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Essential Documents for Tax Return
We have developed a checklist of essential documents you have to upload to help simplify filing your annual tax return. This step will assist you in staying organized and ensuring a successful filing.
What is your citizenship and residency status?
U.S. citizen
Permanent resident (green card holder)
Resident alien for tax purposes
Non-resident alien
Upload Documents
What documents do you need to prove your non-resident or immigration status?
Please provide the necessary documents to confirm your tax status and determine the correct type of tax return.
Form I-94 (Arrival/Departure Record)
Form I-797A
Employment Authorization Document (EAD)
Other
Upload Proof
What documents can verify your place of residence?
Please provide documents confirming your residence, including any documentation for each location if you moved between states this year.
Lease Agreement: Signed copy.
Utility Bills: Recent bills.
School Records: Childs residence confirmation.
Medical Records: Dependents address.
Social Services Letters: Verification letters.
Other
Upload Proofs
Marital Status
Single
Married
Divorced
Widow
Do you have any children or dependents you plan to include on your return?
Yes
No
Choose your option or all if applicable.
Child
Adopted Child
Dependent
Count of children and dependents
Upload Proofs
Do any of the following apply to you? (Check all that apply)
These qualify individuals for tax credits like the Blind Tax Credit and the Additional Disability Tax Credit.
None of the following
I am 65 or older
I am legally blind
My spouse is 65 or older
My spouse is legally blind
Documents that Verify Blindness or Disability
Medical Statement from a Licensed Physician (for Blindness)
Social Security Disability Award Letter (for Disability)
VA Disability Award Letter
Doctors Statement
Other
Upload Proofs
Please list your sources of income
This information is essential for a clear understanding of your financial profile.
Employee - W-2
Self-Employed - 1099
Business Owner
Other (Please Specify)
What documents do you have to verify sources of income?
Including employment, self-employment, and business income
Form W-2 – wage and tax statement.
Forms 1099 – for self-employment, freelance, or non-employee compensation
K-1 Schedule (Form 1065 or 1120S) – issued by LLCs, Partnerships, or S-Corps
Accounting Journals or Ledgers – income and expense records
Invoices and Receipts – documents of payments received for services rendered
Bank Statements
Zelle, PayPal, Venmo, etc...
Other
Please let us know which tools you use in your business.
Vehicle
Home office
Cost of Goods Sold (COGS)
Depreciation or Amortization
Other
Did you own any foreign income in 2024?
Yes
No
- Select the documents
The United States requires tax residents to report income from all global sources, including foreign assets and income.
FBAR – Report foreign bank accounts over $10,000.
Form 8938 – Report specified foreign assets to the IRS.
Foreign Tax Returns – Copies of overseas tax returns.
Proof of Foreign Income – Documents like pay stubs or contracts.
Property Ownership Records – Evidence of foreign property ownership.
Address Verification – Utility bills or leases for foreign assets.
Foreign Transaction Records – Contracts or receipts for foreign transactions.
Foreign Pension Statements – Documents on foreign pension contributions.
Tax Treaty Documents – Proof of international tax treaty application.
Other
Upload Proofs
In 2024, did you responsible for financing education for yourself, your family members, or your dependents?
Yes
No
- Please select all documents you have that contain information about the taxpayer, spouse, child, or dependent students.
If you think we missed something, please select Other and tell us.
Form 1098-T: Confirms tuition and enrollment.
Receipts: Proof of education-related payments.
Enrollment Verification: Official confirmation of status.
Student ID: Required identification.
Transcript/Grade Report: Confirms ongoing education.
Grant/Scholarship Letter: Details of financial support.
Other
In 2024, did you have health insurance coverage?
Yes
No
- Please provide proof of coverage that may impact your tax credits for medical expenses or premiums.
If you think we missed something, please select Other and tell us.
Form 1095-A (Health Insurance Marketplace Statement)
Form 1095-B (California residents who receive Medi-Cal)
Form 1095-C (Employer-Provided Health Insurance Offer and Coverage)
Form SSA-1099 (Social Security benefits)
Unemployment Compensation (Form 1099-G)
Medical costs that insurance does not cover
Other
In 2024, did you have an active retirement plan?
Yes
No
- Select the documents showing your pension contributions, distributions, and tax benefits.
If you think we missed something, please select Other and tell us.
Contributions to Retirement Plans: Form W-2, Form 5498, Payroll Records, Contribution Statements
Distributions from Retirement Plans: Form 1099-R, Withdrawal Request and Confirmation, Proof of Rollovers
Pension Income: Form 1099-R, Pension Plan Agreement, Benefit Statements
Retirement plans for the self-employed and business owners: Form 5500 (SEP/SIMPLE IRA)
Contribution and Plan Records (e.g., Solo 401(k) or SEP IRA).
Other
Have you done any real estate deals in 2024?
Yes
No
- Select documents to verify your income, deductions, and real estate taxes.
If you think we missed something, please select Other and tell us.
Closing Disclosure / Settlement Statement
Deed (Grant or Title Deed)
Purchase Agreement or Loan Documents
Form 1099-S (Property Sale)
Cost Basis Proof (Property Sale)
Lease Agreement or Rent Receipts (Rental Property)
Maintenance & Repair Receipts: Management Reports (Rental Property)
Form 1099-MISC (Rental Property)
Improvements & Depreciation: Receipts, Invoices, Form 4562
Mortgage Interest & Taxes: Form 1098, Tax Statements
Casualty & Theft Losses: Police Reports, Insurance Claims, Repair Estimates
Other
Do you have solar panels or an electric vehicle?
Yes
No
- Select the documents needed for U.S. tax credits on energy efficiency and electric vehicles. Which do you have?
If you think we missed something, please select Other and tell us.
Home Improvements Credit: Invoices, Manufacturer certification
Clean Energy Credit: Receipts, Installation agreements
EV Credit: Purchase agreement, VIN
Qualified Energy Property: Invoices, Depreciation records
Other
Have you traded cryptocurrency or stocks in 2024?
Yes
No
- These documents will accurately show your income, losses, and taxable basis for cryptocurrency and securities on your tax return.
If you think we missed something, please select Other and tell us.
Form 1099-B
Form 1099-MISC
Form 1099-DIV
Form 1099-INT
Wallet Records
Brokerage Statements
Proof of Purchase (Receipts) / Purchase and Sale Confirmations
Cost Basis Records / Cost Basis Report
Other
Upload Proof for all selected fields
I have last year's tax documents and letters from the IRS.
Yes
No
- Please select your available documents.
If you think we missed something, please select Other and tell us.
2023 Tax Returns: Last years federal and state returns.
IRS Correspondence: Any IRS letters or documents.
Amended Returns (Form 1040-X): Copies of amended returns.
State Tax Notices: Any state tax letters.
Form 1040-NR: Copy of non-resident return if applicable.
Other
Additional Documents That May Qualify for Tax Credits and Deductions.
Select
I have not
- Please select one or more of the documents.
If you think we missed something, please select Other and tell us.
Medical Expenses: Save receipts for medical bills and mileage logs.
Charitable Contributions: Keep charity receipts and proof of donations.
Child Care Credit: Note provider details and save daycare receipts.
Legal Settlements: Retain proof of funds received or paid.
Insurance Claims: Gather claims reports and repair receipts.
Moving Costs: Document relocation expenses.
Funeral Documents: Keep proof of arrangements and related records.
Other
Upload Proofs
I confirm that all the information I have provided in this form is correct and accurate.
I confirm that all submitted documents are authentic and accurate and can provide originals if requested by the IRS.
I acknowledge that providing false information may result in legal liability under United States law.
Your Full Name
Submit
