top of page

Documents check-list to file individual taxes:

​​​

The specific documents required may vary based on your circumstances; here is a general checklist of documents. 

​​

1️⃣ Income Documents:

  • Employment & business income: Form W-2 wages, Forms 1099-NEC/1099-MISC for freelance or contractor income, and business income & expense summary (Schedule C).

  • Interest & investment income: Forms 1099-INT, 1099-DIV, 1099-B, brokerage consolidated statements, and foreign interest income (must be reported on Form 1040 even if FBAR/FATCA is not required) from banks and brokerage.

  • Property sale income: Form 1099-S and related documents for sale of real estate or other property.

  • Equity compensation statements: RSU vesting, stock option exercises (ISO/NSO), ESPP purchase & sale reports, Forms 3921/3922 (if issued).

  • Other income – Schedule K-1 (partnership, S-Corp, trust, or estate income), rental income & expenses (US or foreign), Forms 1099-G for unemployment or state tax refund, 1099-R for retirement distributions, and gambling or lottery winnings (Form W-2G).

2️⃣ Adjustments to Income:

  • HSA contributions (Form 5498-SA or payroll records), IRA/SEP/Solo 401(k) contributions, student loan interest (Form 1098-E), self-employed health insurance premiums

3️⃣ Deductions & Credits:

  • Home & property documents: Form 1098 (mortgage interest), property tax statements or payment receipts for real estate taxes paid directly by you (if not included in escrow), home purchase and sale documents, and receipts for energy-efficient home improvements.

  • Vehicle loan interest (2025 only, if applicable) – Car loan interest statement and purchase documents for a new personal-use vehicle bought after 12/31/2024, subject to income limits and other IRS eligibility requirements.

  • Charitable Contributions: Cash and non-cash donation receipts, including mileage logs for charitable driving.

  • Medical Expenses: Medical, dental, and vision bills and insurance premiums, required only if total expenses exceed 7.5% of adjusted gross income (AGI).

  • Education: Form 1098-T (tuition statement), tuition payment receipts and scholarship details, and Form 1098-E (student loan interest).

  • Child & Dependent: Receipts for childcare payments and the provider’s name, address, and EIN/SSN (required to claim the Child and Dependent Care Credit).

4️⃣ Retirement & Investment Accounts:

  • Form 1099-R (retirement account distributions), Form 5498 (IRA contributions), and rollover documentation (if applicable).

5️⃣ Health Insurance:

  • Form 1095-A (Marketplace coverage) or Form 1095-B / Form 1095-C (employer coverage); health insurance premium payment details required only if Form 1095-A is provided.

6️⃣ Foreign financial assets (FBAR & FATCA):

  • Details of foreign bank, PF, LIC, mutual fund, or brokerage accounts if total balances exceeded $10,000 at any time during calendar year 2025, including highest balance, bank name, and country; please check with your assigned tax preparer for the FBAR intake sheet to complete (Form 8938/FATCA details if applicable).

7️⃣ Other Relevant Documents:

  • Estimated tax payments (Form 1040-ES)

  • Foreign Employer Compensation documents – Foreign employer salary statements, tax withheld details, and bonus or incentive information (Form 16 or equivalent, if applicable).

​​

​

bottom of page