2024 Tax Season Preparation Checklist

Here is a basic checklist that will aid you in gathering your tax documents for your 2023 tax return.
Please note, not all of these items will be applicable to your situation.

  • If you are a new client, a copy of your 2022 tax return
  • Any notices and correspondence you received from the IRS, state or local tax authority
  • If you are a new client, provide a copy of your social security card, and driver’s license
  • If you are a new client, provide copies of social security cards for all adults and birth certificates for all dependents
  • If you had a new baby, I will need a copy of the social security card and birth certificate
  • Physical address (especially if you moved), telephone number and email address


  •  All 2023 W2s received for you and your spouse if you are filing jointly
  • Form 1099-INT, 1099-DIV, 1099-B (all pages), 1099-S
  • K1s from partnerships, S corps, trusts
  • Statements of distributions from retirement accounts (Form 1099-R)
  • Statements of income from Social Security (Form 1099-SSA)
  • Any Cancellation of Debt reported on 1099-C or 1099-A
  • Records of other income which could include: unemployment, state tax refunds, gambling income & losses, spousal support/alimony received, jury duty, hobby income/expenses, prizes and awards
  • Closing documents (the final HUD settlement statement) on any real estate transaction you had during 2023
  • If you bought/sold virtual currency, provide purchase/sale date, purchase/sale price and the tax statements they provide.
  • Provide details if you have foreign bank accounts, foreign retirement accounts (if you have more than $10k at any give time during 2023) or own land in a foreign country.
  • Unemployment tax document


  •  Any spousal support/alimony you PAID in 2023 if your divorce was finalized before 12/31/2018, including the social security number of the recipient. Copy of your alimony agreement.
  • Health Savings Account contributions and distributions, Form 1099-HSA and 5498-HSA
  • Traditional IRA or Roth IRA contributions/year-end values reported on Form 5498 or December 2023 statement
  • Health insurance information: did you purchase in the market place, employer provided, did you have health coverage all year? Please provide Form 1095-a, 1095-b, or 1095-c you received. You may need to login to your Healthcare.gov to download your 1095. We cannot efile your return without your Form 1095 (even if you have it through your state).
  • Colleges attended, tuition, books/supplies/equipment, fees paid and Form 1098-T for all members of the family
  • Student loan interest paid and Form 1098-E
  • Details of estimated tax payments paid to IRS and state taxation authorities


  •  A copy of QuickBooks if you use this software to keep your business bookkeeping
  • All income/expenses if you use some other method of bookkeeping (Balance Sheet, Income Statement and General Ledger or Excel)
  • Copies of 2023 business bank statements if you have not reconciled your checking account. (If we need to do this, you will go on extension)
  • Any 1099-MISC and 1099-K received for your business
  • Records of all major purchases of $500 or greater for machinery, equipment, and furniture. Include date of purchase and item description
  • Inventory records (beginning and ending inventory) and purchases
    • Mileage logs for 2023. Include both total business and total miles you drove between January 2023 and December 2023 and your beginning and ending odometer readings.

**Notify us if you received the ERC (employee retention credit) for any years.**


  • Medical expenses including co-pays, prescriptions, dentists, eye doctors, hospital, medical mileage
  • Health insurance if paid out of pocket
  • Long term care insurance premiums
  • Mortgage interest paid Form 1098
  • Real estate taxes if not included on Form 1098
  • Personal property taxes
  • State and local income taxes paid in addition to amounts withheld on pay checks
  • Investment interest expenses including margin account interest and interest on investment property
  • Total cash contributions to charitable organizations
  • Records of non-cash charitable contributions including date and value of donated property
  • Total volunteer miles driven in 2023
  • Details of casualty theft or loss


  •  Dependent care expenses including amount paid, provider’s name, address, telephone and tax id number
  • Adoption expenses if you adopted or finalized an adoption in 2023
  • Residential energy credits including costs for solar panels, geo-thermal and other energy efficient improvements like windows and doors. Please provide all documentation and receipts for these purchases.
  • If you received a First Time Homebuyers Credit in prior years, please make sure I have records of the original purchase and any correspondence from the IRS regarding the credit.
  • If you qualify for the Earned Income Credit, please provide proof the child resides with you (this can be a medical document or school record). Additional documentation may be required if you also have a Schedule C business

I will also need the following signed documents:

  • Engagement letter for personal tax return [Download]
  • Client consent: [Download]
  • If applicable, Engagement letter for business tax return [Download]
  • Engagement Letter for non-profit [Download]

Additional resources that may help you:

  • The Fair Market Value Guide for donations [Download]
  • Rental Property Worksheet [Download]