TAX PREPARATION DOCUMENTS | Unique Tax Solutions

TAX PREPARATION DOCUMENT CHECKLIST

Get Ready to File with Unique Tax Solutions

Having your documents ready helps us prepare your return accurately and effciently. Use this checklist to gather the documents that apply to your tax situation.

PERSONAL INFORMATION

Valid government-issued photo ID

Spouse’s valid photo ID, if filing jointly

Social Security cards or ITIN documentation for taxpayer, spouse, and dependents

Dates of birth for taxpayer, spouse, and dependents

Current address and contact information

Copy of prior-year tax return, if available

IRS or state tax notices received

DEPENDENTS & CHILDCARE

Dependent Social Security cards/ITIN documentation

Dependent dates of birth

Childcare provider’s name, address, and Tax ID/SSN

Total childcare expenses paid

Records related to qualifying dependent expenses, if applicable

EDUCATION

Form 1098-T — Tuition statement

Form 1098-E — Student loan interest

Scholarship/grant information

Records of qualified education expenses

HOMEOWNERS

Form 1098 — Mortgage interest statement

Property tax records

Home purchase/sale documents, if applicable

Certain qualifying home-energy improvement documentation, if applicable

HEALTH INSURANCE

Form 1095-A — Health Insurance Marketplace Statement

Health Savings Account forms, such as 1099-SA or 5498-SA, if applicable

RETIREMENT & INVESTMENTS

TAX PREPARATION DOCUMENT CHECKLIST

READY TO FILE?