WHAT TO BRING TO YOUR TAX APPOINTMENT

 

Use this checklist as your personal guide to organizing and compiling your tax documents.  Doing so can save you time and remind you of the tax documents that pertain to you based on your circumstances throughout the year.

Personal Data

  • Driver’s license(s)

  • Social security card(s)

  • Last year’s federal and state tax returns

  • Social security numbers and birth dates of dependents 

Savings and Investments

  • Sales of stocks, investments/1099-B

  • IRA, SEP, Keogh, and Roth contributions

Income Data

  • W-2 earning statement(s)

  • Self-employed business income and expenses form/1099 Miscellaneous

  • Pension of retirement income/1099-R

  • Unemployment income/1099-G

  • Social security income/SSA-1099

  • Alimony paid or received

  • Rental income and expenses

  • Investment income/1099-DIV, 1099-INT, K-1

  • State tax refund amount/1099-G

Family and Medical

  • Affordable Care Act/Marketplace annual insurance/Proof of insurance

  • Medical and dental expenses

  • Child care expenses and provided information

  • Medical mileage information

Real Estate Data

  • Mortgage or home equity loan interest paid form/1098

  • Real estate taxes paid

  • Record of new home purchase or sale


State federal taxes

  • Federal and state estimated taxes paid

  • Personal property taxes (DMV)

  • Sales taxes

  • Foreign taxes paid

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, study activity fees, athletic fees

  • Student loan interest/1098-E 

Other

  • Charitable donations, cash and non-cash

  • Mileage records for travel to and from Goodwill, Salvation Army, charity events, volunteer work, etc.