Tax Document Checklist

• Social Security numbers and birthdates for everyone who will be included on the return (spouse, children, parents, etc.)
  
  
• Last three years tax returns
  
  
• Amount of state and local income tax paid for tax year (Form 1098-G)
  
  
• W-2s, 1098s, 1099s, or K-1s received from employors, financial institutions, government, etc.
  
  
• Records of other income (rental, jury duty, gambling, hobby, alimony, etc.) and expenses, if applicable
  
  
• Income and expense records for work you performed (not already shown on a W-2 or 1099)
  
  
• Purchase date and your total investment in any stocks or other property you sold
  
  
• Expenses related to your investments
  
  
• Records of any contributions you made to IRAs or other retirement plans
  
  
• Records for mortgage interest, real estate, and personal property tax
  
  
• Amounts donated to houses of worship, schools, and other charitable organizations
  
  
• Records of non-cash charitable donations
  
  
• Number of miles driven for charitable or medical purposes (Please specify charitable or medical)
  
  
• Amounts paid for health care insurance and to doctors, dentists, hospitals, etc.
  
  
• Records to support childcare and higher education costs
  
  
• Employment-related expenses (dues, travel, publications, tools, uniform cost, and cleaning, etc.)
  
  
• Job search expenses and umemployment income (if applicable)