Tax Season Document Checklist (Transcript)
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- Social security numbers
- Bank account numbers
- Dates of birth
- Last year’s tax return
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- W-2 forms
- IRA/Pension distributions (1099-R)
- Social Security benefits (SSA-1099)
- Contract work (1099-NEC)
- Interest income (1099-INT)
- Dividend Income (1099-DIV)
- Business income
- Rental property income
- Income for sale of property (1099-S)
- Unemployment income
- Gambling winnings
- Royalties
- Scholarships
- Awards
- Alimony income
- HSA distributions (taxable)
- Cancellation of debt (1099-C)
- Jury duty payment
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- IRA contributions
- Student loan interest paid (1098-E)
- Tuition paid (1098-T)
- Classroom expenses for educators
- Health savings account contributions
- Self-employed pension plans
- Self-employed health insurance plans
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- Charitable donations
- Mortgage interest (1098)
- Property taxes
- Income state taxes
- Investment interest
- Gambling losses
- Energy-efficient home improvements
- Education expenses (1098-T)
- Electric vehicle credit
- Childcare costs
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- Federal Estimated tax payments
- State Estimated tax payments
- Prior-year refunds applied
