Bring these documents at tax time.

The Starting Point:

• Last year's tax return (if not prepared by our office)
• Social Security numbers and birthdates for children and other dependents

Income Documents:

• All W-2s from employers
• Any statements for miscellaneous income from odd jobs, contracts, etc.
• All interest statements from banks (Form 1099-INT)
• Dividend statements from investment companies (Form 1099-DIV)
• Statements of any unemployment insurance received (Form 1099-G)
• Statements of your last year's state tax refund if you received one
• Any Schedule K-1 received from a partnership, an estate, or S-corporation
• Gambling winnings/losses
• Alimony amounts received/paid
• Social Security statements
• Transaction statements for stocks/bonds you sold during the year (Form 1099-B)
• The purchase price and date of purchase for any stocks you sold during the year
• Information about any other income you received during the year

Business Records—If you operate a small business or rental properties:

• A copy of last year's business return (if not prepared by our office)
• An income and expenses (profit & loss) statement with all expenses categorized
• A list of all business assets including cost and date purchased
• A written record of miles driven for business
• Business-use percentage for assets also used for personal purposes, i.e. 75% for business
• Subcontractor names, addresses, SSN and amounts paid
• Amount paid for health insurance premiums

If you have an office in your home:

• Square-footage of your home and square-footage of your office
• Amounts paid for home utilities, insurance, repairs, and improvements
• Purchase date and cost of your home

Deductions:

• Mortgage interest statement (Form 1098)
• Real estate taxes paid
• Mortgage points paid on a new home, paid by the seller, or on a refinance
• The amount you paid for state taxes last year (if you owed state taxes last year)
• Irrigation tax if you do not have access to the water
• Vehicle taxes/registration fees
• Amount of interest paid on student loans
• Record of contributions to any IRA, college savings plan, or Health Savings Account
• Moving expenses if the move was job-related and more than 50 miles
• Expenses for classroom supplies (for teachers only)
• Alimony paid
• Medical expenses - insurance, physicians, hospitals, prescriptions, co-pays, eye exams/glasses
• Home improvements done for medical reasons
• Mileage driven for medical appointments
• Nursing home expenses where medical treatment is main reason for living at that home
• Cash contributions to churches and qualified nonprofit organizations
• A list, with the fair market value, of items donated to nonprofit organizations
• Mileage driven for charitable purposes, i.e. driving for church camp
• Job related expenses you were not reimbursed for, such as travel, supplies, education, tools, uniforms, dues, etc.
• Job hunting expenses such as resumes, travel, phone charges, and employment agency fees
• Expenses for safe deposit boxes, IRA management fees, investment advice, investment-related publications, and education

Other Items:

• Closing papers for real estate you bought, sold, or refinanced during the year
• Name, address, and Tax Identification Number (EIN or SSN) for child care providers along with amount paid
• Amounts paid for college tuition for yourself or your dependents