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Tax Masters Document Checklist (PDF)
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Identification
Photo ID
- UNEXPIRED driver's license, state ID, or passport
- Front and back
- For you, spouse, and any adult dependent
Identification
Social Security
- SSN or ITIN letter for every person on the return
- Spouse + every dependent
- IRS IP PIN (if the IRS issued you one)
Income
Wages & Income
- W-2 from every employer
- 1099-NEC / 1099-MISC (contractor)
- 1099-K (Cash App, Venmo, Stripe)
- 1099-INT / 1099-DIV
- SSA-1099 / 1099-G
Business
Self-Employment
- Gross income for the year
- Expense records (receipts, statements)
- Mileage log for business driving
- Home-office square footage
- Estimated tax payments made
Family
Dependents
- Full legal name + SSN for each
- Date of birth + relationship to you
- Months lived with you
- Form 8332 (non-custodial parent claims)
Deductions
Credits & Write-Offs
- 1098 (mortgage interest)
- 1098-E / 1098-T (student loan / tuition)
- Property tax + charitable receipts
- Childcare provider info + amount
- IRA / HSA contributions
Health
Health Insurance
- 1095-A (Marketplace / ACA — must have)
- 1095-B / 1095-C (insurer / employer)
- 5498-SA / 1099-SA (HSA)
History
Prior Year
- Copy of last year's return
- Prior-year AGI (for e-file verification)
- IRS or state notices received
- Estimated payments made + dates
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