Tax Document

Checklist

Common Documents We Need at Tax Time

by Gregory J. Cook, EA, CPA
Accredited Tax Advisor

January 30, 2019

Related to Income

  • W-2 Forms for wages and withholdings
  • 1099-R Forms for retirement or IRA income
  • 1099-SSA Forms for social security benefits
  • 1099-INT for interest income on savings
  • 1099-DIV for dividend income from investments
  • 1099-B for stock sales
  • Schedule K-1 for Business or Investment

Related to Deductions

  • Form 1098 for mortgage interest
  • Property Tax (if not on above form)
  • Car Tag Receipts
  • Church or Charity statements
  • Child or Dependent Care statements
  • Form 1098-T College Tuition
  • Form 1095-A, B or C Health Insurance
  • Form 1099-SA and 5498-SA Health Savings Accounts

Other

  • Driver License (both spouses)
Buddy Fricke, EA and Mary Penton, EA discuss a checklist of documents needed for tax filings.

Buddy Fricke, EA and Mary Penton, EA discuss a checklist of documents needed for tax filings.

Note the documents we've listed on this page are routinely a minimum list of items needed by individuals. The list is not intended to be all encompassing, but a good starting point.

Under the new Trump Tax Plan you may not itemize deductions on your federal return, but itemizing on your State of Alabama return might save you hundreds of dollars!