1. Last year's federal and state return 2. W-2s for wages, salaries, tips, and pensions 3. 1098s for mortgage interest paid 4. 1099s for interest, dividends, state tax refunds, retirement plan distributions, unemployment, cancellation of debt, and other payments 5. Retirement plan contribution statements 6. K-1s from partnerships, S corporations, estates and trusts 7. Social Security numbers for yourself, your spouse and all dependents If you itemize deductions to complete Schedule A, you'll need records and receipts for:
If you own a rental property, please complete this worksheet: Worksheet for a rental property If you're a small business owner and are filing Schedule C, you'll need all receipts and documentation pertaining to your company, including:
Have you received any correspondence from the Internal Revenue Service or state/local tax agencies? Did your marital status change during the year? If you divorced, did you receive or pay any alimony? Did you incur child care or dependent care expenses? Did you or any member of your household pay college expenses? Did you make any major improvements to your home? |
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