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We’ve put together a checklist of everything you may need to make this year’s taxes fast and easy.

Information and Documents

Personal Information

Banking and direct deposit information

• If there have been any changes to this information since last year, please let us know the updated bank information.

• Marital status

• If there have been any changes to your martial status since last year, please let us know the change and date of the change.

• Address

• If there have been any changes to this information since last year, please let us know the updated address information.

• Social security number (SSN)

• If filing jointly, your partner’s name and social security number

• List of dependents, including their name, date of birth, and SSN numbers

• If you have been a victim of identity theft, your issued 6-digit IRS identity code

Health and Child Care

• Childcare provider name, address, SSN or Employer Identification Number (EIN), and the amount paid to them

• List of major unreimbursed healthcare expenses, including amounts paid to assisted living facilities and health aides

Income & Debt 

• W2s and 1099-NECs

• Income from investments (1099-B, 1099-DIV, and summary brokerage statements)

• Cancellation of debt amount, including 1099-C

Business & Investment Properties

• Sale or Purchase of business and real estate information

Property

• Year-end mortgage interest amount for your primary and any investment properties that you own

• Home equity line of credit (HELOC) interest amount for primary and investment properties owned

• Settlement sheet for any real estate that’s been sold, purchased, or refinanced

Charitable Contributions

• Detailed information for non-cash contribution(s) that were over $500

• Formal appraisal report prepared by a qualified, licensed appraiser for non-cash contributions that were over $5000

• Cash/check contributions. Please include documentation for any amount great than $250

Casualty & Loss

• Loss or theft information

• If applicable, any insurance proceeds related to the loss event

Large Purchases

• Sales tax paid on large purchases, such as motor vehicles or boats, during the past year

Retirement

• Detailed information about contributions and year-end balances for Roth or traditional individual retirement accounts (IRA)

• IRA, Keogh, Savings Incentive Match Plan (SIMPLE), or Simplified Employee Pension Plan (SEP) account withdrawal information, including amounts contributed directly to qualified charitable organizations

Education

• Post-secondary education expenses (tuition) and qualified-related expenses

• Year-end statements from qualified state tuition plan contributions (e.g., 529 plan)

• Any 1099-Qs received for tuition plan distributions

Foreign Assets

• Foreign investment income information

• Foreign bank account detailed information, including the highest balance during the year

• Foreign income tax return

Environmental

• Installation or purchase invoice for energy-efficient purchased for your personal residence during the year

• Purchase invoice for alternative technology vehicle (plug-in electric drive motor vehicles)

IRS Notifications

• Copy of notice from IRS or other taxing authority of any changes in the prior year’s tax returns

Gifts & Trusts

• List of gifts that aggregate more than $16,000 with each recipient’s name

• Copy of trust documents if a trust was established or changed during the year

Cryptocurrency

• State whether or not you purchased or sold any cryptocurrencies in the last year, if yes, be able to provide detailed information regarding the transactions