Chris Dykstra, EA
Individual Tax Organizer
Use this checklist to gather common documents before tax preparation or planning.
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Personal and Filing Information
Photo identification for taxpayer and spouse
Social Security numbers or ITINs for everyone included on the return
Prior-year federal and state tax returns
Bank routing and account information for direct deposit or payment
Identity Protection PINs, if issued by the IRS
Income Documents
Forms W-2
Forms 1099-NEC, 1099-MISC, or 1099-K
Forms 1099-INT and 1099-DIV
Brokerage statements and Forms 1099-B
Retirement income forms, including 1099-R
Social Security benefits statement, Form SSA-1099
Unemployment compensation records
Rental, royalty, partnership, S corporation, estate, or trust information
Adjustments, Deductions, and Credits
Health Savings Account forms and contribution records
Traditional or Roth IRA contribution records
Student loan interest statement
Education tuition statement, Form 1098-T
Mortgage interest statement, Form 1098
Real estate and personal property tax records
Charitable contribution receipts
Childcare provider name, address, tax ID, and amount paid
Energy-efficiency or clean-vehicle purchase documentation
Life Events and Other Information
Marriage, divorce, birth, adoption, or death during the year
Home purchase or sale documents
Change in employment or self-employment activity
Estimated federal or state tax payments made
IRS or state tax notices received
Foreign financial accounts, digital assets, or other special reporting matters