Tax Documents Checklist: What You Need Before Your Appointment
Walking into a tax preparation appointment without your documents wastes your time and your preparer's time. Here is what you need: 📄 Income documents: • W-2s from every employer • 1099-NEC and 1099-MISC for freelance and contract work • 1099-INT and 1099-DIV for bank interest and investment dividends • 1099-B for stock and investment sales • 1099-G for unemployment compensation • 1099-R for retirement distributions • 1099-K for payment platform income (Venmo, PayPal, Cash App) • K-1 forms for partnership or S-corp income 📄 Deduction documents: • 1098 for mortgage interest • 1098-T for tuition payments • 1098-E for student loan interest • Property tax statements • Charitable donation receipts • Medical expense records • Business expense records and mileage logs 📄 Other: • Prior year tax return • Social Security numbers for all household members • Bank account and routing numbers for direct deposit • Government-issued photo ID Gather everything now. Do not wait until April 14. 📞 Call (844) 200-8027 to book your preparation appointment. Real estate inquiries: (973) 392-2785 JRICKSS Financial Services
