Tax Document Checklist
What to Prepare for Virtual or Mobile Filing
Common Documents:
- W-2 forms
- 1099-NEC / 1099-MISC
- 1099-INT / 1099-DIV
- 1099-K (as applicable)
- Brokerage statements
- Rental income/expense records
- Business income/expense details
- Mortgage interest statements
- Property tax records
- Retirement contribution info
- Childcare provider statements
