2022 Personal Tax Documents Checklist

Personal Information
Dependent(s) Information
Sources of Income
Employed
Unemployed
Self-Employed
Rental Income
Retirement Income
Savings & Investments or Dividends
Other Income & Losses
Deductions
Home Ownership
Charitable Donations
Medical Expenses
Health Insurance
Childcare Expenses
Educational Expenses
K-12 Educator Expenses
State & Local Taxes
Retirement & Other Savings
Federally Declared Disaster