Personal Information
(For Taxpayer, Spouse, and all dependents)

· Social Security Card

· Picture Identification (Driver’s License, Passport, or Identification Card)

· If alimony was paid, please provide amount full name and social security number of the recipient

Income documentation

· W-2 Form (Wage and Tax Statement)

· 1099-G (Unemployment)

· 1099-NEC (Non-Employee Compensation)

· W-2G (Gambling income + expense records)

· 1099-SA / 1099-LTC (Health Savings Account)

· Other 1099

Rental Property

· Record of income and expenses

· Rental asset information (Cost, date placed in service, etc. for depreciation)

· Real estate and personal property tax records

Retirement & Contributions

· 1099-R (Pension / IRA / Annuity income)

· 1099-SSA (Social Security Administration)

· RRB-1099 (Railroad Retirement Benefits)

· Form 5498 (Shows IRA contributions)

· Traditional IRA basis (i.e. amounts you contributed to the IRA that were already taxed)

Self-Employment

· 1099-NEC

· Schedules K-1

· Total gross income 

· Bank statements to verify income

· Record of all expenses – check registers, credit card statements, and receipts

· Office in home information; if applicable

Business Use of Vehicle

· Log showing total miles driven for the year (or beginning/ending odometer readings)

· Total business miles driven for the year (Other than commuting)

· Purpose of the mileage

· Amount of parking and tolls paid

· Invoice showing amount of vehicle sales tax paid

Education

· 1098-T (From educational institutions)

· Receipts that itemize educational expenses

· Records of any scholarships or fellowships you received

· 1098-E (If you paid student loan interest)

Savings and Investments

· 1099-INT, 1099-OID, 1099-DIV (Interest, Dividend income)

· Income from sales of stock or other property (1099-B, 1099-S)

· Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)

Affordable Care Act

· 1095-A (Obamacare: Ambetter, Oscar, Molina, Blue Cross Blue Shield)

· Marketplace exemption certificate

· 1095-B and/or 1095-C if you had insurance coverage through any other source (i.e. an employer, insurance company Medicare, Medicaid,  CHIP, TRICARE, VA, etc.)

Other

· Receipts for classroom expenses (for educators in grades K-12)

· All other 5498 series forms (5498-QA, 5498-ESA)

· Record of moving expenses not reimbursed by employer

· Forms 1098 or other mortgage interest statements

· Amount of state/local income tax paid

· Cash amounts donated

· Records of non-cash charitable donations (GoodWill)

· Amounts paid for healthcare insurance and to related expenses

· Amounts of miles driven for charitable or medical purposes

· Expenses related to your investments

· Amount paid for preparation of last year’s tax return

· Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel)

· Job-hunting expenses

· Receipts for energy-saving home improvements

· Record of estimated tax payments made