Bills from the educational institution or anything else that itemizes what you paid or received loans for versus what was covered by scholarship or other financial aid 1098T and 1098E
Scholarships and fellowships
IRA Info
Amount contributed for tax year being filed and previous year if applicable
Traditional IRA Basis
Value of IRA’s on Dec 31st of the tax year being filed
Itemizing Deductions
1098 or other mortgage statements
Amount of state/local income tax paid (other than wage withholding) or amount of vehicle sales tax paid
Real Estate and personal property tax records
Invoice showing amount of vehicle sales tax paid
HUD statement showing closing date of home purchase
Cash amounts donated to houses of worship, schools, other charitable organizations
Records of noncash charitable donations
Amount paid for healthcare insurance and to doctors, dentists, hospitals
Amounts of miles driven for charitable or medical purposes
Expenses related to your investments
Amount paid for previous tax year
Employmentrelated expenses (dues, publications, tools, uniform cost and cleaning, and travel)
Jobhunting expenses
Other Income
Unemployment, state tax refund (1099G)
Gambling Income (W2G or records of earnings and losses)
Amount of any alimony received and ex-spouse’s name
Health care reimbursements (1099SA or 1099LTC)
Jury Duty records
Hobby income and expenses
Prizes and awards
1099M
Schedule K1
Rental Income: Including records of income and expenses and Rental asset information (cost, date placed in service, etc.)
Personal Information
Your social security number
Your spouse’s full name and social security number
Amount of any alimony paid and ex-spouse’s social security number
Previous tax return for review and continuity (if necessary)
Income information (Forms W2)
Retirement Income
1099R (Pension/IRA/Annuity Income)
1099SSA, RRB1099 (Social Security/RRB Income)
Savings and Investments
1099INT, 1099OID, or 1099DIV statements. To report Interest and Dividend income
1099B or 1099S statements. To report the sales of stock or other property Dates of acquisition and records of your cost or other basis in the property that you sold
Self Employeed Income Info
1099M, Schedule K1, income records to verify amounts not reported on 1099’s.
Records of all expenses – check registers or credit card statement 1099K and receipts
Businesses asset information (cost, date placed in service, etc.) for depreciation
Office in home information, if applicable (must provide total SqFt of home, total SqFt of room/space used as office, total utilities paid, total rent/mortgage paid, and any other related expenses to the home office including items to depreciate)
Spouse/Dependent Information
Dates of birth and social security numbers
Childcare records (including the provider’s ID number) if applicable
Income of other adults in your home
Form 8332, copies of your divorce decree, or other documents showing that your ex-spouse is releasing their right to claim a child to you
Vehicle Info
Total miles driven for the year
Total business miles for the year other than commuting
Amount of parking and tolls paid If you are electing to claim actual expenses, totals of gas, oil, car washes, licenses, personal property tax, lease or interest expense, etc.
