Remember, this list applies to both you and your spouse. However, some of these items may not apply to your tax situation. Use this list as a guide to help prepare for your tax appointment.
Personal Tax Information and Tax Documents
- Government-issued ID (unexpired)
- Copy of Social Security card
- Any IRS or state notices or letters
- Your prior 2-years tax returns
- Occupation, Date of Birth
- Direct deposit information – routing and account numbers
- Current address
- If moved during tax year, provide prior address and date moved
Dependents
- Dates of birth and Social Security numbers or other tax ID numbers
- Childcare records (including the provider’s tax ID number)
- Form 8332 when the child’s custodial parent is releasing their right to claim a child to the noncustodial parent
Income
- Income Sources
- Forms W-2
- All Forms 1099
- Unemployment (Form 1099-G)
- Savings & investments or dividends
- Interest and dividend income (Forms 1099-INT, 1099-OID, 1099-DIV)
- Income from sales of stock or other property (Forms 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 Form 1099-B)
- Expenses related to your investments
- Record of estimated tax payments made (Form 1040-ES)
- Forms 1099-B, 1099-K, or 1099-MISC from crypto/digital/virtual currency, NFTs and all other similar types of income or loss
- Self-employed and Business Income
- Forms 1099-NEC and 1099-K
- Income records to verify amounts not reported on 1099 forms
- Business expenses
- Business use asset information (cost, date placed in service, etc.) for depreciation
- Home office and mileage information
- Profit and Loss Report
- Rental income
- Records of income and expenses
- Rental asset information (cost, date placed in service, etc.) for depreciation
- Retirement income
- Pension/IRA/annuity income (Forms 1099-R, CSA1099-R, CSF1099-R)
- Traditional IRA basis (prior-year Forms 8606 showing amounts already taxed)
- Social Security/RRB income (Forms SSA-1099, RRB-1099)
- Savings & investments or dividends
- Interest, dividend income (Forms 1099-INT, 1099-OID, 1099-DIV)
- Income from sales of stock or other property (Forms 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 Form 1099-B)
- Expenses related to your investments
- Record of estimated tax payments made (Form 1040-ES)
- Forms 1099-B and/or 1099-DIV from crypto/digital/virtual currency, NFTs and all other similar types of income or loss
- Cost of all crypto/digital/virtual currency, NFTs and other similar income
- Other income & losses
- State refunds (Form 1099-G)
- Partnership, S-corporation, or trust Schedule K-1s as investor, active owner, or beneficiary
- Gambling income (Form W-2G or records showing income or expense)
- Jury duty compensation records
- Alimony received
- Hobby income and expenses
- Prizes and awards
- Health Savings Account and long-term care reimbursements (Form 1099-SA or 1099-LTC) deductions
- Records of property sales (Form 1099-S)
- Cancellation of debt (Forms 1099-C, 1099-A)
Tax Deduction Sources
- Home ownership
- Form 1098 or other mortgage interest statements
- Real estate and personal property tax records
- Charitable donations
- Cash amounts donated
- Records of non-cash charitable donations
- Miles driven for charitable purposes
- Medical and Dental expenses
- Amounts paid for insurance and payments to doctors, dentists, and hospitals
- Mileage and travel expenses
- Health insurance
- Form 1095-A if you have health insurance through a state Health Insurance Marketplace (Exchange)
- Teacher expenses
- Educator expenses
- Alimony paid
- Childcare expenses
- Amount paid for a child under age 13
- Provider’s name, address, and tax ID
- Educational expenses
- Forms 1098-T from educational institutions
- Amounts of educational expenses, scholarships or fellowships
- Form 1098-E for student loan interest
- State & local tax and sales tax
- Amount of state and local sales tax paid
- Amount of real estate tax paid
- Amount of personal property tax paid
- Invoice for large-item purchases such as cars, boats, motorcycles, etc.
- Retirement & other savings
- Form 5498-SA showing HSA contributions
- Form 5498 showing IRA contributions
- All other 5498 series forms (e.g., 5498-QA, 5498-ESA)
- Federally declared disasters
- City/county you lived/worked/had property in
- Records to support property losses (appraisal, clean-up costs, etc.)
- Records of rebuilding/repair costs
- Insurance reimbursements/claims to be paid
- FEMA assistance information
