Accounting & tax
1040 individual return: the document checklist
7 named documents, specific enough that a client can act on each one from their phone without asking what you meant.
- 01W-2 from each employerAll jobs held during the year
- 021099s (NEC, MISC, INT, DIV, B)Anything that arrived in the mail marked 1099
- 031098 mortgage interest statementFrom your lender
- 04Property tax bill
- 05Charitable donation receipts
- 06Health insurance form (1095-A/B/C)
- 07Last year's returnOnly if we didn't prepare it
The list is the easy half.
Getting it answered is the job. Pesterly emails this checklist from your own mailbox, follows up on day 3, 7 and 10 with what's still missing, files every upload into your own Google Drive, and stops by itself when the last item lands.