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What you need to file your taxes varies depending on your situation. For example, a tax prep checklist for a self-employed college student may include a 1099 and 1098-T. However, if you weren’t in college and only received a W-2, you could skip those items on your tax documents checklist.
Whether you see a tax professional or prepare your taxes on your own, we’re here to help you determine what forms and information you need to file your taxes.
Use the tax checklist below to find the documents and forms you'll need to get started.
Tax Identification Numbers are mandatory items on your tax prep checklist. All taxpayers will need the following information.
Parents and caregivers should gather this information as they review what they need to file their taxes.
Many of these forms won't apply every year. For example, you will only receive the investment forms you may need to file your taxes if you had distributions or other activity.
The types of deductions you can take depend a lot on your life situation. It’s likely you won’t need all of the records listed below for your tax documents checklist.
At Block, what you see is what you get. No surprises. No hidden fees. Just tax prep the way it should be.
Drop off your taxes and go. Use our convenient drop-off service and let our experts take it from there.