Getting your tax documents organized for your preparer can feel overwhelming, but you don’t have to do it alone. One of the most common questions we hear is, “What documents do I need for my individual tax return?”
Below is a general overview of the basic information and most common tax documents your preparer may need for the 2025 tax year. Not every item will apply to every taxpayer, but this list is designed to help you get started and feel more prepared for tax season.
If you’d like a more detailed, personalized checklist, or have questions about your specific situation, please reach out to our team. We’re happy to help make the process as smooth as possible.
Basic Information
- Full Legal Name, Spouse’s Full Legal Name, Social Security Numbers and Birthdates
- Same info for your children, if applicable
- Your Email Address and Spouse’s Email Address (each individual needs a unique email address, per the IRS for e-signature guidelines)
- Checking or Savings Account info – Routing number, account number, and account type
Common Forms (this is not a complete list)
- W2’s
- W-2-G – Gambling Income
- Schedules K-1 – Share of Income, Deductions and Credits
- 1099’s (there are many different types of 1099’s. Send everything you receive and let us know if you are expecting additional forms) Some examples Include:
- 1099-B – Stock/Mutual Fund Transactions
- 1099-R – IRA Distributions
- 1099-G – Unemployment, State and Local Refunds
- 1099-MISC – Rents, Royalties and Other Income
- 1099-NEC – Independent or Contract Work
- 1099-INT – Interest Income
- 1099-DIV – Dividends
- 1099-B – Stock Sales
- 1099 Composite – Investment Income
- 1099-S (if you sold a home)
- 1099-SA – HSA Distributions
- SA-1099 – Social Security Benefit
- 1099-K – Paypal, Venmo, etc.
- 1095-A, -B, -C – Health Insurance Documentation
- 1098 – Mortgage Interest
- 1098-T – Tuition Paid
- 1098-E – Student Loan Interest
- 5498 – IRA and HSA Contributions
Other Helpful Documentation
- Alimony Received
- Rental Property Income and Expenses
- Business Income and Expenses
- Any Letters or Communication from the IRS
- Child Care Expenses
- Teacher Expenses
- Medical/Dental Expenses
- Charitable Donations
- Real Estate Taxes Paid
- Other Income and Expenses
- 1040-ES – Summary of Estimated Tax Payments Made
- IRS Notice 1444 or other records showing economic stimulus payments
- Advance Child Tax Credit Payments Received
- Identity Protection PIN (if issued by the IRS)
- New Clients should send the previous 2 years State and Federal tax returns.
Helpful Information of 2025 Changes
- The IRS increased the standard deductions for 2025:
- $15,750 for Single & Married Filing Separately
- $31,500 for Married Filing Jointly & Qualifying Widow(er)
- $23,625 for Head of Household
This is NOT an exhaustive list of everything you may receive and need to submit to the IRS, but this should give you a general idea of what your tax preparer will need from you.
All documents can be submitted through your secure client portal. If you do not have a portal, we can set up up with one. Please call the office to request a portal.
