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•  Social Security Numbers (including spouse and children)
•  Child care provider : Name, address and tax I.D. or Social Security Number
•  Alimony paid: Social Security Number

Employment & Income Data
 

•  W-2 forms for this year
•  Unemployment compensation: Forms 1099-G
•  Miscellaneous income including rent: Forms 1099-MISC
•  Partnership, S Corporation, & trust income: Schedules K-1
•  Pensions and annuities: Forms 1099-R
•  Social Security/RR1 benefits: Forms RRB-1099
•  Alimony received
•  Jury duty pay
•  Gambling and lottery winning
•  Prizes and awards
•  Scholarships and fellowships
•  State and local income tax refunds: Form 1099-G

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-DIV
•  Proceeds from broker transactions: Form 1099-B
•  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 (qualified written statement from charity for any single donations of $250 or more)
•  Unreimbursed expenses related to volunteer work
•  Unreimbursed expenses related to your job (travel expenses, uniforms, union dues, subscriptions)
•  Investment expenses
•  Job-hunting expenses
•  Job-related education expenses
•  Child care expenses
•  Medical Savings Accounts
•  Adoption expenses
•  Alimony paid
•  Tax return preparation expenses and fees

Self-employment Data
 

•  Business income: Forms 1099-MISC and/or own records
•  Partnership SE income: Schedules K-1
•  Business-related expenses: Receipts, other documents & own records
•  Farm-related expenses: Receipts, other documents & own records
•  Employment taxes & other business taxes paid for current year: Payment records

Miscellaneous Tax Documents
 

•  Federal, state & local estimated income tax paid for current year: Estimated tax vouchers, cancelled checks & other payment records
•  IRA, Keogh and other retirement plan contributions: If self-employed, identify as for self or employees
•  Records to document medical expenses
•  Records to document casualty or theft losses
•  Records for any other expenditures that may be deductible
•  Records for any other revenue or sales of property that may be taxable or reportable

Please feel free to let me know your comments
on these pages.
Contact, Me ~ Mary Niederlander
via e-mail, write to: Mary@Link2Mary.com
THANK YOU!!