Income documents
Collect every document that reports income or withholding. Waiting for one last form is better than filing with incomplete information.
- W-2 forms from every employer
- 1099 forms and other income statements
- Interest, dividends, retirement, unemployment, or investment records
- Digital payment or platform summaries when applicable
- Estimated tax payment confirmations
Personal and family information
Changes in your household can affect filing decisions and the documents needed to support them.
- Prior-year federal and Georgia returns
- Names, dates of birth, and taxpayer identification information for dependents
- Childcare, education, adoption, or dependent-care records when applicable
- Marriage, divorce, move, or new-child information
- Bank information for a refund or payment arrangement
If you are self-employed or have 1099 income
Bring organized records rather than relying on memory. Reasonable documentation helps clarify what happened during the year.
- Income summaries by payer
- Mileage and travel records
- Supplies, equipment, software, or other business records
- Invoices, receipts, and bookkeeping reports
- Prior-year Schedule C or related schedules, if applicable
If something is missing
Tell us what is missing and why. We can help you make a plan for requesting records or determining what information is still needed before filing.
Information on this website is general in nature and is not tax, legal, or accounting advice.