Use this checklist as your personal guide to compiling your tax documents. This checklist can be your personal guide to compiling and organizing your tax documents. It can save you time and remind you which tax documents you’ve gathered 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

Child / Dependent Residency (Any one for each dependent)

  • School Records or Statement
  • Landlord or Property Management Lease/Statement
  • Healthcare Provider Statement
  • Medical Records
  • Childcare Records
  • Placement Agency Statement
  • Social Service Records or Statement
  • Place of worship records
  • Indian tribal official statement
  • Employer statement

Income Data

  • W-2, earnings statement or last paystub for W-2 download
  • Self-employed business income and expenses / 1099-MISC
  • Commissions you received or paid
  • Pension or retirement income / 1099-R
  • Unemployment income / 1099-G
  • Social Security Income / SSA-1099
  • Alimony paid or received
  • Lottery or gambling winnings and losses

Real Estate

  • Real estate taxes paid
  • Personal property taxes paid
  • Mortgage or home equity loan interest paid / 1098
  • Record of new home purchase or sale
  • Rental income and expenses

State & Local Taxes

  • State or local taxes paid
  • State refund amount / 1099-G
  • Estimated taxes or foreign taxes paid

Savings & Investments

  • IRA contributions
  • Interest and dividend income / 1099-INT or 1099-DIV
  • Statements on stock or bond sales / 1099-B

Family / Medical

  • Affordable Care Act/Marketplace Annual Insurance Premium Statement
  • Medical and dental expenses
  • Child care expenses and provider information
  • Mileage records to doctor appointments

Work Expenses (Unreimbursed)

  • Uniforms, union dues/expenses, dues to professional societies, licenses and regulatory fees, subscriptions to professional journals/trade magazines, tools/supplies used in your work, occupational taxes, passport for a business trip, travel,  transportation, meals, entertainment, gifts and local lodging related to your work.
  • Job-related educational expenses

 

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, student activity fees, athletic fees.
  • Student loan interest / 1098-E

Other

  • Charitable donations, cash and non-cash
  • Casualty or theft losses
  • Mileage records for travel to and from Goodwill, Salvation Army, charity events, volunteer work, etc.