PERSONAL INFORMATION
- Valid picture ID
- Contact information for all tax payers including addresses, email addresses and phone numbers)
- Birth dates and Social Security numbers for ALL household members
- Medical insurance information: If you have Marketplace insurance — also known as ACA or Obamacare — you must bring Form 1095-A. These documents are required to file your return.
- Last year's tax return(s)
- Child Care receipts/expenses Includes provider name, address, and Social Security number OR EIN)
- Custody statements (if applicable, these may be contained in a divorce decree)
- Copy of report cards or other proof of residence for children (in case of divorce or separation)
- If the IRS issued you an Identity Protection PIN, you MUST bring your current year PIN letter. These letters arrive December–January.
FINANCIAL INFORMATION
- A cancelled or voided check (if you anticipate a refund)
- W2's for all tax payers from all jobs held througout the year
- Interest statements (1099's) from savings accounts, stock, bonds, dividends, investments, etc...)
- Retirement Savings contributions
- State Income Tax Refund (if applicable)
- Pension Income
- IRA, 401K, or 403B distributions (1099-R)
- Unemployment Compensation documentation
- Social Security or Railroad Retirement information
- Self-employment Income (109-MISC or record of payments)
- Estimated taxes paid (if applicable)
- Other income information (including alimony, gambling winnings and/or losses, etc...)
MAJOR PURCHASES/SALES
- Real estate sales documentation, including the settlement statement for the sale and the original purchase settlement statement (even if many years old).
- Real estate and/or personal property taxes
- Mortgage interest
- Bill of sale for large purchases (cars, boats, land, livestock, etc.)
CHARITY
- Receipts or other documentation detailing unreimbursed expenses incurred for volunteer work including travel, mileage and equipment
- Receipts or other documentation detailing charitable contributions made throughout the year (including church and non-profit organizations)
BUSINESS EXPENSES
- Rental property information including mortgage interest, taxes, management costs, cleaning and repairs
- Inventory list (both current and for end of previous year)
- Home/Office - if used as principal place of business (include measurements of specific space and total home)
- Business equipment expenses
- Transportation (include mileage)
- Travel expenses
- Other business-related costs
- Utility bills - related to Home/Office
- Office/Equipment repair costs
Other Expenses
MEDICAL EXPENSES
- Includes receipts for eye glasses, hearing aids, dental appliances, etc...
- Nursing care, Physical Therapy, medical equipment and supplies
- Travel expenses
OTHER
- Unreimbursed losses due to natural catastrophe, fire, flood, accident etc...
- Adoption expenses
EDUCATION EXPENSES (including Continuing Education)**
- Tuition and fee statements (includes conference fees)
- Books and supplies receipts
- Travel (applies primarily for Continuing Education)
- Educator unreimbursed expenses (for teachers)