Whether you use a Tax Pro or file by yourself, many of these documents will be necessary to complete your return and get your biggest refund.
Use our checklist tool to see which documents apply to you.

• Personal documents
• Your Social Security number or tax ID number
• Your spouse’s full name and Social Security number or tax ID number
• Your unexpired government-issued ID
• Your spouse’s unexpired government-issued ID
• Dependent documents
• Dates of birth and Social Security numbers or other tax ID numbers
• Childcare records (including the provider’s tax ID number), if applicable
• Form 8332 when the child’s custodial parent is releasing their right to claim a child to the noncustodial parent, if applicable
• Income sources
• Savings & investments or dividends
• Interest and dividend income (Forms 1099-INT, 1099-OID, 1099-DIV)
• Income from sales of stock or other property (Forms 1099-B, 1099-S)
• Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on Form 1099-B)
• Expenses related to your investments
• Record of estimated tax payments made (Form 1040-ES)
• Forms 1099-B, 1099-K, or 1099-MISC from crypto/digital/virtual currency, NFTs and all other similar types of income or loss
• Childcare expenses
• Daycare paid for a child under age 13 so the taxpayer (and spouse) can work
• Wages/amounts paid to caregivers
• Employed
• Forms W-2
• Unemployed
• Unemployment (Form 1099-G)
• Self-employed
• Forms 1099-NEC and 1099-K
• Income records to verify amounts not reported on 1099 forms
• Records of all expenses–check registers or credit card statements, and receipts
• Business use asset information (cost, date placed in service, etc.) for depreciation
• Home office information, if applicable
• Record of estimated tax payments made (Form 1040-ES)
• Rental income
• Records of income and expenses
• Rental asset information (cost, date placed in service, etc.) for depreciation
• Record of estimated tax payments made (Form 1040-ES)
• Retirement income
• Pension/IRA/annuity income (Forms 1099-R, CSA1099-R, CSF1099-R)
• Traditional IRA basis (prior-year Forms 8606 showing amounts already taxed)
• Social Security/RRB income (Forms SSA-1099, RRB-1099)
• Savings & investments or dividends
• Interest, dividend income (Forms 1099-INT, 1099-OID, 1099-DIV)
• Income from sales of stock or other property (Forms 1099-B, 1099-S)
• Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on Form 1099-B)
• Expenses related