Personal Data

 

 Social Security Numbers (including spouse and children)

 Birth Dates & Names (including spouse and children)

 Child care provider Information

 Alimony paid: Social Security Number

Employment & Income Data

 

 W-2 forms for this year

 Unemployment compensation: Forms 1099-G

Misc income : Forms 1099-MISC

 Partnership, S Corporation, & trust income: Schedules K-1

 Pensions and annuities: Forms 1099-R

 Social Security/RR1 benefits: Forms SSA-1099 / RRB-1099

 Alimony received

 Jury duty pay

 Gambling and lottery winning

 Prizes and awards

 Scholarships and fellowships

 State and local income tax refunds: Form 1099-G

Homeowner/Renter Data

 

 Residential address(es) for this year

 Mortgage interest: Form 1098

 Sale of your home or other real estate: Form 1099-S

 Second mortgage interest paid

 Real estate taxes paid

 Rent paid during tax year

 Moving expenses

Financial Assets

 

 Interest income statements: Form 1099-INT & 1099-OID

 Dividend income statements: Form 1099-DIV

 Proceeds from broker transactions: Form 1099-B

 Retirement plan distribution: Form 1099-R

Health Care

 

 Reporting Proof of Health Insurance: Form 1095 A or B or C  

 

Financial Liabilities

 

 Auto loans and leases  if vehicle used for business

 Student loan interest paid

 Early withdrawal penalties on CDs and other time deposits

Automobiles

 

 Personal property tax information / Vehicle Registration

Expenses

 

 Gifts to charity (qualified written statement from charity for any single donations of $250 or more)

 Unreimbursed expenses related to volunteer work

 Unreimbursed expenses related to your job (travel expenses, uniforms, union dues, subscriptions)

 Investment expenses

 Job-hunting expenses

 Job-related education expenses

 Child care expenses

 Medical Savings Accounts

 Adoption expenses

 Alimony paid

 Tax return preparation expenses and fees

Self-Employment Data

 

 Business income: Forms 1099-MISC, 1099NEC and/or own records

 Partnership and Corps SE income: Schedules K-1

 Business-related expenses: Receipts, other documents & own records

 Farm-related expenses: Receipts, other documents & own records

 Employment taxes & other business taxes paid for current year: Payment        records

Miscellaneous Tax Documents

 

 Federal, state & local estimated income tax paid for current year: Estimated tax vouchers, cancelled checks & other payment records

 IRA, Keogh and other retirement plan contributions: If self-employed, identify as for self or employees

 Records to document medical expenses

 Records to document casualty or theft losses

 Records for any other expenditures that may be deductible

 Records for any other revenue or sales of property that may be taxable or reportable