TAX CENTER
This checklist can be your personal guide to compiling and organizing your tax documents. It will save you time and remind you of the tax documents you’ve gathered throughout the year.
Personal Data​
Savings and Investments
Driver’s License(s)
Social Security card(s)
Last year’s Federal and State tax returns
Social Security numbers and birth dates of dependents
IRA contributions
Interest and dividend income / 1099-INT or 1099-DIV
Statements on stock or bond sales / 1099-B
Family / Medical
Income Data
W-2, earnings statement or last paystub for W-2 download
Self-employed business income and expenses / 1099-MISC
Commissions you received or paid
Pension or retirement income / 1099-R
Unemployment income / 1099-G
Social Security Income / SSA-1099
Alimony paid or received
Lottery or gambling winnings and losses
Real Estate
Real estate taxes paid
Personal property taxes paid
Mortgage or home equity loan interest paid / 1098
Record of new home purchase or sale
Rental income and expenses
Education Expenses (unreimbursed)
College Tuition Statement: 1098-T
Classroom expenses for teachers
Tuition, books, supplies/equipment needed for a course of study, notebooks, ebooks, education fees, non-academic fees, student activity fees, athletic fees.
Student loan interest / 1098-E
Work Expenses
Uniforms, union dues/expenses, dues to professional societies, licenses, and regulatory fees, subscriptions to professional journals/trade magazines, tools/supplies used in your work, occupational taxes, passport for a business trip, travel, transportation, meals, entertainment, gifts and local lodging
related to your work.
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Job-related education expenses
Affordable Care Act/Marketplace Annual Insurance Premium Statement
Medical and dental expenses
Child care expenses and provider information
Mileage records to doctor appointments
Other
Child / Dependency Residency
Any One For Each Dependent
School Records or Statement
Landlord or Property Management Lease/Statement
Healthcare Provider Statement
Medical Records
Childcare Records
Placement Agency Statement
Social Service Records or Statement
Place of worship records
Indian tribal official statement
Employer statement
Charitable donations, cash and non-cash
Casualty or theft losses
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Mileage records for travel to and from Goodwill, Salvation Army, charity events, volunteer work,
etc.