Step one

Tax document checklist

The most common forms to gather before we prepare your return. Tick them off as you find them; you will not need every one.

Questions? Call (925) 263-6283

Income documents

W-2: Wage and tax statement from employers1099 forms1099-NEC: Non-employee compensation for freelancers, contractors or gig workers1099-MISC: Miscellaneous income (for example rental income, prizes)1099-K: Payment card and third-party network transactions (for example PayPal, Venmo)1099-B: Proceeds from stock, bond or other investment sales1099-DIV: Dividend income from stocks or mutual funds1099-INT: Interest income from banks or financial institutions1099-G: Government payments (for example unemployment benefits, state tax refunds)1099-R: Retirement income from pensions, IRAs or 401(k)sK-1 (Form 1065 / 1120S): From partnerships, LLCs or S-corporationsForm SSA-1099: Social Security benefits receivedForm W-2G: Gambling winnings

Investment and retirement documents

Form 3921 / 3922: ISO and ESPP cost basis trackingForm 5498 / 5498-SA: IRA, HSA or MSA contributionsCrypto transactions: Records of cryptocurrency trades

Deduction and credit documents

Form 1098: Mortgage interest paidForm 1098-E: Student loan interest paidForm 1098-T: Payments for qualified education expenses (for yourself or dependents)Receipts for childcare expenses: Daycare providers paid (name, address and EIN)Receipts for charitable contributions: Donations (cash or non-cash)Receipts for medical expenses: Out-of-pocket medical, dental or vision expensesReceipts for property tax: Real estate taxes paid

Employer-provided and health documents

Form 1095-A / B / C: Health insurance coverage formsForm 1099-SA: HSA distributions

Rental property

Rental income and expenses: Records for income and deductible expenses if you own rental property

Business owners and self-employed

Profit and loss statement: Income and expensesMileage log: Vehicle expenses (business-related)