Tax Organizer

Wages

W-2

Schedule B Interest

Stand alone form 1099-INT (bank or CD interest)

Schedule B Dividends

Standalone form 1099-DIV (stock and mutual fund dividends)

Schedule B Consolidated 1099

Full year-end brokerage tax package combining interest, dividends, and trades in one statement

Schedule C

Form 199-NEC, Form 1099-K, and self-employment business income/expense receipts

Schedule D Capital Gains

Form 1099-B (stock/crypto) and real estate closing statements or warranty deeds

Pensions Annuities & IRAs

Form 1099-R, Form 5498, and pension benefit plan change letter

Schedule E K-1 Fiduciary

K-1 (form 1041) from Estate or Trust

Schedule E K-1 Partnership

K-1 (form 1065)from a partnership or LLC

Schedule E K-1 S-Corp

K-1 (form 1120-S) from an S-Corp

Social Security Statement

Form SSA-1099 or Form RRB-1099

Payments from Qual. Edu Programs

Form 1099-Q (529 plan or Coverdell withdrawals)

HSA/MSA

Form 1099-SA (distributions) and Form 5498-SA (contributions)

Retirement Contribution

Proof of contributions made to a Traditional IRA, SEP-IRA, or SIMPLE IRA.

Student Loan Interest 1098-E

Form 1098-E (student loan interest paid).

Itemized Deductions – Medical

Doctor, dentist, hospital bills, and prescription pharmacy totals.

Itemized Deductions – Taxes

Property tax bills and annual vehicle registration tax notices.

Itemized Deductions – Interest

Form 1098 (home mortgage interest statement).

Itemized Deductions – Charitable

Church/charity donation letters, cash receipts, and Form 8283.

Itemized Deductions – Miscellaneous

Gambling logs with Form W-2G.

Health Insurance Coverage 1095-B / 1095-C

Form 1095-B (insurer coverage) and Form 1095-C (employer coverage).

Estimated Payments

Receipts and cancelled checks for quarterly estimated payments (Form 1040-ES).

Credits

Daycare statements, solar panel or clean energy receipts, and foreign tax slips.

Miscellaneous State

State tax return copies, state tax withholding, and Tangible Personal Property (TPP) filings.