top of page
IRS tax forms and filing checklist prepared by Hyman Financial Solutions, a Chicago CPA-le

Tax Forms & Filing Checklists

Everything you need to prepare your tax return accurately, on time, and with confidence.

CPA Guidance • Secure Uploads • Clear next steps

Individual Tax Filing Checklist

Use this checklist to gather the documents typically required for individual tax returns. Additional forms may be needed depending on your situation.

Income Documents

  • W-2 (employment income)

  • 1099-NEC / 1099-MISC

  • 1099-INT / 1099-DIV

  • 1099-R (retirement distributions)

  • SSA-1099 (Social Security)

Deductions & Credits

  • Mortgage interest (Form 1098)

  • Property tax records

  • Charitable contributions

  • Education expenses (1098-T)

  • Childcare expenses

  • Health insurance (1095-A, B, or C)

Other Important Items

  • Prior year tax return

  • Photo ID

  • Bank account details for direct deposit

  • Estimated tax payment records

Business & Investor Tax Filing Checklist

Designed for LLCs, S corporations, partnerships, self-employed professionals, fitness businesses, and real estate investors.

Business Income

  • Profit & Loss statement

  • Gross receipts reports

  • 1099 income received

  • Sales records

Expenses

  • Rent and utilities

  • Payroll reports

  • Contractor payments

  • Software subscriptions

  • Vehicle and mileage logs

  • Insurance premiums

Compliance

  • Prior year business return

  • EIN confirmation

  • Payroll tax filings

  • 1099s issued to contractors

Banking

  • Business bank statements

  • Credit card statements

  • Loan interest statements

Common IRS Tax Forms Explained

Abstract corporate background in brand blue #356DF3, soft gradient variations of the same

Not Sure What Applies to You?

If you have multiple income sources, own a business, invest in real estate, received IRS notices, or just want a more organized filing process, Hyman Financial Solutions can help.

bottom of page