Essential Tax Prep Paperwork | Steven Lissner & Company

Essential Tax Prep Paperwork

Use this checklist to compile and submit all the necessary documents to complete your tax preparation and filing.

Individual Tax Filers

Status changes that impacted you/your family over the tax year, such as birth, death or divorce (include dates)
Changes in information, such as name change, change of address or new contact information
W-2 forms (earnings/wages, gambling/lottery winnings)
If overtime, last paystub of the year showing total overtime hours worked
1099 forms

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1099 investment brokerage reporting statements
1099-B sales of investments
1099-C cancellation of debt
1099-DA sales of digital assets
1099-DIV dividends from investments
1099-G unemployment collected (access form online)
1099-INT interest from investment and bank accounts
1099-K payment card and third-party transactions (such as Ebay and Venmo)
1099-MISC miscellaneous income
1099-NEC non-employee compensation
1099-Q distributions from a 529 College Savings Plan
1099-R pension and IRA distributions
1099-S proceeds from real estate transactions
1099-SA distributions from health savings, medical savings and Medicare accounts
SSA-1099 Social Security benefits

Federal and state Schedule K-1s from investments in partnerships, LLCs or S-corporations
Form 1098 mortgage interest statement for all primary, secondary and home equity loans
Real estate taxes paid (if paid through mortgage, amount generally appears on Form 1098)
Settlement statement/HUD 1 for any property refinanced, bought or sold during tax year
Form 1098-E student loan interest paid
Form 1098-T tuition paid for qualified higher education costs for taxpayers and dependents
Year-end statement showing contributions to 529 College Savings Plan
NJ residents only, year-end statements showing contributions to college savings accounts, principal and
interest paid on student loans and/or tuition costs to attend NJ institution of higher education
NYS residents only, copy of driver’s license
Childcare expenses, including amounts paid and provider contact information and tax ID number
Total amounts for cash and non-cash charitable donations (IRS requires supporting documentation)
Medical expenses

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Amounts and dates of all quarterly federal/state/city estimated tax payments
Total amount for IRA and/or SEP contributions made or to be made by tax deadline
Documentation of expenses for energy-efficient improvements (invoices required)
Documentation for purchases of electric vehicles and charging stations made by September 30, 2025

Copies of prior year federal and state income tax returns
Full legal names, Social Security numbers, birth dates and occupations (taxpayers and all dependents)

[click here for for examples]

Settlement statement/HUD 1 for any property refinanced, bought or sold during tax year
Statement of any cost segregation or any 1031 exchanges
Costs of any masonry improvements made to rental property

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Please submit to us only when you have all documents necessary to complete your tax returns
Include your phone number (required) and email address (if available)
See our Tax Filing Checklist and Client Portal Guide for details on how to submit your documents
No appointment is required for tax preparation
If you prefer either an in-person or phone meeting

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