List of Tax Documents Needed

• Form 1040 – U.S. Individual Income Tax Return
• Form 1040 (schedule 1) Additional Income and Adjustments to Income
• Form 1040 (Schedule 2) Tax
• Form 1040 (Schedule 3) Non-Refundable credit
• Form 1040 (Schedule 4) Other taxes
• Form 1040 (Schedule 5) Other Payments and refundable Credits
• Form 1040A – U.S. Individual Income tax Return
• Form 1040EZ – Income Tax Return for Single and Joint Filers With No Dependents
• Schedule B – Interest and Ordinary Dividends
• Schedule C – Profit and Loss from Business (Sole Proprietorship)
• Schedule C-EZ – Net Profit From Business (Sole Proprietorship)
• Schedule D – Capital Gains and Losses
• Schedule E – Supplemental Income and Loss
• Schedule F – Profit or Loss From Farming
• Form 2441 - Child and Dependent Care Expense
• Form 8889 – Health Savings Accounts (HSAs)
• Form 8949 – Sales and Other Dispositions of Capital Assets
• All W2s – These should match the tax records

• Form 1120S – U.S. Income Tax Return for an S Corporation
• Schedule K-1 – Partner’s Share of Income, Deductions, Credits, etc.

If you cannot obtain copies of your tax documents, then tax transcripts from the IRS can generally be accepted as substitutes. These can be ordered at www.irs.gov/individuals/get-transcript.

Be sure to obtain the correct type of transcript, i.e. Tax Return Transcripts to replace tax returns, or Wage and Income Transcripts to replace W2s. Summaries typically do not have sufficient information to replace the required tax documentation.