New homeowner organizer
Bought or refinanced a home this year? This checklist covers the closing and mortgage paperwork your preparer will ask for.
Organizer · Version 1 · 2 min read · Reviewed by Meridian Review Team · Sep 15, 2026
How to use this organizer
Home purchases create documents in two places: the closing and the lender. You usually need both.
At purchase or refinance
- Closing disclosure or settlement statement, every page
- Loan documents showing the lender and the loan amount
- A note of the closing date
During the year
- Mortgage interest statement (Form 1098) from each lender
- Property tax bills or payment records
- Homeowner insurance statement
If you sold a home
- The closing statement for the sale
- Records showing what you paid for the home and major improvements
If you work from home
- A note of the space used for work and the months it was used
Sending it
Upload through the secure portal. Closing statements carry account numbers, so please do not email them.