Individual Tax Checklist: Common Forms

Gathering your documents is the most critical step in our Tax Client Journey. To ensure your return is accurate and filed before our guarantee deadline, please use this guide to identify which forms apply to you.

🟢 1. Income Statements (The Basics)

These forms tell us how much money you made in 2025.

• W-2: From your employer(s).
• 1099-NEC / 1099-K: If you did freelance, contract, or "gig" work (Uber, Etsy, etc.).
• 1099-INT / 1099-DIV: Interest from bank accounts or dividends from investments.
• 1099-B: From your brokerage (shows stocks or bonds sold).
• 1099-R: Distributions from retirement plans, IRAs, or 401(k)s.
• 1099-G: Unemployment compensation or state tax refunds.
• SSA-1099: Social Security benefits received.

🔵 2. Adjustments & Deductions (Reducing Your Tax)

These forms help us find ways to lower your taxable income.

• 1098 (Mortgage Interest): Sent by your mortgage lender.
• 1098-T (Tuition Statement): For higher education expenses.
• 1098-E (Student Loan Interest): If you paid interest on a qualified student loan.
• Charitable Contribution Receipts: Total amounts for cash donations and a list of donated goods (Goodwill, etc.).
• Medical Expenses: Only if they exceed 7.5% of your income (keep a summary of totals).
• K-1s: If you have ownership in a Partnership or S-Corp (even if it's not our firm's business return).

🟡 3. Credits & Life Events

• Form 1095-A: If you purchased health insurance through the Marketplace (Obamacare).
• Childcare Provider Info: We need the provider's name, address, and Tax ID/SSN, plus the total amount paid per child.
• Closing Disclosure (Settlement Statement): If you bought or sold a home in 2025.
• Estimated Tax Payments: A list of dates and amounts for any payments you sent directly to the IRS or State throughout the year.

⚠️ Commonly Forgotten Items

To provide you with the best "Peace of Mind," please check for these often-overlooked details:

Digital Assets: Did you buy, sell, or receive Crypto/NFTs? We need the transaction history reports. Identity Protection PIN: If the IRS issued you an IP PIN, we cannot e-file without it.

Direct Deposit Info: If you are expecting a refund, please provide your current Routing and Account numbers. |

Foreign Assets: If you have bank accounts or assets outside the U.S. totaling over $10,000 at any point, let us know!

🚀 Next Steps

Once you have collected these items, please upload them as PDFs to your Secure Tax Portal.

Pro-Tip: Please avoid sending photos of documents (JPEGs). PDF scans are much clearer, allowing our team to process your return efficiently!