Document Checklist

•  W-2 Forms
•  1099 SSA (Social Security Benefit Statement)
•  Records of Estimated Tax Payments Made to IRS and State
•  1095 A (Marketplace Healthcare Statement)
•  1098 Forms (Mortgage Interest Statement)
•  1099 R (Retirement Statement)
•  1099 MISC
•  1099 NEC
•  1098 T (Tuition Statement)
•  1098 E (Student Loan Interest Statement)
•  Schedule K1
•  Traditional IRA Statements
•  Income Records to Verify Amounts not Reported on 1099 MISC
•  Records of All Expenses
•  Business Use Assets
•  Office in Home Information
•  1099 INT (Interest Income)
•  1099 OID (Original Issue Discount)
•  1099 DIV (Dividents and Distributions)
•  1099 B or 1099 S - Income from sale of stocks or other property
•  Date of Acquisition and Records of Your Cost or Other Basis In Property You Sold (If Basis is Not Reported on 1099 B)
•  1099 SA (Distributions from HSA)
•  1099 LTC (Long Term Care and Accelerated Death Benefits)
•  Health Savings Account and Long-Term Care Reimbursements
•  Transavtions Involving Cryptocurrency (Virtual Currency)
•  1099 K Payment Card and Third-Party Network Transaction
•  W-2G Gambling Income
•  Fees Paid to Daycare
•  Vehicle Registration

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