PERSONAL INFORMATION
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Name, Address, and Social Security Number (SS#)
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Your spouse's full name and SS#
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Alimony paid & full name and SS# of ex-spouse
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Proof of health insurance (Form 1095-A, 1095-B, 1095-C)
INFORMATION FOR OTHERS ON RETURN
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Dates of birth and SS#s
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Childcare records including tax ID of childcare provider
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Income of other adults in your home
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Form 8332 showing custodial parent is releasing their right to claim a child to you (if applicable)
EMPLOYEE INFORMATION
RETIREMENT INCOME/IRA INFORMATION
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Pension / IRA annuity income (Form 1099-R)
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Social Security information (Form 1099 SSA)
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Form 5498 showing IRA contributions
SAVINGS & INVESTMENTS
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Investment & dividend income (1099-INT, 1099-DIV, 1099-OID)
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Income from sales of stock or other property (1099-B, 1099-S)
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Dates of acquisition and records showing cost basis of property sold if not reported on 1099-B
RENTAL PROPERTY INCOME
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Records of income and expenses
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Rental asset information (cost, date placed in service, etc)
SELF EMPLOYMENT INFORMATION
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Forms 1099-Misc and Schedules K-1
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Records of all expenses
OTHER DEDUCTIONS AND CREDITS
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Mortgage interest statement (Form 1098)
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Real estate and personal property tax records
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Records of charitable contributions (church, 501c(3), etc.)
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Records of non-cash donations (Am-Vets, Goodwill, etc)
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Amounts paid for healthcare, insurance, doctors, etc
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Miles driven for charitable or medical purposes
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Records of energy-saving home improvements
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HSA contributions (Form 5498-SA)
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Records of estimated tax payments made
EDUCATION PAYMENTS
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Forms 1098-T from educational institutions
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Summary of all itemized education expenses
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Records of any scholarships received
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Forms 1098-E if you paid interest on student loans
OTHER INCOME
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Unemployment income
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State tax refund (Form 1099-G)
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Amount of alimony received
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HSA & long-term care reimbursement (1099A, 1099-LTC)
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Jury duty records
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Hobby income and expenses/prizes and awards
