Income Documents Needed

  • W-2 Wages
  • W-2G Gambling Income

1099s

  • 1099-MISC Miscellaneous Income
  • 1099-SSA Social Security Statement
  • 1099-G Unemployment Benefits
  • 1099-DIV Dividend Statement
  • 1099-INT Interest Statement
  • 1099-R Retirement Distributions
  • 1099-B Brokerage Statements
  • K-1 Statements for partnerships, trusts, and small businesses
  • Income and Expenses for Rental Properties
  • Income and Expenses for Self-Employment
  • Income and Expenses for Alimony

Deduction Documents Needed

  • 1095-A Health Insurance Marketplace Statement
  • 1098-E Student Loan Interest Paid
  • 1098 Mortgage Interest Paid
  • 1098-T Tuition Statement
  • Real Estate Tax Paid
  • Sales Tax on big ticket items — Auto, etc.
  • Charity Receipts
  • Job Related Expenses — Union Dues, Education, Uniforms, Etc.
  • Gambling Losses
  • Last Year’s Tax Preparation Fees
  • Casualty Loss of Property
  • Medical Expenses Health Insurance
  • Long Term Health Insurance
  • Summary of Moving Expenses
  • IRA and SEP Contributions
  • Childcare expenses paid and to whom
  • Closing statement on any property bought or sold
  • Home Energy Saving Property Purchases — AC/Windows Etc.