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(314) 828-9905 · samieh@stonegateledger.com · stonegateledger.com

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The Tax Season Checklist

Gather what applies to you before your appointment. Not everything here will fit your situation, and that's fine.

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Everyone

Photo ID for you (and your spouse, if filing jointly)
Social Security cards or ITIN letters for everyone on the return
Dates of birth for all dependents
Last year's federal and state tax returns
Bank routing and account number for direct deposit
IRS or state notices you received this year

Income

W-2s from every employer
1099-NEC and 1099-MISC for contract or freelance work
1099-K from payment apps and card processors
1099-INT, 1099-DIV and 1099-B for interest, dividends and investment sales
1099-R for retirement distributions; SSA-1099 for Social Security
1099-G for unemployment or state refunds
Schedule K-1s from partnerships, S corporations or trusts
Records of any cryptocurrency sales or trades

Deductions & credits

Form 1098 mortgage interest statement and property tax bills
Receipts for charitable donations
Form 1098-T tuition statements and 1098-E student loan interest
Child and dependent care provider names, addresses and amounts paid
Form 1095-A if you had Marketplace health insurance
HSA forms (5498-SA, 1099-SA) and retirement contributions
Records of estimated tax payments made this year

Business owners & new businesses

Profit and loss statement, or your bookkeeping file
Business bank and credit card statements
1099s you received, and 1099s you issued to contractors
Payroll reports (941s, W-3) if you have employees
Mileage log and vehicle expenses
Home office square footage and expenses
Receipts for equipment, furniture and other major purchases
Formation documents and EIN letter (first-year businesses)

Retail store owners

Point-of-sale reports for the full year
Beginning and ending inventory counts
Sales tax returns and payments
Merchant processing statements

Real estate investors & landlords

Rent received for each property
Expenses by property: repairs, insurance, utilities, management fees
Closing statements for properties bought or sold
Prior depreciation schedules
Form 1098 for each mortgaged property

Construction & trades

W-9s and payment totals for each subcontractor
Job cost records and progress billing
Equipment and vehicle purchases, loans and leases
Fuel, tools and materials receipts
Licensing, bonding and insurance costs

Questions about what you need? Call (314) 828-9905 or email samieh@stonegateledger.com.

This checklist is a general guide, not tax advice. Please don't email Social Security numbers or tax documents; ask about secure ways to share them.

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Tax Preparation · Tax Planning · Bookkeeping for individuals and small businesses.

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Tax Season Checklist
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Contact

(314) 828-9905
samieh@stonegateledger.com
St. Louis, Missouri

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The information on this site is for general informational purposes only and is not tax, legal or accounting advice. No client relationship is formed until an engagement letter is signed.