Tax Prep Checklist

Gather these documents before your appointment and your visit will go faster. Check each item off as you find it. Your checkmarks are saved on this device only.

0 of 24 documents gathered · 0%

Personal documents

Photo ID for you and your spouse
Social Security cards for everyone on the return
Your tax return from last year
Bank account and routing numbers for direct deposit
IRS identity protection PIN, if the IRS issued you one

Income documents

W-2 forms from every job
1099-NEC for contract or freelance work
1099-MISC, if you received one
1099-INT and 1099-DIV for interest and dividends
1099-R for retirement income
SSA-1099 for Social Security benefits
1099-G for unemployment income
Schedule K-1 statements

Deductions and credits

Form 1098 for mortgage interest
Property tax records
Charitable donation receipts
Childcare expenses and the provider tax ID number
Form 1098-T for tuition
Form 1098-E for student loan interest
HSA forms and statements
IRA contribution records

Business and rental

Business income and expense records
Mileage log
Rent received and rental expense records

Ready when you are

Once your documents are gathered, start your client intake and send everything to our team securely. We prepare your return and walk you through the result.

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Progressive Taxand Accounting

A local Joliet accounting team helping individuals and small businesses stay organized, compliant, and ready for tax season all year long.

Se habla español. We always have a Spanish-speaking team member available.

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1256 W Jefferson St, Suite 207, Joliet, IL 60435

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(773) 360-8230

contact@myprogressivetax.com

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JolietShorewoodPlainfieldCrest HillLockportNew LenoxMinooka

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