Gather the records needed for your tax return with Alliance Financial & Income Tax. Use this checklist to find the documents that apply to your situation. You do not need every item, and we may request additional information after reviewing your records.

Complete any intake forms and organizers requested by our team. You can find them on our Tax Organizers and Forms page.

View Tax Organizers and Forms

Personal and Family Information

• Current photo identification for you and your spouse, if applicable.
• Social Security cards or ITIN documentation, plus dates of birth, for everyone on the return, if not already on file or if information has changed.
• The current calendar-year IRS Identity Protection PIN for each person on your return who has one, including dependents.
• Your most recent complete federal, state, and local tax returns if we did not prepare them. Include all schedules and any amended returns.
• Your current address, contact information, and bank routing and account numbers if requesting direct deposit or an electronic tax payment.

Income and Investment Documents

• W-2s from every employer, plus applicable tip records, pay statements, and employer summaries of overtime compensation.
• Forms 1099-INT, 1099-DIV, and 1099-B, including every page of your brokerage tax statements and purchase-cost information for investments sold.
• Stock option, restricted stock, and employee stock purchase plan records, if applicable.
• Forms 1099-R for retirement distributions and SSA-1099 or railroad retirement statements. Include records of rollovers, Roth conversions, and IRA payments made directly to charities, with charity acknowledgments.
• Forms 1099-G, 1099-NEC, 1099-MISC, and 1099-K, plus Schedule K-1 forms and their attachments.
• Forms 1099-DA and complete cryptocurrency or other digital-asset transaction reports, including purchase costs and transfers between accounts.
• Gambling records and Forms W-2G, debt cancellation forms, and records of other income, including amounts received without a tax form.

If you received a Form 1099-K, include related payment records and identify personal transfers, refunds, and sales already included in your business totals.

Records for Deductions and Credits

Provide the records that apply to you so we can review the available deductions and credits.

• Mortgage interest statements, Forms 1098, real estate and personal property tax receipts, and records showing how home equity loan funds were used.
• Cash and noncash charitable donation records, including receipts, acknowledgment letters, and descriptions of donated property.
• Childcare or dependent-care expenses, including amounts paid for each person and each provider's name, address, and tax identification number.
• Forms 1098-T and tuition payment records, scholarships, required books and supplies, student loan interest statements, and 529 plan contribution and distribution records.
• Medical, dental, prescription, and health insurance expenses you paid and were not reimbursed for.
• IRA and other retirement contribution confirmations. Include Form 5498 if available.
• Purchase documents, vehicle identification number, loan documents, and annual interest statements if you want us to review eligibility for a personal vehicle loan interest deduction.
• Rent or property-tax receipts and household income information if you want us to review eligibility for a state property tax credit.

Health Coverage and Health Savings Accounts

• All Forms 1095-A for Marketplace health insurance, including any corrected forms.
• HSA contribution and distribution records, Forms 1099-SA, and records of medical expenses paid from the account. Include Form 5498-SA if available.

Business and Self Employment Records

If you own a business or earn income from freelance work, side jobs, farming, or home daycare, provide the following as applicable.

• An organized summary of income and expenses, or year-end financial statements from your accounting system. For a separate business return, include the profit and loss statement and balance sheet.
• Business income forms, payment processor reports, inventory records, and supporting records for business expenses.
• Business mileage logs, total annual mileage, vehicle expenses, and home-office information.
• Equipment, vehicle, and other asset purchase or sale records, including costs, dates placed in service, and business-use percentages.
• Payroll reports, contractor payment records, business loan statements, and owner contribution or distribution details.
• Prior depreciation schedules and information about changes in business ownership or structure, if not already on file.

Rental Property Records

• Income and expenses listed separately for each rental property, including statements from rental platforms or property managers.
• Mortgage interest, property taxes, insurance, repairs, utilities, management fees, and other rental expenses.
• Purchase and sale closing statements, improvement and equipment records, and prior depreciation schedules if we do not have them.
• The date the property became available for rent, rental days, and personal-use days.

Tax Payments and Other Important Records

• Federal, state, and local estimated tax payments and extension payments, including amounts and dates, plus prior-year refunds applied to this year.
• Complete copies of IRS, state, or local tax notices and letters.
• Home or other property sale documents, including Form 1099-S, closing statements, original purchase records, and improvement costs.

Tell us about marriage, divorce, a new dependent, a death in the family, retirement, or a move. Also let us know about work in another state, foreign income or accounts, an inheritance, a large gift, or other significant financial changes so we can identify any additional records needed.

Submit Your Documents Securely

Upload clear, complete copies through our secure client portal, or bring your documents to your appointment. Include every page of tax forms and brokerage statements, and keep your original records.

Please do not send Social Security numbers, bank account information, or tax documents through ordinary email or the general website contact form. For financial-services account paperwork, contact our office for separate submission instructions.

Upload Tax Documents

If You Are Missing a Document

Let us know which documents are still outstanding. Request missing or corrected forms from the employer, financial institution, Marketplace, or other issuer. Contact our office at 816-220-2001 if you need help identifying your next step.

Ready to get started? Schedule your tax preparation appointment with Alliance Financial & Income Tax. Use the checklist above to gather your documents, and contact our office if you have questions about what to bring or which documents apply to your situation.