Common Documents Required for Taxes
Use this list to make sure you've shared everything we need.
Note to new clients
Along with regular tax documents, please also provide:
- • Driver's License / State ID for taxpayer and spouse
- • Social Security card copies for taxpayer, spouse, and dependents
- • Copy of previous year's tax return
- • Form 1095 (A, B, or C) for Health Insurance
- • Your handwritten notes
Income & Reporting Documents
W-2 / W-2G
Wages and gambling winnings
1099-R
Retirement distributions
1099-INT / DIV / OID
Interest, dividends, original issue discount
1099-B
Brokerage with cost basis for stocks sold
1099-A / 1099-C
Cancellation of debt
1099-G
State refund or unemployment
SSA-1099
Social Security statements
1098 (Main home)
Mortgage interest
1098 (Rental)
Mortgage on rentals — write property address on form
1099-MISC
Requires "Business Worksheet"
K-1
Partnerships, S-Corps, Trusts
1098-T
College tuition and fees
1099-E
Student loan interest
1099-Q
Coverdell ESA distributions
1099-S
Real estate sales
Additional Items
- Completed Rental Worksheet for each rental property
- Each day care provider's address and tax ID
- Any other tax document not listed above
Ready to upload?
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