Use this checklist to help organize your tax related documents.

  • Social Security numbers
    (spouse and all dependants)
  • Income records
    (Form W-2)
  • Business and/or Miscellaneous income
    (Form 1099-MISC)
  • Pensions & annuities info
    (Form 1099-R)
  • Social Security/RR1 benefits
    (Form RRB-1099)
  • State & Local income tax refunds
    (Form 1099-G)
  • Sale of home or other real estate
    (Form 1099-S)
  • Child care expenses
    (Tax I.D. or Social Security number)
  • Interest income statements
    (Form 1099-INT & 1099-OID)
  • Retirement plan distribution
    (Form 1099-R)
  • Mortgage interest
    (Form 1098)
  • Dividend income
    (Form 1099-DIV)
  • Real estate taxes paid
  • Auto loans and leases
  • Student loan interest paid
  • Rent paid
  • Charitable contributions
  • Adoption expenses
  • Job-hunting/job-training expenses
  • Medical savings accounts
  • Partnership SE income
    (Schedules K-1)
  • File your tax related documents in a SentrySafe
SentrySafe H4100
Model: H4100
  SentrySafe DA3930
Model: DA3930
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