Tax Forms

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Main Checklist

Checklist (guides you through paperwork gathering)

Supporting Worksheets

Child & Dependent Care Expenses
Property Donations (Goodwill, etc.)
Fair Market Value Calculator (used to transfer data to above worksheet)
Investment/Rental Properties #1 (solely rental, separate from personal)
Investment/Rental Properties #2 (part rental/part personal - Airbnb, renting room in home, renting 2nd unit of home etc.)
Home Sale (investment properties & primary residences)
Self-Employed Deductions (Business Owner / Independent Contractors)
Employee Deductions (W2 Wage Earners)

Government Forms

W-9 (request for taxpayer ID number)
4506-T (request for transcript of tax return)
SS-4 (request for employer identification number)
W-7 (request for individual taxpayer identification number)

Paycheck Withholdings Forms

Not all states have direct pdf links to their own forms. Some states go off the IRS W-4 for withholdings.