Document checklist
Here is a checklist of all the official documents that you will be need to gather in order to complete your tax return, as well as of the specific forms that apply to each individual situation. Use it as a personal tool to help you prepare for the tax filing process.
Required Documents For Everyone
Government issued photo ID (e.g., your driver’s license
2019 and 2020 federal and state tax returns
Social Security card
IRS Notices 1444-C or IRS Letter 6475 – Stimulus payments
Additional Documents Based on your individual situation
Sold a house
Supporting documentation for sale or 1099-S
Own a rental property
Rental income/deductions support such as 1099-MISC
Have a W-2 / am employed:
Wage statement – form W-2s from this year(one per employer)
Self employed
1099 MISC, business/farm income and deductions support
Own a small business
1099 MISC, business/farm income and deductions support, K-1
Have tuition
1098-T
Have ACA health insurance
1095-A
Sold stocks or mutual funds
1099-B
Have student loans
1098-E
Have children and/or dependents
Social Security cards for each child
IRS Letter 6419, Advanced Child Tax Credit payments
Own a home
1098, property tax bill, or mortgage statement
Had $1,500 more in interests/dividends
1099-INT, 1099-OID, or 1099-DIV
Donated to a chairty
Charitable donation receipts
Had a federally declared disaster
Home value before and after, value lost items, cost to repair/replace assets