Ready to file? Make sure that you have all of your forms...
Personal Information
-
Social Security number
-
Spouse's and/or dependents' Social Security numbers
-
Last year’s tax return
Financial Information
-
Employment W-2s
-
Income statements for self-employment or business, including MISC-1099s and Schedule K-1s
-
Information for any taxes you have paid during the tax year (estimated tax payments, property tax, sales tax)
-
Mortgage interest statement if you own a house
-
College tuition statements, student loan interest, education expenses (if you are a college student)
-
Retirement account contributions or distribution documents
-
Charitable donations made throughout the year
-
Medical expense statements and receipts, & contributions
-
Job search expenses or moving related expenses
-
1099-C forms, if you cancelled any debt during the year
-
Investment forms for dividends or interest income earned
-
Record of alimony received
-
Health insurance payments (if self-employed)
-
Energy efficient home improvement records and receipts
-
Child care records, if you have children and pay for daycare or babysitters so you can work
Home Business Information
-
Records for income
-
Office and supply expenses
-
Utility expenses
-
Total square footage of your home
-
Square footage of your office space or supply storage (so you can deduct a percentage of your utility bill, rent or mortgage, etc.)
-
Car mileage or expense records if you use your vehicle for business