Tax document checklist

About you

• Photo ID for you and your spouse
• Social Security numbers and dates of birth for everyone on the return
• Last year’s Federal and State tax returns
• Bank routing and account number for your refund or payment
• Any IRS or Virginia Tax letters you received this year

Income

• W-2s from every employer
• 1099-NEC, 1099-MISC or 1099-K for freelance or side income
• 1099-INT and 1099-DIV for interest and dividends
• 1099-B or brokerage statements for stock and crypto sales, including stock compensation records
• 1099-R for retirement distributions and SSA-1099 for Social Security
• 1099-G for unemployment or state tax refunds
• Schedule K-1s from Partnerships, S-Corporations or trusts
• Rental property income and expenses

Deductions and credits

• Form 1098 for mortgage interest
• Loudoun County real estate and personal property tax receipts
• Charitable donation receipts
• Childcare costs with each provider’s name, address and tax ID
• Form 1098-T for tuition and 1098-E for student loan interest
• HSA forms (1099-SA, 5498-SA) and Form 1095-A if you bought marketplace coverage
• Receipts for energy-efficient home improvements
• Federal and Virginia estimated tax payments made, with dates

If you own a business

• Profit and loss statement and balance sheet, or your bookkeeping file
• Bank and credit card statements for the business
• 1099s you received and 1099s you issued to contractors
• Payroll reports (W-2s, W-3 and quarterly Forms 941)
• Purchases of equipment, vehicles or other assets
• Vehicle mileage log and home office details
• Loan statements and last year’s business return
• EIN letter and formation documents, if this is your first year

Life changes this year

• Marriage, divorce, a new baby or a new dependent
• Buying or selling a home, with closing statements
• Moving into or out of Virginia, with your move date
• Starting or closing a business

Not sure if something matters? Bring it anyway, or send us a photo and ask.