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info@janssentaxcpa.com
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www.janssentaxcpa.comLinkinstwifac
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Tax Document Checklist
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(Life changes often impact your tax return, select all that apply below)
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Direct Deposit
Have a W-2 (are Employed)
Savings, Investments, Dividends
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Married
Own a Small Business
Interest & Dividends
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Children and/or Dependents
Self Employed
Other Income & Losses
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Have ACA Health Insurance
Retired
State & Local Sales or Other Taxes
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Own a Home
Unemployed
Federally Declared Disaster
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Sold a Home
Sold Stocks or Bonds
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Own Rental Property
Medical Expenses
Refund Anticipation Loan*
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Charitable Donation
Tuition, Fees, Student Loans
Zero Cost Tax Refund*
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1)Government issued ID (unexpired driver's license)2)Federal and state tax returns (prior two years)
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3)IRS Notices 1444-C or IRS Letter 6475 - Stimulus payments4)Social Security card
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5)Receipts for non-cash charitable donations6)Cash donated to schools or religious and other charitable organizations
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7)Amount of miles driven for charitable purposes8)IRS Letter 6419, Advanced Child Tax Credit payments
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9)Social Security cards and birth date for each child10)Records for children under 13 (including the provider's tax ID number)
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11)Form 8332, custodial parent releases right to claim child12)For direct deposit, provide deposit slip or cancelled check
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13)Wage statement - Form W-2 (one per employer)14)1099-INT, 1099-OID, or 1099-DIV
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15)Spouses government issued ID (unexpired driver's license)16)1098, property tax bill, or mortgage statement
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17)Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)18)Date acquired, cost records, other basis in property sold (if not on 1099-B)
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19)Expenses related to your investments20)1099-B (less common 1099-S or 8038-G)
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21)Amount of state/local income tax paid (other than wage withholding)22)Amounts of vehicle or other amount of state/local sales tax paid
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23)Amount of personal property taxes paid24)Form 1098-E for student loan interest
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25)Form 1098-T from educational institutions for qualified expenses26)Records of scholarships or fellowships
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