Free Tax Document Checklist: Documents Needed to File Taxes

Use this helpful checklist to understand what to bring your expert Tax Pro, so that you can file fast and get the max tax refund you deserve.

The Tax Documents & Info you’ll Need to File

Government-issued photo ID (e.g., your driver's license)

Social Security numbers or other tax ID numbers

Any IRS or state notices or letters

1099-INT, 1099-OID or 1099-DIV

1099-B

K-1 business/farm income and deductions support

Which of the statements apply to you and your unique circumstances.

Have a W-2 / Employed

Have Children and / or

Dependents

Self - Employed

Own a Home

Own a Small Business

Own a Rental Property

Sold Stocks or Mutual Funds

Donated to a Charity

Have a Student Loan