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Tax Preparation Checklist (2022 Tax Year)

Whether you prepare your taxes in person, drop-off your documents or file online, you will need certain information and documentation to file your tax return. Having all of your documents takes time but it guarantees you the refund you deserve. We are here to help you determine what documents you need to file your taxes based on your specific situation.

Use the checklist below to find the tax documents and forms you will need to get started.

Personal Information

Tax Identification Numbers are mandatory items on your checklist. All taxpayers will need the following to do their taxes.

Your social security number or tax ID number
Your spouse’s full name, social security number or tax ID number, and date of birth
Home address
Identity Protection PIN, if one has been issued to you, your spouse, or your dependent by the IRS
Routing and account numbers to receive your refund by direct deposit or pay your balance due if you choose

Dependents Information

If there are any dependents that you are planning to include in your tax return make sure to gather this information.

Dates of birth and social security numbers or tax ID numbers
Childcare records (including the provider’s tax ID number) if applicable
Income of dependents and of other adults in your home
Form 8332 showing that the child’s custodial parent is releasing their right to claim a child to you, the noncustodial parent (if applicable)

Income

Gather all the documents that confirm the money you received during the previous year.

Employed

Forms W-2

Unemployment

Unemployment (1099-G)

Self-Employed

Forms 1099, Schedules K-1, income records to verify amounts not reported on 1099-MISC or new 1099-NEC
Records of all expenses — check registers or credit card statements, and receipts
Business-use asset information (cost, date placed in service, etc.) for depreciation
Office in home 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 depreciationRecord of estimated tax payments made (Form 1040–ES)

Retirement Income

Pension/IRA/annuity income (1099-R)
Traditional IRA basis (i.e., amounts you contributed to the IRA that were already taxed)
Social security/RRB income (SSA-1099, RRB-1099)

Savings & Investments or Dividends

Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
Income from sales of stock or other property (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 1099-B)
Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)
Expenses related to your investments
Record of estimated tax payments made (Form 1040–ES)
Transactions involving cryptocurrency (Virtual currency)

Other Income & Losses

Gambling income (W-2G or records showing income, as well as expense records)
Jury duty records
Hobby income and expenses
Prizes and awards
Trust income
Royalty Income 1099–MISC
Any other 1099s received
Record of alimony paid/received with ex-spouse’s name and SSN

Deductions

Deductions can help you lower your taxable income, which generally means a reduced tax bill.

*It is important to have documentation to support deductions*

Home Ownership

Forms 1098 or other mortgage interest statements
Real estate and personal property tax records
Receipts for energy-saving home improvements (e.g., solar panels, solar water heater)
All other 1098 series forms

Charitable Donations

Cash amounts donated to houses of worship, schools, other charitable organizations
Records of non-cash charitable donations
Amounts of miles driven for charitable or medical purposes

Medical Expenses

Amounts paid for healthcare, insurance, and to doctors, dentists, and hospitals

Health Insurance

Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)

Childcare Expenses

Fees paid to a licensed day care center or family day care for care of an infant or preschooler
Amounts paid to a baby-sitter or provider care of your child under age 13 while you work
Expenses paid through a dependent care flexible spending account at work
Adoption costs and Social Security number from the child you legally adopted during 2022

Educational Expenses

Forms 1098-T from educational institutions
Receipts that itemize qualified educational expenses
Records of any scholarships or fellowships you received
Form 1098-E if you paid student loan interest

K-12 Educator Expenses

Receipts for classroom expenses (for educators in grades K-12)

State & Local Taxes

Amount of state and local income or sales tax paid (other than wage withholding)
Invoice showing amount of vehicle sales tax paid and / or personal property tax on vehicles

Retirement & Other Savings

Form 5498-SA showing HSA contributions
Form 5498 showing IRA contributions
All other 5498 series forms (5498-QA, 5498-ESA)

Federally Declared Disaster

City/county you lived/worked/had property in
Records to support property losses (appraisal, clean-up costs, etc.)
Records of rebuilding/repair costs
Insurance reimbursements/claims to be paid
FEMA assistance information
Check the FEMA website to see if your county has been declared a federal disaster area