The following is a general listing of items needed to prepare an individual tax return, additional items may be necessary depending on your situation:

• Personal and Dependent Information
  • Your social security number or tax ID number
  • Your spouse’s full name and social security number and tax ID number
  • Dates of birth and social security numbers of dependents
  • Childcare records (including providers tax ID) and education payments
• Income
  • Form W-2
  • Form 1099-Misc (received from a person or entity you provided services to during the year)
  • Schedules K-1 (investment in partnership interests)
  • Form 1099-R (pension, IRA, annuity income)
  • Form 1099-SSA (social security)
• Business Income and Expenses
  • Form 1099-Misc (received from a person or entity you provided services to during the year)
  • Income records for income not reported on 1099s.
  • Records of all expenses
  • Home office information
  • Asset information for depreciation
  • Business use of vehicle expenses (mileage, parking & tolls, or actual expenses)
• Interest & Dividend Income
  • Forms 1099-INT, 1099-OID, 1099-DIV (from banks and other financial institutions)
  • Forms 1099-B & 1099-S (income from sales of stock or other property)
  • Dates of acquisition and records of your cost or other basis if basis not reported on 1099-B
• Other Income
  • Alimony received
  • Gambling winnings
  • Prizes and awards
  • Hobby income and expenses
  • Unemployment, state tax refund (1099-G)
• Deductions and Credits
  • Real estate and personal property tax records
  • Record of moving expenses not reimbursed by employee
  • Mortgage interest (Form 1098)
  • Amount of state/local income tax paid (other than wage withholding)
  • State and local sales tax paid
  • Invoice showing amount of vehicle sales tax paid
  • Cash amounts donated to charity (churches, schools, other charitable organizations)
  • Records on non-cash charitable donations
  • Amount paid for preparation of last year’s tax return
  • Employment related expenses (not reimbursed by employer)
  • Job hunting expense
  • Health Savings Account (HSA) contributions (Form 5498-SA)
  • Amounts paid for healthcare insurance and to doctors, dentists and hospitals.
  • Miles driven for medical or charitable purposes
  • Expenses related to investments
  • Receipts for energy-saving home improvements
• Record of estimated tax payments made during the year