Individual Tax Prep Checklist: Documents to Gather Before You File

Jun 12

1 min read

Updated: Sep 13

Use this checklist to gather your documents before filing. Being prepared helps reduce delays and missed deductions.

Income documents

• W-2s • 1099s (INT, DIV, NEC, K, etc.) • Unemployment statements • Social Security statements (if applicable)

Deductions & credits

• Mortgage interest + property tax • Student loan interest • Childcare expenses • Education forms • Charitable contributions (if applicable)

Next step

Submit the tax form on our website and we’ll confirm what you need based on your situation.

For professional filing, planning, prior-year, amendment, or qualifying resolution support, explore Tiff 4 Tax services.

Recent Posts

See All

Tax Prep vs Tax Planning: What’s the Difference (and Which Do You Need)?

Tax prep is filing. Tax planning is strategy. Knowing the difference helps you avoid surprises and keep more of what you earn. Tax prep Preparing and filing your return based on what already happened

1099 / Self-Employed Taxes: What to Track All Year (So Tax Time Is Easy)

If you’re self-employed or receive 1099 income, tracking the right items throughout the year makes filing easier and helps you avoid surprises. What to track • Income by client/platform • Business exp

Common Tax Filing Mistakes (Individuals + 1099 + Small Businesses) and How to Avoid Them

Many tax issues come from missing documents, messy bookkeeping, or filing with incomplete information. Here are common mistakes and how to avoid them. Common mistakes • Missing 1099s or other income f

Income documents

Deductions & credits

Next step

Comments