2022 Tax Document List

Written By Brian Soto

§  Personal Tax Document List

  • Copy of most recent tax returns, if new client

  • W2s/1099s/SSA/Unemployment Income

  • Brokerage, Retirement, and Interest Statements (1099DIV/INT/B/R) including any crypto activity

  • Mortgage Statements (1098)

  • Student Loan Interest (1098E) or tuition (1098T)

  • Charitable Donations (non-political)

  • Health Insurance Marketplace Statement (1095-A/B)

  • Property Rental Income/Expenses

  • Partner’s Share of Business Profit/Loss (Schedule K-1)

  • Estimated tax payments made (date and amount)

§  Business Tax Document List

  • Articles of Organization/Incorporation & EIN Letter

  • Financial Statements – Profit/Loss Statement and Balance Sheet

    • Schedule a call with us today if you need bookkeeping and financial statement compilation services

    • You may also refer to our Sch C Organizer for guidance on how to compile income/expenses

  • Forms 1099K/1099NEC/1099MISC, if applicable

Brian Soto
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2022 Important Tax Deadlines