Tax Documents and Materials Checklist

Alternatives for getting us you’re documents include:

  • Email via our private domain
  • USPS, FedEx and other parcel services
  • Fax
  • Dropbox
  • Direct drop-off at our home address or any of the Sandbox Suite locations
  • Pre-arranged pick-up (as needed)

Please don’t send us any documents until we’ve had a chance to discuss our services directly.

When you are ready to gather your documents you can use the handy checklist below.
Tax Documents and Materials Checklist

(Keep in mind that you shouldn’t expect to have every item on the list nor is the list intended to be absolutely exhaustive.)


  • Wages (W2)
  • Interest and Dividends (1099-INT, 1099-DIV)
  • Self Employed Business Income with Associated Expenses (1099-MISC)
  • Capital Gains and Losses (1099-B)
  • Rental Income with Associated Expenses
  • Pensions (1099-R)
  • IRA Distributions (1099-R)
  • Social Security Income (1099-G)
  • State Tax Refunds (1099-G)
  • Partnership K-1s
  • S-Corporations K-1s
  • LLC K-1s
  • Other Income


  • Medical Expenses
  •     Insurance Premiums
  •     Co-pays
  •     Prescriptions
  •     Dental and Vision
  •     Other Expenses (Chiropractor, Therapy, etc.)
  •     Medical Miles and Out-of-Pocket Expenses
  • Taxes:
  •     State Taxes Paid
  •     Real Estate Taxes Paid
  •     DMV (vehicle license fees only)
  • Interest:
  •     Home Mortgage Interest (1098)
  •     Home Mortgage Points / Closing Costs
  •     Charitable Contributions
  •     Un-reimbursed Employee Expenses
  •     Investment Expenses and Fees

Payments and Credits:

  • Federal Tax Payments and Estimated Payments
  • Student Loan Interest (1098-E)
  • Child/Dependent Care Expenses
  • Retirement Contributions