Tax Wellness LLC

Personal Tax Document Checklist

A comprehensive list of documents required for your personal tax filing.

Income TypeDocuments
NEW CLIENT
  • Last Year's Tax Return
  • Personal Information in INTAKE TAB
WAGESW2
INTEREST
  • 1099-INT
  • 1099-B
DIVIDENDS1099-B
STOCK SALES
  • 1099-B
  • ESPP Stocks (Etrade supplemental, 3922, other sources to get W2 income)
  • RSU (Missing cost basis if any)
  • 1099-K (For partnership ETF)
EDUCATIONAL EXPENSES1098-T
SCHOLARSHIPS1098-T
STUDENT LOAN1098-E
STATE REFUND1099-G
UNEMPLOYMENT COMPENSATION1099-G
PAID FAMILY LEAVE
  • 1099-G
  • W2
SELF EMPLOYMENT INCOME1099-NEC
NON LABOR INCOME1099-MISC
PROPERTY SALE1099-S
HSA
  • 1099-SA
  • 5498-SA
  • W2
CANCELLATION OF DEBT
  • 1099-C
  • 1099-A
PERSONAL RESIDENCE
  • 1098 Mortgage Interest
  • Closing Mortgage Balance
  • Closing Cost Statement (for the first year)
  • Property Tax payment from County
OBAMACARE / MARKETPLACE INSURANCE1095-A
PROOF OF EMPLOYER INSURANCE1095-B/C
CASH OR PRODUCT DONATIONSRECEIPTS
DEPENDENT CARERECEIPTS
SOCIAL SECURITY BENEFIT1099-SSA
PARTNERSHIP INCOME1099-K
RENTAL INCOME
  • INCOME & EXPENSE STATEMENT
  • 1st Year: Cost Basis (Land Price, Building price + registration, and all improvements made with dates and amount)
FOREIGN INCOME (PASSIVE)
  • BANK STATEMENT
  • TAX RETURN
FOREIGN INCOME (EMPLOYMENT)
  • PAY SLIPS
  • TAX RETURN
MEDICAL EXPENSE >7.5% OF SALARYRECEIPTS