Mo-Better Tax

Document Checklist

Ensure you have all necessary paperwork before starting your tax return with us. You will need a government-issued photo ID along with Social Security number or ITIN cards for all family members. Income documentation includes W-2s, 1099-NEC, 1099-MISC, 1099-K, 1099-INT, and 1099-DIV forms. Deduction records should include mortgage interest statements on Form 1098, property tax receipts, and charitable donation receipts.

Income and deduction records

W-2s and all 1099 forms (NEC, MISC, K, INT, DIV, and others that apply)
Mortgage interest statements (Form 1098) and property tax receipts
Charitable donation receipts and records for other deductions you plan to claim
Last year's federal and state returns, if available
Business profit and loss, 1099s issued, and expense receipts for self-employed filers

Do you have W-2 wages?

Did you receive 1099-NEC or 1099-K income?

Do you have a side business or Schedule C?

Did you pay mortgage interest or property tax?

Did you pay tuition or student loan interest?

Did you live or work in more than one state?

Your documents

Answer the questions to build a starter list.

This is a starting list, not a complete organizer. After you book, the team sends a tailored document request.