Tax Resources
Guides & Checklists to Help You Prepare.
Educational resources for individuals, self-employed professionals, business owners, and military families. More articles are added over time.
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What Documents Do I Need?
A general starting point for gathering your tax documents.
Request This ResourceSelf-Employed Tax Checklist
Income, expense, and mileage records for 1099 filers.
Request This ResourceMilitary & Veteran Tax Checklist
Documentation categories that may apply to military households.
Request This ResourceInteractive
Tax Document Checklist
Personal Information
- Government-issued identification
- Social Security or applicable taxpayer identification information
- Spouse information
- Dependent information
Income Documents
- W-2
- 1099-NEC
- 1099-MISC
- 1099-K
- 1099-INT
- 1099-DIV
- 1099-R
- SSA-1099
- Unemployment documents
- Other income statements
Education
- Form 1098-T
- Student loan interest documents
- Qualified education expense records
Business
- Income records
- Expense records
- Mileage
- Home-office information
- Equipment purchases
- Contractor-related records
- Prior-year depreciation information
Rental Property
- Rental income
- Mortgage interest information
- Property taxes
- Insurance
- Repairs
- Utilities
- Management expenses
- Prior-year depreciation
Military & Veterans
- Military income documentation
- Retirement documentation
- Residency information
- Relocation information
- State-related information
- Other applicable military tax records
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