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Filing Status

Employment & Income Data

W-2 forms for this yearTax refunds and unemployment compensation: Form 1099-GMiscellaneous income including rent: Form 1099-MISCPartnership and trust incomePensions and annuitiesAlimony receivedJury duty payGambling and lottery winningsPrizes and awardsScholarships and fellowshipsUnemployment compensation1095-A Forms

Homeowner/Renter Data

Mortgage interest: Form 1098Sale of your home or other real estate: Form 1099-SReal estate taxes paidMoving expenses

Financial Assets

Interest income statements: Form 1099-INT & 1099-0IDDividend income statements: Form 1099-DIVProceeds from broker transactions: Form 1099-BRetirement plan distribution: Form 1099-RCapital gains or losses

Financial Liabilities

Student loan interest paidEarly withdrawal penalties on CDs and other fixed time deposits

Expenses

Gifts to charity (receipts for any single donations of $250 or more)Unreimbursed expenses related to volunteer workUnreimbursed expenses related to your job (travel expenses, entertainment, uniforms, union dues, subscriptions)Investment expensesJob-hunting expensesEducation expenses (tuition and fees)Child care expensesMedical Savings AccountsAdoption expensesAlimony paidTax return preparation expenses and fees

Self-Employment Data

Estimated tax vouchers for the current yearSelf-employment taxSelf-employment SEP plansSelf-employed health insuranceK-1s on all partnershipsReceipts or documentation for business related expensesFarm income

Deduction Documents

State and local income taxesI.R.A, Keogh and other retirement plan contributionsMedical expensesCasualty or theft lossesOher miscellaneous deductions