Tax Preparation Checklists

Use these checklists to gather the documents and information needed for tax preparation. Fet Realty Tax can assist in organizing and filing your return accurately and efficiently.

Personal Information

Social Security numbers for yourself, spouse, and dependents
Driver’s license or government ID
Bank account and routing numbers for direct deposit/refund
Tax withholding information (W-4)

Income Documents

W-2 Forms from your employer(s)
1099-NEC, 1099-MISC for contract or freelance work
1099-INT for interest income
1099-DIV for dividend income
1099-R for retirement distributions
Schedule K-1 for partnerships, S corps, or trusts
Unemployment income statements

Deductions & Credits

Form 1098 – Mortgage interest statement
Property tax statements
Charitable donation receipts
Medical and dental expense records
Childcare provider details and EIN
Education expenses (1098-T)

Business & Self-Employment

Profit & loss statements and receipts
Vehicle mileage log and business use records
Home office expenses
Form 1099-NEC or contractor 1099s
Business bank and credit card statements

Other Important Records

Alien registration number (if applicable)
Last year’s tax return
Estimated tax payment records (1040-ES)
Health insurance forms (1095-A, 1095-B, or 1095-C)

This checklist is a general guide. Depending on your individual tax situation, additional items may apply. Fet Realty Tax can help identify what you need and ensure your return is complete.