Tools for Individuals
Before you begin your tax return, gather all the required documents to minimize delays. Make sure you have social security numbers and birthdates for you and your dependents, all income documents (such as W-2 and 1099), and all expense related documents available before you file. We can send you a comprehensive tax organizer or you can use the checklist below as a guide for the documents needed to complete your tax returns.
Tax Return Document Checklist
- Information:
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Estimated Tax Payment Dates and Amounts (please provide receipts if possible)
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If you have had an Identity Protection pin in the past, please retrieve your 2025 IP Pin
from the IRS:
o https://www.irs.gov/identity-theft-fraud-scams/retrieve-your-ip-pin -
If you are claiming new dependents this year, please provide their Full name and DOB.
Call the Office at 281-962-0310 to provide their SSN
- Income from all sources in 2024:
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W-2 from all jobs held in 2024
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W-2G Gambling Winnings
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1099-MISC Rents, royalties, miscellaneous
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Schedule K-1 or a list of K-1s you are waiting on and when to expect them
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1099-B Brokerage tax statements (please provide all pages)
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1099-C Cancellation of Debt
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1099-DIV Dividends
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1099-INT Interest
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1099-K Payment Card and Third Party Network Transactions
- Retirement:
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1099-SSA Social Security Benefits
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1099-R Distribution information from retirement plans, pensions, etc.
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5498 Contribution information for IRAs
- Schedule C or E:
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Business and Rental or Royalty expenses ( See our templates here )
o Excel spreadsheets of statements can be downloaded from your bank
- Itemized Deductions:
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Medical Expenses
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Donations
o Name of Organization
o Cash amount
o Description and Fair Market Value of items donated -
Real Estate Property Taxes (Including MUD)
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1098 Mortgage Interest Statement
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HUD or ALTA Closing Statements for real estate transactions
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Major purchase Sales Tax Receipts / Statements
- Healthcare:
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1095-A Health Insurance Marketplace Statement
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5498-SA Contribution information for HSA or Archer MSA
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1099-SA Distribution information for HSA / Archer MSA
- Education:
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1098-T Tuition Statement
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1098-E Student Loan Interest
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1099-Q Payments from Qualied Education Programs
- Childcare:
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Childcare Provider Statements for dependent care expense
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Must include Name and EIN of provider, date and amounts paid
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