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Form 1040 Tax Preparation Checklist

Use this individual tax preparation checklist to organize everything you need to file Form 1040. Includes W-2s, 1099s, investment income, dependent info, and deductions. .

Basic info

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Name, SSN or ITIN, and Date of Birth
Last Year's Return - hard copy or PDF file
Estimated Taxes Paid

Documents Recieved

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Form W-2s - wage and tax statements
Form 1095s – includes health insurance marketplace statement (1095-A), health coverage (1095-B) and employer-provided health insurance offer and coverage (1095-C)
Estimated Taxes Paid
Form 1098s - includes mortgage interest (1098) and student loan interest (1098-E)
Form 1099s - includes dividend income (1099-DIV), interest income (1099-INT & 1099-OID), merchant card and third party network payments (1099-K), miscellaneous income (1099-MISC), retirement plan distribution (1099-R), sale of home or real estate (1099-S), capital gain transactions (1099-B), distributions from an HSA, Archer MSA, or Medicare Advantage MSA (1099-SA) and unemployment compensation (1099-G)
Form 2439s - notice to shareholder of undistributed long-term capital gains
Schedule K-1s - partnership, S Corporation and estate or trust income

Personal Records

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Child and Dependent Care Expenses
Education Expenses
Medical Expenses
Vehicle (Personal Property) Taxes Paid

Personal Records

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Real Estate Taxes
Mortgage Interest Paid
Charitable Contributions
Business or Employee Expenses
Gambling Expenses

Personal Records

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Investment Transactions
Retirement Contributions
Foreign Earned Income and Foreign Taxes Paid
Moving Expenses

Personal Records

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Bank Information (Account and Routing Number for Direct Deposit/Withdrawal)
Prior year's Self-Select PIN or Prior year's AGI (Adjusted Gross Income)
Driver’s license
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