Checklist: What You’ll Need for Tax Preparation

At One Call Financial, we make tax season as stress-free as possible. To help us serve you quickly and accurately, here’s a simple checklist of the documents and information you should bring to your appointment.

PERSONAL INFORMATION

• Your Social Security Number or Tax ID Number
  
  

• Spouse's full name, SSN or Tax ID, and date of birth
  
  

• Identity Protection PIN (if applicable)
  
  

• Direct deposit info (routing and account numbers)
  
  

• Foreign residency and reporting information (if applicable)

  
  

DEPENDENT INFORMATION

• Dates of birth and SSNs or Tax IDs for dependents
  
  

• Childcare provider info, including their Tax ID
  
  

• Income of dependents or other household adults
  
  

• Form 8332 (if a custodial parent releases their claim to a child)

  
  
  

SOURCES OF INCOME

(Include applicable documents and records)

Employed

• W-2 Forms
  
  

Unemployed

• 1099-G (unemployment compensation)
  
  

Self-Employed

• 1099-NEC, 1099-MISC, K-1s, or income records
  
  

• Expense receipts, business use assets (for depreciation)
  
  

• Home office details (if applicable)
  
  

• Estimated tax payments (Form 1040-ES)
  
  

Rental Income

• Income and expense records
  
  

• Property depreciation info
  
  

• Estimated tax payments (Form 1040-ES)
  
  

Retirement Income

• 1099-R (pension/IRA/annuity income)
  
  

• SSA-1099, RRB-1099
  
  

• IRA basis details (previously taxed contributions)
  
  

Savings, Investments, and Other Income

• 1099-INT, 1099-DIV, 1099-OID
  
  

• 1099-B or 1099-S (sales of stocks or property)
  
  

• Purchase date and basis of sold property
  
  

• 1099-SA or 1099-LTC (HSA, long-term care reimbursements)
  
  

• 1099-K (payment card/third-party transactions)
  
  

• Cryptocurrency transaction records
  
  

• Gambling winnings (W-2G or logbook)
  
  

• Jury duty income
  
  

• Hobby income and expenses
  
  

• Prizes, awards
  
  

• Trust income
  
  

• Royalty income (1099-MISC)
  
  

• Other 1099s
  
  

• Alimony paid/received (include ex-spouse's name & SSN)
  
  

• State tax refund
  
  

DEDUCTIONS & CREDITS

(Gather only what applies to you)

Home & Vehicle Ownership

• 1098 forms (mortgage interest)
  
  

• Property and real estate tax records
  
  

• Receipts for energy-efficient upgrades (solar, etc.)
  
  

• Electric vehicle information
  
  

Charitable Contributions

• Receipts for cash and non-cash donations
  
  

• Mileage logs for charitable activities
  
  

Medical & Health Expenses

• Receipts for out-of-pocket healthcare costs
  
  

• Insurance premiums