“What Documents Do You Need for Tax Prep? A Complete Checklist for Individuals”

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Tax season can feel confusing when you’re unsure which documents you actually need. This checklist makes it easy so you never have to wonder again.

1. Personal Information

These items help your tax preparer identify you and file correctly.

• Social Security numbers for you, spouse, and dependents

• Driver’s license or state ID

• Prior year’s tax return (helps catch deductions you missed)

2. Income Documents

Bring every form you received — even if you made only a little income.

• W-2s (from all employers)

• 1099-NEC (independent contractor work)

• 1099-K (Cash App, Venmo, PayPal, eBay, Etsy, Uber, DoorDash, etc.)

• 1099-INT or 1099-DIV (bank interest/dividends)

• 1099-R (retirement withdrawals)

• 1099-G (unemployment, state refunds)

• Social Security benefit statement

• Gambling winnings (W-2G)

If you received money, assume the IRS knows — bring the form.

3. Household & Life Changes (VERY IMPORTANT)

These change your tax refund:

• New baby

• Marriage or divorce

• A dependent moved in

• Moved states

• Started school

• Bought or sold a home

• Changed jobs

Tell your tax pro about anything that changed last year.

4. Deduction & Credit Documents

Childcare

• Provider name, address, EIN or SSN

• Amount paid

Education

• 1098-T from school

• Book/tuition receipts

Medical

• Out-of-pocket medical expenses

• Health insurance 1095-A (Marketplace)

• HSA contributions

Homeownership

• 1098 mortgage interest

• Property tax paid

• Closing disclosure if you bought a home

Charitable Donations

• Receipts for cash or items

• Donation letters for major contributions

5. Self-Employment Documents (if applicable)

• Income totals

• Expense receipts

• Mileage log

• Home office expenses

• Equipment purchases

Even people doing a small side hustle should bring this.

6. Investment & Retirement

• 1099-B for stocks/crypto

• IRA contributions

• 401(k) statements

7. Bank Information

For direct deposit of your refund:

• Routing number

• Account number

This helps you get your money faster.

Why This Checklist Matters

Bringing the right documents means:

✔️ Your taxes get done faster✔️ Your refund is accurate✔️ You avoid IRS issues✔️ You reduce back-and-forth with your preparer

This checklist makes filing smooth and stress-free — especially if you’re filing early.

Ready to File?

CoreLogix Consulting offers:

✨ Rapid Advance Refunds✨ Secure Virtual Appointments✨ Authorized IRS E-File Provider✨ Professional Representation for IRS Notices

Book now at CoreLogixConsulting.com