2026 Tax Season Checklist: Everything You Need

Documents You’ll Need

Tax season can be stressful, but being prepared makes all the difference. Here’s what you need to gather before your appointment.

Income Documents

• W-2 forms from all employers
• 1099 forms (1099-NEC, 1099-MISC, 1099-INT, 1099-DIV)
• K-1 forms if you have partnership or S-Corp income
• Records of any other income (rental, freelance, cryptocurrency)

Deduction Documents

• Mortgage interest statement (Form 1098)
• Property tax records
• Charitable donation receipts
• Medical expense records
• Student loan interest (Form 1098-E)

Business Owners

• Profit and loss statement
• Business expense receipts
• Vehicle mileage log
• Home office measurements

Need help preparing your taxes? Contact us for a free consultation.