Document checklist#

Income:

• W-2 (employer)
• 1099-INT (bank interest)
• 1099-DIV (dividends)
• 1099-NEC (freelance, if any)

Deductions:

• Home office calculation
• Business expenses summary
• Charitable donation receipts
• Medical expenses (if significant)

Other:

• Last year’s return (for reference)
• ID for e-file
• Bank account info for refund