Documents We Need to Prepare Your Tax Return Checklist

Documents We Need to Prepare Your Tax Return


Identification (First Year Only) Copies of your:

  • Valid driver’s license or photo identification (self & spouse, if applicable)
  • Social Security cards for all persons listed on the return
  • Dates of birth for all persons listed on the return
  • For children living with you, a copy of their birth certificate

Income Documents:

  • Forms W-2 and 1099
  • Social Security Benefits
  • Unemployment Benefits
  • 1099-INT, 1099-DIV, 1099-B, 1099-R (i.e., statements from banks and other financial institutions)
  • Other statements, such as pensions, stocks, interest and any documents showing taxes withheld.
  • If self-employed or you own a business, records of all your income and expenses (Call to discuss)

Expenses and Deductions

  • Mortgage Interest (Form 1098)
  • Property Tax Statements
  • Personal Property Tax Statements (in Virginia, the “Car Tax” payments)
  • Tuition (Form 1098-T)
  • List of Contributions (Name of Organization, Date of Contribution and Amount) OR copies of all receipts
  • Dependent child care information: payee’s name, address, and SSN or tax ID number

Other Documents

  • Proof of account at a financial institution for direct debit or deposit (voided check with Account and ABA routing numbers)
  • Prior year tax return (first year only)
  • Record of state and federal estimated tax payments
  • Any letters from the IRS or state tax authority and a copy of your response

Download PDF Checklist