Annual Year-End Tax Checklist Personal Information Verify any changes in your personal details. (Name, address changes etc.) Update any changes in marital status or dependents. Income Documentation Gather W-2 forms from employers. Collect 1099 forms for freelance or contract work. Include any other income documentation (interest, dividends, rental income). Deductions and Credits Compile receipts for deductible expenses (medical, charitable donations, business expenses). Revie