Taxwoodland Spruce
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Tax Preparation Checklist

Gather these documents before your appointment to ensure a smooth filing process.

Personal Information

  • Social Security Cards or ITIN letters for all family members
  • Valid Driver's License or Photo ID
  • Bank Account Number & Routing Number (for direct deposit)

Income Sources

  • W-2 Forms from all employers
  • 1099-NEC or 1099-K (Freelance/Gig work)
  • Unemployment (1099-G)
  • Retirement Income (1099-R) or Social Security (SSA-1099)

Deductions & Credits

  • Child Care Expenses (Provider Name, Address, Tax ID)
  • Mortgage Interest Statement (1098)
  • Charitable Donation Receipts
  • Education Expenses (1098-T)
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