Tax Filing Checklist Tax Filing Checklist Check off the items as you prepare your documents for filing taxes. W-2 Form (Employee earnings statement) 1099 Form (Self-employment or contract income) Receipts for deductible expenses (e.g., medical, education, charitable donations) Bank statements (for any interest income or deductions) Mortgage interest statement (Form 1098) Student loan interest statement (Form 1098-E) Health insurance information (Form 1095-A, B, or C) Records of charitable contributions Any other tax-related documents Download Checklist as PDF
