Social Security Numbers (including spouse
and children) Child care provider tax I.D.
or Social Security Number
Employment & Income Data
W-2 forms for this year Partnership and trust income
Pensions and annuities Alimony
received Jury duty pay Gambling and lottery winnings
Prizes and awards Scholarships and
fellowships State and local income tax
refund
Homeowner/Renter Data
Residential address(es) for this
year Mortgage interest: Form 1098 Sale of your home or other real estate: Form
1099-S Second mortgage interest
paid Real estate taxes paid Rent paid during tax year
Moving expenses
Financial Assets
Interest income statements: Form 1099-INT
& 1099-OID Dividend income statements:
Form 1099-DN Proceeds from broker
transactions: Form 1099-B Tax Refunds &
unemployment compensation: Form 1099-G
Miscellaneous income including rent: Form 1099-MISC Retirement plan distribution: Form 1099-R
Financial Liabilities
Auto loans and leases (account numbers and
car value) if vehicle used for business
Student loan interest paid Early withdrawal
penalties on CDs and other time deposits
Automobiles
Personal property tax information
Expenses
Gifts to charity (receipts for any single
donations of $250 or more) Un-reimbursed
expenses related to volunteer work
Un-reimbursed expenses related to your job (travel expenses,
uniforms, union dues, subscriptions)
Investment expenses Job-hunting
expenses Education expenses Child care expenses Medical
Savings Accounts Adoption
expenses Alimony paid Tax return preparation expenses and fees
Self-employment Data
K-1s on all partnerships Receipts or documentation for business-related
expenses Farm income
Deduction Documents
State & local income tax: your
estimated tax vouchers for the current tax year IRA, Keogh & other retirement
contributions Medical expenses Casualty or theft losses
Other miscellaneous
deductions