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