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A yearly tax return for one person or one household. Preparing it means working out your taxes and filling in the forms.

About you

• Social Security number or individual tax ID number (ITIN) for you and anyone else on your return
• Bank account and routing numbers, for direct deposit or to pay taxes you owe
• Your adjusted gross income (AGI) from last year’s tax return, if you filed
• Your name as it is on record with the Social Security Administration, and your current address
• Your IP PIN, if you received one from the IRS

Income forms

• Forms W-2, which show your wages from employers
• Any Form 1099 you received. The IRS lists these as the most common:
  • Form 1099-K for payments from payment cards and online marketplaces
  • Form 1099-G for government payments such as unemployment benefits
  • Form 1099-INT from banks and brokers showing interest you received
  • Form 1099-DIV for dividends and distributions paid to you
  • Form 1099-NEC for freelance and independent contractor work
  • Form 1099-R for retirement plan distributions or pensions or annuities
  • Form SSA-1099 for Social Security benefits
  • Form 1099-MISC for other miscellaneous income
• Records of digital asset transactions, if you did not receive an information return for those
• Form 1095-A, Health Insurance Marketplace Statement

Documents for credits or deductions

• Childcare or dependent care expenses
• Home mortgage and property tax records (if you itemize your deductions)
• Donations to charity (if you itemize your deductions)
• Health savings account or flexible spending account contributions
• Healthcare expenses (if you itemize, special rules apply)
• Retirement contributions
• If you’re a student or teacher, receipts for books, tuition and other education expenses

Source: IRS, Gather your documents, page last reviewed by the IRS June 24, 2026. Checklist last checked October 1, 2026.

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For people who work for themselves or run a small business. Self-employed means no employer takes taxes out of your pay.

About you

• Social Security number or individual tax ID number (ITIN) for you and anyone else on your return
• Bank account and routing numbers, for direct deposit or to pay taxes you owe
• Your adjusted gross income (AGI) from last year’s tax return, if you filed
• Your name as it is on record with the Social Security Administration, and your current address
• Your IP PIN, if you received one from the IRS

Documents from side jobs and self-employment

• Statements from banks, payment apps, card processors or online marketplaces
• Checks paid to you
• Receipts and mileage logs for travel, gift and car expenses
• Records of deductible office expenses
• Estimated tax payments
• Other business income and expense records

Income forms

• Forms W-2, which show your wages from employers
• Any Form 1099 you received. The IRS lists these as the most common:
  • Form 1099-K for payments from payment cards and online marketplaces
  • Form 1099-G for government payments such as unemployment benefits
  • Form 1099-INT from banks and brokers showing interest you received
  • Form 1099-DIV for dividends and distributions paid to you
  • Form 1099-NEC for freelance and independent contractor work
  • Form 1099-R for retirement plan distributions or pensions or annuities
  • Form SSA-1099 for Social Security benefits
  • Form 1099-MISC for other miscellaneous income
• Records of digital asset transactions, if you did not receive an information return for those
• Form 1095-A, Health Insurance Marketplace Statement

Documents for credits or deductions

• Childcare or dependent care expenses
• Home mortgage and property tax records (if you itemize your deductions)
• Donations to charity (if you itemize your deductions)
• Health savings account or flexible spending account contributions
• Healthcare expenses (if you itemize, special rules apply)
• Retirement contributions
• If you’re a student or teacher, receipts for books, tuition and other education expenses

Source: IRS, Gather your documents, page last reviewed by the IRS June 24, 2026. Checklist last checked October 1, 2026.

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Call 229-592-3739

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A tax return for a business set up as a corporation. A corporation is a business that is legally separate from its owner. These are the general business records the IRS lists.

Business records

• Sales slips, paid bills, invoices, receipts, deposit slips, and canceled checks
• Records of the income the business receives (gross receipts), such as cash register tapes, deposit information, receipt books and invoices
• Proof of payment for purchases and expenses, such as canceled checks, credit card receipts and statements, account statements and invoices
• Records for property the business owns and uses, such as purchase and sales invoices and real estate closing statements
• Employment tax records. The IRS says there are specific ones you must keep
• Your business books, the summary of business transactions that shows income, deductions and credits

Based on the IRS general business records list.

Source: IRS, What kind of records should I keep, page last reviewed by the IRS August 3, 2026. Checklist last checked October 1, 2026.

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Not sure? CRW Tax Services prepares personal, self-employed and small business, and corporate returns. You can call or visit. These are things people commonly have ready.

About you

• Social Security number or individual tax ID number (ITIN) for you and anyone else on your return
• Bank account and routing numbers, for direct deposit or to pay taxes you owe
• Your adjusted gross income (AGI) from last year’s tax return, if you filed
• Your name as it is on record with the Social Security Administration, and your current address
• Your IP PIN, if you received one from the IRS

Income forms

• Forms W-2, which show your wages from employers
• Any Form 1099 you received. The IRS lists these as the most common:
  • Form 1099-K for payments from payment cards and online marketplaces
  • Form 1099-G for government payments such as unemployment benefits
  • Form 1099-INT from banks and brokers showing interest you received
  • Form 1099-DIV for dividends and distributions paid to you
  • Form 1099-NEC for freelance and independent contractor work
  • Form 1099-R for retirement plan distributions or pensions or annuities
  • Form SSA-1099 for Social Security benefits
  • Form 1099-MISC for other miscellaneous income
• Records of digital asset transactions, if you did not receive an information return for those
• Form 1095-A, Health Insurance Marketplace Statement

Source: IRS, Gather your documents, page last reviewed by the IRS June 24, 2026. Checklist last checked October 1, 2026.

Print my checklist

Call 229-592-3739

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