US Tax Preparation Checklist: What You Need to Bring to The Taxman 59
The phrase “Tax Preparation Checklist” often brings stress, but it doesn’t have to! At The Taxman 59, we streamline the process for you. The key to a successful and maximizing tax filing is being organized.
Use this simple guide to collect all necessary documents and information before your appointment with us.
✅ Essential Documents for Your Tax Preparation
Bringing these items will ensure a fast, accurate, and maximum refund calculation.
1. Personal & Dependent Information
This information is mandatory for identification and claiming dependents.
Photo ID: Driver’s license or state ID for the taxpayer and spouse (if filing jointly).
SSN or ITIN Cards: Original or legible copies of Social Security Cards (SSN) or Individual Taxpayer Identification Number (ITIN) documents for EVERYONE listed on the return (taxpayer, spouse, and dependents).
Date of Birth: For all individuals listed.
Banking Information: Routing and account number for direct deposit of your refund.
2. Income Forms
These forms report all the income you received during the tax year. You should have one form for each source of income.
W-2: Received from your employer(s).
1099 Forms (Independent Contractors/Gig Economy):
1099-NEC (Non-Employee Compensation).
1099-MISC (Miscellaneous Income).
1099-K (Payment Card and Third Party Network Transactions, often from Uber, Lyft, etc.).
Investment Income: Forms 1099-INT (Interest), 1099-DIV (Dividends), and 1099-B (Stock/Investment Sales).
Retirement Income: Form 1099-R (Distributions from IRAs or pensions).
Other Income:
SSA-1099 (Social Security Benefits).
1099-G (Unemployment compensation, state/local tax refunds).
3. Deduction & Credit Information
To qualify for valuable tax credits and itemized deductions, you must provide documentation for these expenses. Keep all receipts!
🏠 Home & Property
Form 1098: Mortgage Interest Statement.
Property Tax Records: Proof of taxes paid to local authorities.
🩺 Health Care
Form 1095-A: Health Insurance Marketplace Statement (if you purchased insurance through the Health Marketplace).
Proof of Health Savings Account (HSA) Contributions: If applicable.
🧑🎓 Education
Form 1098-T: Tuition Statement from the educational institution.
Form 1098-E: Student Loan Interest Paid.
💸 Other Key Deductions
Childcare Expenses: The name, address, and SSN/ITIN of the care provider, and the total amount paid.
Charitable Contributions: Receipts or acknowledgment letters for donations made.
4. Prior Year’s Return
A Copy of Last Year’s Tax Return: This helps us compare data, check for important carryovers, and confirm correct starting balances.
💡 The Taxman 59 Pro Tip
If you are Self-Employed (Contractor/Sole Proprietor), be sure to meticulously track and itemize your business expenses throughout the year. This includes:
Business miles driven (a log is ideal).
Home office expenses (if qualified).
Supplies, equipment, and professional services related to your business.
Don’t leave money on the table! Proper documentation is your best friend.
We are here to make your tax season seamless and rewarding.
