TAX PREPARATION CHECKLIST

INCOME DOCUMENTS

• W-2 forms from all employers
• 1099 forms (NEC, MISC, G, R, INT, DIV, B, etc.)
• SSA-1099 (Social Security benefits)
• K-1s for partnerships, S corps, or trusts
• Proof of income from self-employment or side gigs
• Unemployment income (Form 1099-G)
• Rental property income and expenses
• Gambling winnings (W-2G)
• Any other income sources