Personal Information

• ☐ Prior-year federal and state tax returns
• ☐ Social Security numbers/ITINs for taxpayer, spouse, and dependents
• ☐ Dates of birth for taxpayer, spouse, and dependents
• ☐ Current address
• ☐ Bank account and routing number for direct deposit
• ☐ IRS or state tax notices received
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Employment & Income

• ☐ W-2s from all employers
• ☐ 1099-NEC / 1099-MISC
• ☐ 1099-K
• ☐ 1099-INT — interest income
• ☐ 1099-DIV — dividends
• ☐ 1099-B — stocks/investments
• ☐ 1099-R — retirement/pension income
• ☐ SSA-1099 — Social Security
• ☐ 1099-G — unemployment or state tax refunds
• ☐ Other income documents
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Home & Real Estate

• ☐ Form 1098 — mortgage interest
• ☐ Property tax records
• ☐ Closing statement for property purchased or sold
• ☐ Records of major home improvements
• ☐ Rental property income and expense records, if applicable
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Dependents & Family

• ☐ Dependent information
• ☐ Childcare expenses and provider information
• ☐ Adoption-related expenses
• ☐ Education expenses
• ☐ Form 1098-T — tuition statement
• ☐ Student loan interest — Form 1098-E
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Deductions & Credits

• ☐ Charitable contribution receipts
• ☐ HSA contributions/distributions
• ☐ IRA contribution information
• ☐ Medical expenses, if applicable
• ☐ State/local tax payments
• ☐ Energy-efficient home improvement documents
• ☐ Other potential deductions or credits
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Investments & Other Income

• ☐ Brokerage statements
• ☐ Stock/crypto transaction records
• ☐ Rental income and expenses
• ☐ Gambling income/loss records
• ☐ Foreign income/accounts, if applicable
• ☐ Other investment income
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Payments

• ☐ Federal estimated tax payments
• ☐ State estimated tax payments
• ☐ Extension payments
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Life Changes

Please notify us if you had any of the following:

• ☐ Marriage or divorce
• ☐ Birth or adoption of a child
• ☐ Purchased or sold a home
• ☐ Started or stopped a job
• ☐ Retired
• ☐ Moved to another state
• ☐ Started or closed a business
• ☐ Received an inheritance
• ☐ Other significant financial changes
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Please provide any tax forms or notices you received, even if you are unsure whether they are needed.