Complete Your Document Checklist
Whether you’re working with a Tax Pro or filing on your own, you’ll need many of these documents to complete your return. Check out our checklist tool to find out which documents are relevant for you.”
Personal :
- Your valid government-issued ID
- Your spouse's valid government-issued ID
- Your spouse's full name and Social Security number or Tax ID number
- Your Social Security number or Tax ID number
Dependents :
- Childcare records, including the provider's Tax ID number, if applicable.
- Dates of birth and Social Security numbers or other Tax ID numbers.
- Form 8332, used when the custodial parent is relinquishing their right to claim a child to the noncustodial parent (if applicable).
Income :
Employed:
- W2- Forms
Unemployed:
- Unemployment (1099-G)
Self-Employed:
- Income records to confirm amounts not reported on 1099s.
- Forms 1099-NEC and 1099-K
- Information on business-use assets (cost, date placed in service, etc.) for depreciation purposes.
- Records of all expenses, including check registers, credit card statements, and receipts.
- Home office details, if applicable.
- Record of estimated tax payments made (Form 1040ES)
Rental Income:
- Record of estimated tax payments made (Form 1040-ES).
- Records of income and expenses.
- Information on rental assets (cost, date placed in service, etc.) for depreciation purposes.
Retirement Income:
- Social Security or Railroad Retirement Board income (SSA-1099, RRB-1099).
- Traditional IRA basis (previous year’s Forms 8606 indicating amounts already taxed).
- Pension, IRA, or annuity income (Form 1099-R).
Savings & Investments or Dividends:
- Dates of acquisition and records of your cost or other basis in property sold (if the basis is not reported on Form 1099-B).
- Income from sales of stock or other property (Forms 1099-B, 1099-S).
- Interest and dividend income (Forms 1099-INT, 1099-OID, 1099-DIV).
- Expenses related to your investments
- Forms 1099-B and/or 1099-DIV for income or loss from cryptocurrencies, NFTs, and other similar sources.
- Record of estimated tax payments made (Form 1040-ES).
- Cost of all cryptocurrencies, NFTs, and other similar income sales.
Other Income & Losses:
- State refunds (Form 1099-G)
- Gambling income (W-2G or records showing income, along with expense documentation).
- Income from K-1s, either as an investor or as an active owner.
- Jury duty records
- Hobby income and expenses
- Prizes and awards
- Trusts
- Any other 1099s received
- Royalties (1099-MISC)
- Health Savings Account and long-term care reimbursements (Forms 1099-SA or 1099-LTC) deductions.
Home Ownership:
- Records of real estate and personal property taxes.
- Form 1098 or other statements of mortgage interest.
Charitable Donations:
- Total miles driven for charitable purposes.
- Documentation of non-cash charitable donations.
- Cash donations made to religious organizations, schools, and other charitable organizations.
Medical Expenses:
- Medical travel expenses, including hotels, flights, tolls, parking, and more.
- Amounts paid for health insurance and to doctors, dentists, and hospitals.
- Miles driven for medical purposes.
Health Insurance:
- Form 1095-A if you have health insurance obtained through a State Marketplace (Exchange).
Childcare Expenses:
- Wages paid to a babysitter
- Daycare expenses for a child under 13, incurred to enable the taxpayer (and spouse) to work.
Educational Expenses:
- Receipts for qualified educational expenses
- Forms 1098-T from educational institutions
- Form 1098-E for student loan interest
- Records of scholarships or fellowships
State & Local Taxes or Sales Tax:
- Amount of state and local income tax paid (excluding wage withholding) or amount of state and local sales tax paid.
- Invoices for large purchases such as cars, boats, motorcycles, etc.
- Amount of real estate taxes paid
- Amount of personal property taxes paid.
Retirement & Other Savings:
- Form 5498-SA indicating HSA contributions.
- Form 5498 reflecting IRA contributions.
- All other forms in the 5498 series (5498-QA, 5498-ESA).
Federally Declared Disaster:
- FEMA assistance details.
- Insurance reimbursements or pending claims.
- Documentation of rebuilding or repair costs.
- Records to substantiate property losses (appraisal, cleanup costs, etc.).
- City or county where you lived, worked, or owned property.
Contact Us
Office Location
836 Foxon Rd, East Haven, CT 06513
228 Meadow St, Waterbury, CT 06702
Working Hrs
10:00 AM to 6:00 PM
Phone
(203) 430-7006