Keylock Your Life

Tax Document Checklist

Nine things most returns need. Tick what you already have, and you will see exactly what is still missing before you file.

I have every W-2 for everyone on the return.
I have all 1099s, including any from apps, banks or brokerages.
I know which state or states I need to file in this year.
I have last year's return to hand.
I have records for anything I want to deduct, not just the totals.
I know whether anything changed this year — a move, a marriage, a birth, a business.
I have the settlement statement if I bought or sold a home.
I have my health coverage forms if anyone was on a marketplace plan.
I know my bank details for a direct deposit or a payment.

Keylock Your Life is licensed in GA, FL, TX, LA, CA, NY, MD, OR, NC, SC, TN, AL, VA.