Tax Filing Prep
The folder of documents and questions to gather before sitting down (or seeing your CPA).
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Income Docs
- W-2 from every employer
- 1099-NEC / 1099-K for self-employment and platforms
- 1099-INT and 1099-DIV from banks and brokerages
- 1099-B for any sales of investments
- Social Security statement (SSA-1099) if applicable
Deduction Docs
- Mortgage interest (1098)
- Property tax statements
- Charitable donation receipts (over $250 needs letter)
- Student loan interest (1098-E)
- Tuition statements (1098-T)
- Childcare provider EIN and total paid
- HSA contribution and distribution forms (5498-SA, 1099-SA)
Self-Employed
- Total revenue and expenses by category
- Mileage log with dates and purposes
- Home office square footage if claiming
- Quarterly estimated payment receipts
Last Year
- Last year's return for reference
- Note any carryover items (capital losses, charitable)
After Filing
- Save return PDF and supporting docs in cloud + local backup
- Adjust W-4 if refund or balance due was significant
Save this checklist
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