Free Tax Document Checklist for Sioux Falls Taxpayers
Getting ready to file? Use our free tax document checklist to sort the records that may apply to you, so Daniel Foster, MPA, CPA can review the right information and prepare your return with fewer missing pieces.
Complete Tax Document Checklist by Category
Not sure what belongs in your tax file? Use the sections below as a practical starting point. Your exact document list depends on your income, family, property, investments, and other tax situations.
Have a W-2 / am employed
Self-employed
Have children and/or dependents
Own a home
Sold a house
Own a rental property
Have student loans
Have tuition expenses
Have ACA Health Insurance
Sold stocks or mutual funds
Had $1,500 or more in interest or dividends
Donated to a charity
Had a federally declared disaster
Complete Tax Document Checklist by Category
Not sure what belongs in your tax file? Use the sections below as a practical starting point. Your exact document list depends on your income, family, property, investments, and other tax situations.
Complete Tax Document Checklist by Category
Not sure what belongs in your tax file? Use the sections below as a practical starting point. Your exact document list depends on your income, family, property, investments, and other tax situations.
Personal Documents
- Your Social Security number or tax ID number
- Your spouse's full name and Social Security number or tax ID number
- Your unexpired government-issued photo ID
- Your spouse's unexpired government-issued photo ID
Dependent Documents
- Dates of birth and Social Security numbers or tax ID numbers for each dependent
- Childcare records, including the provider's tax ID number if applicable
- Form 8332, when a custodial parent is releasing the right to claim a child to a noncustodial parent
Income Sources
Tax documents for employed individuals
- Forms W-2
- Employer statements or records for overtime and tips, when applicable
Tax documents for self-employed income
- Forms 1099-NEC and 1099-K, when applicable
- Income records and expense records
- Business asset information
- Home office information, when applicable
- Estimated tax payment records, including Form 1040-ES records
Tax documents for small business owners
- Income and expense records, including applicable 1099 forms
- Payroll records
- Business bank statements
- QuickBooks or bookkeeping reports
- Business asset information and other records used to track business activity
Tax documents for rental income
- Records of rental income and expenses
- Rental asset information used to support depreciation
- Estimated tax payment records, when applicable
Tax documents for savings, investments, or dividends
- Forms 1099-INT, 1099-OID, and 1099-DIV
- Forms 1099-B and 1099-S for applicable stock, investment, or property sales
- Crypto or digital asset transaction records, when applicable
Tax documents for unemployed individuals
- Form 1099-G for unemployment compensation, when applicable
Tax documents for other income and losses
- State or local tax refund information reported on Form 1099-G, when applicable
- Schedule K-1s
- Gambling income reported on Form W-2G, when applicable
- Alimony received, when applicable
- Hobby income records, when applicable
- Prizes and awards
- Royalties reported on Form 1099-MISC, when applicable
Tax documents for childcare expenses
- Daycare payments for a child under age 13, when applicable
- Records of wages paid to caregivers, when applicable
Deduction Sources
Tax documents for home ownership
- Form 1098 or mortgage interest statements, when applicable
- Real estate and personal property tax records
Tax documents for charitable donations
- Cash amounts donated
- Records of non-cash donations
- Miles driven for charitable purposes, when applicable
Tax documents for medical expenses
- Healthcare insurance payments
- Doctor and hospital payments
- Miles driven for medical purposes, when applicable
- Travel expenses for medical treatment, when applicable
- Business asset information and other records used to track business activity
Tax documents for health insurance
- Form 1095-A if health insurance was purchased through a state Health Insurance Marketplace
Tax documents for educational expenses
- Forms 1098-T
- Receipts for qualified educational expenses
- Records of scholarships
- Form 1098-E for student loan interest, when applicable
Tax documents for state and local taxes
- Records of state or local income tax paid, when applicable
- Invoices for large item purchases, when relevant
- Real estate tax amounts
- Personal property tax amounts
Tax documents for retirement and other savings
- Form 5498-SA for HSA contributions, when applicable
- Form 5498 for IRA contributions
- Other applicable 5498-series forms
- Alimony received, when applicable
Tax documents for federally declared disasters
- City and county information
- Property loss records
- Rebuilding or repair cost records
- Insurance reimbursement records
- FEMA assistance information
Why Choose EDG CPA for Tax Preparation?
Personal CPA Service
We keep the process direct and personal, with Daniel Foster involved in the tax work and available to discuss questions about your return.
Sioux Falls and South Dakota Focus
Our Sioux Falls office serves local clients while our remote process supports clients across South Dakota, without pretending we have a network of branch offices.
CPA Since 2014
Daniel Foster, MPA, CPA has held his CPA credential since 2014 and brings professional accounting and tax experience to client work.
What Should You Do After Gathering Your Tax Documents?
Having the right records in one place can make the first tax conversation much easier. It gives us a clearer view of your income, deductions, family changes, business activity, and other items that may affect the return.
When you are ready, bring your checklist and supporting records to Daniel Foster, MPA, CPA. We can review what you have, identify missing information, and explain what we need before moving ahead.
Meet With a Sioux Falls CPA When You Need Help
We can meet with clients at our Sioux Falls office, and Daniel Foster, MPA, CPA is also available to work remotely with clients across South Dakota. Bring your questions, your records, or both.
Address : 601 W 86th Street Suite 105 Sioux Falls SD 57108