Tax Prep Checklist:
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Individual Taxpayer Checklist
Personal Information
Photo ID (Driver’s License or State ID)
SSN or ITIN for you, spouse, dependents
Birthdates for all individuals on return
Bank info for direct deposit/debit
Income Documents
W-2s from all employers
1099-NEC, 1099-MISC (freelance or contractor income)
1099-G (unemployment)
1099-R (retirement)
1099-INT, 1099-DIV (interest/dividends)
SSA-1099 (Social Security)
1099-K (third-party payments)
Other income (gambling, jury duty, etc.)
Deductions & Credits
1098-T (education)
1098-E (student loan interest)
Childcare expenses + provider info
Charitable donations
Mortgage interest (Form 1098)
Property taxes
HSA or IRA contributions
Health Coverage
1095-A (Marketplace insurance)
Other 1095s if applicable
Other
Prior year tax return
IRS ID Protection PIN (if any)
Any IRS/state notices
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Small Business / Self-Employed Checklist
Income
1099-NEC / 1099-K
Internal records
Business bank statements
Expenses
Advertising & marketing
Office supplies/software
Travel, meals, and mileage logs
Utilities (business-use)
Insurance
Contractor payments + 1099s
Home office square footage
Other
EIN / Business license
Prior year business tax return
Estimated taxes paid
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Rental Property Owner Checklist
General
Property address(es)
Rental income
Mortgage interest (Form 1098)
Property taxes
Insurance
Repairs/maintenance
Utilities
Depreciation (if available)
Closing documents (if bought/sold)
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