Personal Information

• Social Security Numbers (children and spouse)

• Child care provider's Name, address and TIN or SSN

• Alimony (SSN for recipient)

 

Income Information

• All W-2's for income earned

• 1099-G for Unemployment Benefits

• 1099-for miscellaneous income

• 1099-R for pension and annuity income

• RRB-1099 for Social Security/RR1 benefits

• 1099-G State and local tax refunds

• Amount of alimony received

• Jury duty compensation

• Prizes and awards

• Gambling and lottery winnings

• Scholarships and fellowships

• Trust Income

Homeowners/Renters Information

• Addresses for this tax year

• 1098 for all mortgages interest (1st, 2nd, 3rd, etc.)

• 1099-S for sale of real estate (including your home)

• Real estate property taxes paid

• Rent paid during tax year

• Moving expenses

 

Financial Liabilities

• Auto loans and leases (account numbers and car value) if vehicle used for business

• Student loan interest paid

• Early withdrawal penalties on CDs and other time deposits

• 1099-INT  and 1099-OID for Interest income

• 1099-DIV for Dividend income

• 1099-B for proceeds from broker transactions

• 1099-R for retirement plan distribution

 

Expenses

• Charitable gifts (any donation of $250 or more must be verified with a qualified written statement from organization)

• Unreimbursed expenses related to volunteer work

• Unreimbursed expenses related your employment  (expenses, subscriptions, travel, uniforms, union dues)

• Investment expenses

• Job-search expenses

• Job-related educational expenses

• Child care expenses

• Medical savings accounts

• Adoption expenses

• Alimony paid

 

Self Employment Information

• 1099-MISC for Business income or own records

• Self Employed Income

• Receipts and other documents for business related expenses

• Receipts and other documents for Farm Related Expenses

• Payment records and additional business taxes paid or Employment taxes paid

 

Miscellaneous Tax Documents

• Cancelled checks, tax vouchers,  or other payment records for local, state an federal income tax paid for current year

• IRA and other retirement plan contributions, If self-employed, identify if expense was for self or employees

• Records documenting medical expenses

• Records documenting any other expenses that may be deductible

• Records documenting any other revenue received for sale of property that may be taxable or reportable