Tax Document Checklist

MJ ACCOUNTING AND PROFESSIONAL SERICES CORP

Personal Information

• Government-issued ID
• Social Security numbers or ITINs for taxpayer, spouse, and dependents
• Current address and phone number
• Bank routing and account number for direct deposit

Income Documents

• W-2 forms
• 1099 forms, including 1099-NEC, 1099-MISC, 1099-INT, and 1099-DIV
• Self-employment income records
• Rental income records
• Retirement, Social Security, or unemployment income statements

Deductions and Credits

• Childcare expenses and provider information
• Education expenses and Form 1098-T
• Mortgage interest and property tax statements
• Charitable contribution records
• Medical expense records, if applicable

Business or Self-Employed Clients

• Income and expense summary
• Mileage log
• Business bank and credit card statements
• Receipts for major purchases
• Estimated tax payment records