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Tax Document Checklist

Use this list to gather what you need before your tax appointment. Not everything applies to everyone: tick what you have and bring or upload it to the client portal.

About you

Last year’s federal and state tax returns (if we did not prepare them)
Social Security number or ITIN for you, your spouse, and dependents (we will ask for them through the secure portal, not by email)
Date of birth for everyone on the return
Any IRS or state letters you received during the year
Identity Protection PIN (IP PIN), if the IRS issued one to you

Income

W-2 forms from every employer
1099-NEC and 1099-MISC for contract work; 1099-K from payment apps and platforms
1099-INT, 1099-DIV, and 1099-B from banks and brokers, including crypto
1099-R for retirement distributions and SSA-1099 for Social Security
1099-G for unemployment or state tax refunds
Schedules K-1 from partnerships, S corporations, estates, and trusts
Rental income and expenses for each property

Self-employment and business

Income and expense summary or profit and loss report
Business mileage log and vehicle expenses
Home office size and home expenses, if you use part of your home for business
Purchases of equipment and other large items

Deductions and credits

Form 1098 mortgage interest statement and property tax bills
Charitable donation receipts
Form 1098-T for college tuition and 1098-E for student loan interest
Childcare provider name, address, tax ID, and amount paid
Form 1095-A if you had health insurance through the Marketplace
HSA forms 5498-SA and 1099-SA, and IRA contributions
Estimated tax payments you made during the year (dates and amounts)

Outside the U.S.

List of foreign bank and investment accounts with the highest balance of each during the year
Foreign income and any foreign taxes paid
Ownership in foreign companies and foreign mutual funds

Please do not send Social Security numbers or tax documents by regular email; use the client portal. Questions? Call +1 (267) 272-0018.

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Accounting & Bookkeeping
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Payroll
Trusts & Estates
Financial Planning & Advisory
Business Formation, Changes & Dissolution
Sales Tax, Licenses & Permits
International Tax
Tax Resolution & IRS Notices

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Please don't include Social Security numbers or tax documents in this form. We'll send you a secure way to share them.

1030 Mill Creek Dr, Suite 101, Feasterville-Trevose, PA 19053
+1 (267) 272-0018
innahcpa@gmail.com
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Accounting & Bookkeeping
Tax Services
Payroll
Trusts & Estates
Financial Planning & Advisory
Business Formation, Changes & Dissolution
Sales Tax, Licenses & Permits
International Tax
Tax Resolution & IRS Notices

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