Tax Expert Checklist

• Your social security number or tax ID number
• Your spouse's full name, social security number or tax ID number, and date of birth
• Information about your stimulus payment — also known as an economic impact payment (EIP) — if applicable — you may have IRS Notice 1444 or other records showing your EIP amount
• Identity Protection PIN, if one has been issued to you, your spouse, or your dependent by the IRS
• IRS Letter 6475 - your 2021 Economic Impact Payment, to determine eligibility to claim the Recovery 

• Dates of birth and social security numbers or tax ID numbers
• Childcare records (including the provider's tax ID number) if applicable
• Income of dependents and of other adults in your home
• Form 8332 showing that the child's custodial parent is releasing their right to claim a child to you, the noncustodial parent (if applicable)
• IRS Letter 6419 - official documentation that has the details you need to report your advance Child Tax Credit (CTC) payments

•  Forms W-2

• Unemployment (1099-G)

• Forms 1099, Schedules K-1, income records to verify amounts not reported on 1099-MISC or new 1099-NEC
• Records of all expenses — check registers or credit card statements, and receipts
• Business-use asset information (cost, date placed in service, etc.) for depreciation
• Office in home information, if applicable
• Record of estimated tax payments made (Form 1040-ES)

• Records of income and expenses
• Rental asset information (cost, date placed in service, etc.) for depreciation
• Record of estimated tax payments made (Form 1040-ES

• Pension/IRA/annuity income (1099-R)
• Traditional IRA basis (i.e., amounts you contributed to the IRA that were already taxed)
• Social security/RRB income (SSA-1099, RRB-1099)

• Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
• Income from sales of stock or other property (1099-B, 1099-S)
• Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)
• Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)
• Expenses related to your investments
• Record of estimated tax payments made (Form 1040-ES)
• Transactions involving cryptocurrency (Virtual currency)

• Gambling income (W-2G or records showing income, as well as expense records)
• Jury duty records
• Hobby income and expenses
• Prizes and awards
• Trust income
• Royalty Income 1099-MISC
• Any other 1099s received
• Record of alimony paid/received with ex-spouse's name and SSN  
• State tax refund

• Forms 1098 or other mortgage interest statements
• Real estate and personal property tax records
• Receipts for energy-saving home improvements (e.g., solar panels, solar water heater)
• All other 1098 series forms

• Cash amounts donated to houses of worship, schools, other charitable organizations
• Records of non-cash charitable donations
• Amounts of miles driven for charitable or medical purposes

• Amounts paid for healthcare, insurance, and to doctors, dentists, and hospitals

• Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange) 

• Fees paid to a licensed day care center or family day care for care of an infant or preschooler
• Amounts paid to a baby-sitter or provider care of your child under age 13 while you work
• Expenses paid through a dependent care flexible spending account at work

• Forms 1098-T from educational institutions
• Receipts that itemize qualified educational expenses
• Records of any scholarships or fellowships you received
• Form 1098-E if you paid student loan interest

• Receipts for classroom expenses (for educators in grades K-12)

• Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid
• Invoice showing amount of vehicle sales tax paid and / or personal property tax on vehicles

• Form 5498-SA showing HSA contributions
• Form 5498 showing IRA contributions
• All other 5498 series forms (5498-QA, 5498-ESA)

• City/county you lived/worked/had property in
• Records to support property losses (appraisal, clean-up costs, etc.)
• Records of rebuilding/repair costs
• Insurance reimbursements/claims to be paid
• FEMA assistance information
• Check the FEMA website to see if your county has been declared a federal disaster area

Forms 1120, 1120-F and 1120-S

Forms 940, 940-PR, 941, 941-PR, 941-SS, 943, 943-PR, 944, and 945

Form 94x

Forms 990, 990-EZ, 990-N, 990-PF, 990-T, 1120-POL and 4720

Forms 720, 2290 and 8849

Forms 2350, 4868, 7004 and 8868

Form 56

Form 1040/SR/SS/PR/NR

Form 1041

Form 9465

Form 1065

Form 1042

Form 2555, 1116, 1116 AMT, 8938, FBAR (IRS FINCEN 114 instructions only)