Forbes - ✅ The final checklist

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Good day! 

Having all the right documents on hand will help you get through the 2023 tax season as smoothly as possible. Before meeting with your tax professional or signing up for an online tax account,
gather the documents you need, from W-2s to 1099s. We provide a checklist below.

And while this checklist may not include every document that pertains to you, it’s a great place to start. Please know we are here to help. If you have any questions, reply directly to this email and let us know.

Wishing you a great tax season!

Kem

Kemberley Washington, CPA

Tax Analyst

Forbes Advisor

General Information

• Social Security numbers for you, your spouse and dependent children

• Driver’s license 

• Estimated taxes paid

Income

• W-2, Wage and Tax Statement from each employer
• Unemployment compensation (1099-G)
• Interest income (Form 1099-INT)
• IRS Information Forms: 1099-K, 1099-NEC or 1099-MISC
• Social Security Benefit Statement (SSA-1099)
• Retirement or pension income (1099-R)
• Certain Gambling Winnings (W-2 G)
• Partnership, Trusts, S-Corporations (Schedule K-1 copies)
• State tax refund (1099-G)
• Proceeds from Real Estate Transactions (Form 1099-S)

Expenses

• Mortgage interest 
• Charitable contributions 
• Real estate and sales taxes paid 
• Child and dependent care expenses 
• Education expenses paid 
• Medical and dental expenses
• Business and rental income and expenses 
• Auto expenses (including business miles driven during the year)

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