Individual Tax Return (Form 1040)
Standard US IRS tax season document checklist for individual clients & families.
Checklist Items (6)
Standard document slots included when you send this request to a client.
Government-Issued Photo ID
Valid Driver's License or US Passport (front & back if card).
Form W-2 (Wage & Tax Statement)
From all employers you worked for in the tax year.
Forms 1099 (MISC, NEC, INT, DIV, B)
1099-NEC/MISC for freelance income, 1099-INT/DIV for interest and dividends.
Form 1098 (Mortgage Interest Statement)
Provided by your mortgage lender if you own real estate.
Prior Year Tax Return (Federal & State)
Only needed if you are a new client to our firm.
Health Coverage / Form 1095-A
If you purchased insurance through Healthcare.gov or State Exchange.
Why use DocTick for this checklist?
Files stream directly from the client's phone or browser into your organized Google Drive folder.
Clients open a 1-click magic link. No passwords to remember, no accounts to create, no apps to install.
Automated reminder emails follow up before your due date so you never have to chase clients manually.