Individual Tax Preparation Checklist

Resource overview

Gather the income, identity, and supporting records you need before preparing a personal return. Use it to organize the information you already have, identify gaps, and prepare a more useful conversation with your adviser.

Who is this for?

This resource is designed for individual readers. If your filing structure, employment situation, or business activities are more complex, review the official references and seek tailored guidance.

What's included?

• Confirm names and taxpayer identification numbers for everyone on the return
• Collect W-2, 1099, and other income statements
• Group records for deductions and credits you intend to review
• Check prior-year return and withholding information
• Make a list of missing documents before filing

How to use this resource

1. Download the PDF and save a working copy.
2. Work through the listed items using your own statements, receipts, and records.
3. Check missing information against the official references below.
4. Keep the completed file and original source documents securely.

Common mistakes to avoid

Do not assume that a checklist determines eligibility, that last year's rule still applies, or that a template replaces a required government form. Reconcile amounts to original documents and verify current instructions before filing or paying.

Document preview

Official references

Use these authoritative pages to verify time-sensitive tax details and find current forms.

• IRS: Gather your documents