Income records
Start with every source of income, not only the form that arrives first.
- W-2 forms from employers
- 1099 forms for contract, freelance, interest, dividends, or other income
- Retirement and Social Security statements
- Investment or brokerage statements
- Records for other income sources
Household and life-change records
Include information that may affect filing status, dependents, or the documents needed for the return.
- Dependent information
- Marriage, divorce, or custody documents when relevant
- Education and child-care records
- Address or state-move information
- Prior-year federal and Georgia returns
If something is missing
Do not guess or ignore a missing form. Note what is absent and discuss the next step so the return can be prepared with the best available information.
Information on this website is general in nature and is not tax, legal, or accounting advice.