What Documents to Send Us for Your Individual Tax Return Preparation

HomeWhat Documents to Send Us for Your Individual Tax Return Preparation

What Documents to Send Us for Your Individual Tax Return Preparation

Knowing which tax preparation documents to gather ahead of time can make your filing process faster, easier, and more accurate. At PBG Advisors, we provide a clear checklist of the documents you may need for your tax return, whether you’re an individual or business owner. Use this guide to stay organized, avoid delays, and ensure your tax return is prepared efficiently. For answers to more questions, please visit our FAQ or Client Resources page.

What Tax Preparation Documents Do I Need?

Below you will see a compiled list of the common tax documents an individual may need to gather so that we can accurately complete their taxes.

  • General Information

    Did you have any change to your contact information?
    Did you have a change in your dependents?
    Do you have new bank account information?
    Did you make estimated payments to the IRS and/or state?
    Do you have foreign accounts?

  • Did You Receive Income?

    1099-NEC (non-employee compensation)
    1099-MISC (miscellaneous income such as rent and royalties)
    W-2s (wages received)
    1099-INT (interest received)
    1099-DIV (dividends and distributions)
    1099-B (proceeds from sale of stocks and bonds)
    1099-G (unemployment compensation)
    1099-C (cancelation of debt)
    1099-S (sale of real estate)
    Real Estate Closing Statements

  • Did You Receive Retirement Income?

    1099-R (distribution of retirement benefits)
    SSA-1099 (Social Security)
    IRA Contribution Information
    Roth IRA Information

  • Did You Have Education Expenses?

    1098-T (tuition statement)
    1099-E (student loan interest)
    1099-Q (distributions from 529 plan)
    Education Expenses
    Tuition Program Payments

  • Did You Have a Rental Property?

    Rent Income and Expense Detail
    Property Management Statement
    1099-MISC with Rental Income
    Fixed Asset Info/Prior Depreciation Schedule

  • Did You Pay Tax or Interest?

    Medical Expenses
    Vehicle Registration Taxes
    Real Estate Taxes
    Personal Property Taxes
    Mortagage Interest (Form 1098)
    Refinance of Home Mortgage
    Investment Interest
    Charitable Donations
    Gambling Losses

  • Did You Have Health Coverage or a Health Savings Account?

    1095-A
    1095-B
    1095-C
    1099-SA
    5498-SA

  • Did You Have a Business That is Filed as a Schedule C with Your Individual Tax Return?

    Profit & Loss Statement
    1099-MISC
    Mileage Information
    Fixed Asset Info/Prior Depreciation Schedule

  • Did You Have a Farm That is Filed as a Schedule F with Your Individual Tax Return?

    Farm Income and Expense Detail
    1099-MISC with Farm Income
    Fixed Asset Info/Prior Depreciation Schedule

  • Did You Have a Partnership and/or Shareholder Interest in a Business?

    K-1 (partner’s share of income, deductions, credits)

FAQ: Tax Preparation Documents

What documents are needed for tax preparation?
Do I need to send all my tax documents at once?
What happens if I’m missing a document?
How do I send my tax documents securely?
What format should I submit my documents in?

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