2026 Tax Document Guide

Welcome to the 2026 Tax season! Listed below are documents and information you should be prepared to share with your Tax Accountant.
Personal

• Full legal name of yourself and any of your dependents

• Relationship to dependents

• Social Security Number (SSN) or Tax Identification Number (TIN)

• Date of birth (DOB)

• Relevant addresses from the past year

• Phone number

• Email address

Income

• Form W-2

• Form 1099

• Schedule K-1 

• Social Security Benefits

• Retirement income

• Investment income

• Gig or freelance income

• Tip income

• Overtime income

Deductions

• Mortgage Interest

• Property Taxes

• Medical Expenses

• Charitable Contributions

• Education expenses

• Child Care Costs

• Gig or Freelance expenses

Other

• Any available tax returns from prior years

• Records of estimate payments and their dates

• Any notices received from the IRS or the state