List of Documents to Bring (Personal)

List of Documents to Bring (Personal)

List of Documents Needed for Tax Preparation


Personal Information

o  Driver’s License and SS#

o  Spouse’s Driver’s License and SS#


o  Dates of Birth and SS#

o  Approximate income of other adults in your home

o  Form 8332

Employment Income

o  W2/Wage statement

o  1099-MISC/Self-employment business income and expense

Saving & Investments

o  1099-INT/1099-DIV/Interest and dividend income

o  1099-B/Statement on the sales of stocks or bonds

o  Dates of acquisition & records of your cost or other basis in sold property

Retirement Income

o  1099-R/Pension, retirement income

o  SSA-1099/Social Security income

Other Income

o  1099G/Unemployment income

o  W-2G/Gambling income

o  1099-SA or 1099-LTC/Health care reimbursements

o  Other 1099

Homeowner Data

o  Form 1098/Mortgage interest

o  1099-S/Sale of Residence

o  1099-A or 1099-C/Foreclosure or short sale

o  HUD-1/Final Escrow Closing Statement

o  Property taxes paid

Deductible Items

o  Unreimbursed moving expenses

o  1098-E/Student loan interest paid

o  1098-T/Education expenses, including Tuition & Books

o  Alimony paid: amt paid, name & SS# of recipient

o  IRA Contributions

o  Vehicle license fee from DMV renewal

o  Letter/Receipt for cash charitable donations

o  Childcare records (including the provider’s ID #)

o  Medical expense records

Other Items to Bring

o  Last year’s tax return and source documents

o  Banking information for Direct Deposit of Refund or Direct Debit or Taxes owed


Common Tax Deductions Checklist



o  Medical transportation expenses including tolls, parking, etc.

o  Nursing home medical expenses

o  Medical aids such as crutches, canes, and orthopedic shoes

o  Hearing aids, eye glasses, and contact lenses

o  Equipment for disabled individuals

o  Hospital fees for services such as nursing, physical therapy, lab tests, and x-rays

o  Abuse programs, and certain smoking-cessation treatments


o  Education expenses to maintain or improve job skills

o  Required uniforms

o  Union dues

o  Home office expenses (if you work from home)

o  Cleaning and laundering services while traveling for business

o  Cell phones required for business


o  Commissions for the sale of your home, or rental management if you rent it out

o  Moving expenses

o  Personal property taxes on cars, boats, etc.

o  Casualty and theft losses


o  Donated clothing or other goods

o  Mileage incurred while performing charitable activities


o  Hope and Lifetime Learning credits (a type of federal financial aid for college tuition that gives tax credit instead of tuition payment)

o  Student loan interest


o  Investment-related expenses

o  Refinancing points on a mortgage

o  Accounting or legal fees involved with taxes

o  Cost of safe deposit box used for investments or business

o  Penalty on early withdrawal of savings

o  Alimony


o  Care provided for disabled children or spouse (Child and Dependent Care Credit)

o  Clean fuel credit for purchase of hybrid car

o  Some gambling losses


***Please consult your tax professional as not every item will be applicable to your situation. IRS & state guidelines apply for recordkeeping & document retention.

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