Yumey Wealth
Yumey Wealth
Tax Preparation Checklist
Gather these before your appointment so we can make the most of your time together. Not everything will apply — just check what fits.
Identification
Photo ID for you (and spouse, if filing jointly)
Social Security cards for everyone on the return
Last year's tax return
Bank routing & account number (direct deposit)
Income Documents
W-2 from each employer
1099-NEC / 1099-K (self-employment)
1099-INT / 1099-DIV (interest & dividends)
1099-R (retirement distributions)
SSA-1099 (Social Security)
1099-G (unemployment / state refund)
Brokerage & crypto statements
Rental income records
Deductions & Credits
Form 1098 (mortgage interest)
Property tax statements
1098-T (tuition) & 1098-E (student loans)
Childcare provider info & amounts
Charitable donation receipts
Medical & HSA records
Retirement contribution statements
Energy-efficiency improvement receipts
For Business Owners
Income & sales summary
Expense records by category
Mileage log & vehicle expenses
Payroll & contractor (1099) records
Home-office square footage
Estimated tax payments made
Yumey Torres