- W-2 forms from each employer you had during the
year
- 1099-INT and 1099-DIV interest and dividend
income reporting forms
- 1099-R forms for pension income and retirement
plan distributions
- 1099-S for Social Security benefits received
- 1099-G for state unemployment compensation,
state tax refunds, gambling or lottery winnings
- 1099-MISC for compensation received as an
independent contractor, executor, trustee, etc.
- 1099-B for the sale of securities
- 1099-S for sale of real estate
- Form 1098 for mortgage or home equity loan
interest you paid
- 1098-T for tuition and fees paid for higher
education (and info on other education expenses)
- Alimony paid or received, including Social
Security Number of recipient (save cancelled
checks)
- Records of purchase and sale of a personal
residence, including the settlement statement from
closing (Keep records of all home improvements.)
- Real estate taxes paid during the year
- Summary of medical and dental expenses paid
during the year and any insurance reimbursements
- Schedule of estimated federal, state and local
taxes paid during the year
- Summary of charitable donations, including
cash, checks and donated property. Keep all
receipts. If value of donated property exceeds
$500, an itemized list is necessary.
- Child care expenses and provider information.
The tax identification number of the provider is
required.
- Information on IRA contributions made or to be
made for the tax year
- Summary of moving expenses, if eligible for the
moving expense deduction
- Schedules K-1 from partnerships, S corporation,
trusts or estates. NOTE: These forms are not
required to be delivered to you by January 31st, so
they may arrive later than other tax documents.
- Summary of casualty losses from fire, theft or
natural disaster
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- Job-related expenses, such as union or
professional association dues, work clothing,
tools, supplies, job-hunting and job-related
education.
- Log book for business use of a vehicle.
- Other records relating to vehicles purchased or
leased during the year for which you are claiming
business expense deductions
- Receipts for travel, lodging and meals while on
business
- Receipts and records for all business-related
income and expenses
- Records of all income from and expenses paid
for rental real estate you own
If You Can Answer Yes to the Following Questions,
You Should Give All Related Documents to Your Tax
Preparer.
- Did you pay interest on higher education loans?
- Were there any births, deaths, adoptions,
divorces or marriages in your household?
- Did you convert a traditional IRA to a Roth, or
recharacterize a Roth back to a traditional IRA?
- Did you receive tip income?
- Did you receive a notice from the IRS, state or
local taxing agency regarding a prior year tax
return?
- Did you receive installment payments on
property sales?
- Did your children under 14 years of age receive
investment income?
- Did you support anyone other an your own
children?
- Did you make gifts to any individual other than
your spouse of more than $11,000?
- Do you have a foreign bank account?
- Did you refinance your mortgage during the
year?
- Did you pay points to purchase a home or
refinance a mortgage during the year?
- Did you receive sick pay?
- Did you have household employees?
- If you did not receive a W-2 from a former
employer, do you have the final pay stub from that
employer?
- Did you receive money from a lawsuit?
- Did you receive money from any other source not
previously mentioned in this checklist?
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