Personal Information
- Your social security number
- Your spouse’s full name and social security number
- Amount of any alimony paid and ex-spouse’s social security number
- Add Your 2020, 2019, and/or 2018 tax return(s). Your Tax Professional can check them for accuracy
Other people who may belong on your return
- Dates of birth and social security numbers
- Childcare records (including the provider’s ID number) if applicable
- Approximate income of other adults in your home (not spouse, if you’re filing jointly)
- Form 8332, copies of your divorce decree, or other documents showing that your ex-spouse is releasing their right to claim a child to you
Education Payments
- Bills from the educational institution or anything else that itemizes what you paid or received loans for versus what was covered by scholarship or other financial aid
- Forms 1098-T and 1098-E, if you received them
- Scholarships and fellowships
Employee Information
- Forms W-2
Self-Employment Information
- Forms 1099-MISC, Schedules K-1, income records to verify amounts not reported on 1099s.
- Records of all expenses — check registers or credit card statements, and receipts
- Business-use asset information (cost, date placed in service, etc.) for depreciation
- Office in home information, if applicable
Vehicle Information
- Total miles driven for the year (or beginning/ending odometer readings)
- Total business miles driven for the year (other than commuting)
- Amount of parking and tolls paid
- If you want to claim actual expenses, receipts or totals for gas, oil, car washes, licenses, personal property tax, lease or interest expense, etc.
Rental Income
- Records of income and expenses
- Rental asset information (cost, date placed in service, etc.) for depreciation
Retirement Income
- Pension/IRA/annuity income (1099-R)
- Social security/RRB income (1099-SSA, RRB-1099)
Savings and Investments
- Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
- Income from sales of stock or other property (1099-B, 1099-S)
- Dates of acquisition and records of your cost or other basis in property you sold
Other Income
- Unemployment, state tax refund (1099-G)
- Gambling income (W-2G or records showing income, as well as expense records)
- Amount of any alimony received and ex-spouse’s name
- Health care reimbursements (1099-SA or 1099-LTC)
- Jury duty records
- Hobby income and expenses
- Prizes and awards
- Other 1099
Itemizing Deductions
- Forms 1098 or other mortgage statements
- Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid
- Real estate and personal property tax records
- Invoice showing amount of vehicle sales tax paid
- HUD statement showing closing date of home purchase
- Cash amounts donated to houses of worship, schools, other charitable organizations
- Records of non-cash charitable donations
- Amounts paid for healthcare insurance and to doctors, dentists, hospitals
- Amounts of miles driven for charitable or medical purposes
- Expenses related to your investments
- Amount paid for preparation of your previous years tax return
- Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel)
- Job-hunting expenses
IRA Information
- Amount contributed for previous tax year (and current tax year, if applicable)
- Traditional IRA basis
- Value of IRAs on Dec. 31
If you were affected by a federally declared disaster
- City/county you lived/worked/had property in
- Records to support property losses (appraisal, clean up costs, etc.)
- Records of rebuilding/repair costs
- Insurance reimbursements/claims to be paid
- FEMA assistance information
Check FEMA site to see if your county qualifies for individual assistance
Income
- Gross receipts from sales or services
- Sales records (for accrual based taxpayers) Beginning inventory (if applicable)
- Ending Inventory (if applicable) Items removed for personal purposes (if applicable)
- Returns and allowances
- Business checking and savings account interest (1099-INT or statement)
Transportation & Travel Expenses
- Local Transportation
- Business trip (mileage)
- Contemporaneous log or receipts for public transportation, parking and tolls.
- Travel away from home
- Airfare or mileage (actual expense if drove)
- Hotels Meals and tips
- Taxes and tips Internet connection (hotel, Internet café, etc.)
Additional Expenses
- Advertising
Commissions paid to subcontractors
- File Form 1099-MISC and 1096 as necessary
Depreciation
- Cost and acquisition date of assets
- Sales price and disposition date of any assets sold
Fringe benefits
- Employer-paid pension/profit sharing contributions
- Employer-paid HSA contributions
- Employer-paid health insurance premiums
- Cost of other fringe benefits
Business insurance
- Casualty loss insurance
- Errors and omissions
Interest expense
- Mortgage interest on building owned by business
- Business loan interest
- Legal fees
Office supplies
- Pens, paper, staples, etc.
- Other consumables
Rent expense
- Office space rent
- Business-use vehicle lease expense
- Other
Office-in-home
- Square footage of office space (hours of use for daycare business)
- Total square footage of home (not applicable for daycare business)
- Mortgage interest or rent paid
- Utilities
Wages paid to employees
- Form W-2 and W-3 Federal and state payroll returns (Form 940, etc.)
Other expenses
- Repairs, maintenance of office facility, etc