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

Tax Forms & Filing Checklists for Individuals and Small Businesses

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

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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

Small Business Tax Filing Checklist

Designed for LLCs, S-Corps, partnerships, and self-employed individuals.

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, received IRS notices, or want to reduce your tax liability, working with a CPA can help avoid costly mistakes.

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