Personal Data Social Security Cards & Numbers Driver’s License(s) Dependents’ Social Security Numbers & Dates of Birth Child care provider : Name, address and tax I.D. or Social Security Number Alimony paid: Social Security Number
Employment & Income Data W-2 forms for this year Unemployment compensation: Forms 1099-G Miscellaneous income including rent: Forms 1099-MISC Partnership, S Corporation, & trust income: Schedules K-1 Pensions and annuities: Forms 1099-R Social Security/RR1 benefits: Forms RRB-1099 Commissions received 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
Financial Liabilities Auto loans and leases (account numbers and car value) if vehicle used for business Student loan interest paid Early withdrawal penalties on retirement plans, CDs and other time deposits
Automobiles Personal property tax information
Expenses Gifts to charity (with written statement from charity for any single donation of $250 or more) Unreimbursed expenses related to volunteer work Unreimbursed job-related expenses (travel, 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 and/or own records Partnership 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 IRA, Keogh/ other retirement plan contributions: 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
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