	Business Expenses	For self-employed individuals or small business owners.
3	College Education Expenses	Documents related to credits and/or scholarships received, along with tuition bills (Forms 1098-T/1098-E).
4	Educator Expenses for K-12 Teachers	Expenses for classroom supplies and materials.
5	Charitable Contributions	List of contributions and amounts, along with receipts for donations exceeding $250.
6	Vehicle Expenses	Details on vehicle sales tax, total miles driven during the year, and/or miles related to business activities.
7	Homeowners	Mortgage interest (Form 1098) and property tax payment records.

Having these documents ready will streamline your tax filing and help ensure accuracy. Contact us for assistance if you have questions regarding any of these forms.

We provide year-round tax services. After tax season, we remain available to address your questions and offer additional services as needed. We also prepare tax planning reports and forecasts to help you manage your tax liability efficiently, avoiding overpayments or underpayments throughout the year.