US personal tax return (1040) checklist

Always needed

• W-2 forms
  One from every employer you worked for this year.
• 1099 forms
  1099-INT, 1099-DIV, 1099-B, 1099-NEC, 1099-K, 1099-R — whichever you received.
• Any life changes this year?
  Marriage, new baby, moved state, bought/sold a home, started a business…
  A short written answer, not a file.

Only if it applies

Clients can say “I don’t have this” and move on.

• Last year’s tax return
  Only needed if you are new to us.
• Form 1098 (mortgage interest)
• Property tax statements
• Charitable donation receipts
• Childcare / dependent care costs
  Provider name, tax ID and amount paid.
• Health coverage forms (1095-A/B/C)
• HSA forms (5498-SA, 1099-SA)
• Estimated tax payments made this year
  Dates and amounts, federal and state.
  A short written answer, not a file.