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Financial Documents Checklist
Gather these documents for the past 3-5 years:
- Tax returns (federal and state)
- W-2s and 1099s
- Bank statements (all accounts)
- Investment account statements
- Retirement account statements (401k, IRA, pension)
- Credit card statements
- Loan documents
- Property deeds and vehicle titles
Checklist
Step 1 of 30% complete