Tax Items Needed

Income Documents Needed

• W-2 If you are an employee and have taxes withheld

• Sch K-1 Partnership Income and/or S Corp Income

• 1099-G Unemployed or have a State Refund

• 1099-MISC Miscellaneous Income / Subcontractor Income / Rental Income

• 1099-R Retirement Income

• SSA-1099 Social Security Income

• RRB-1099 Railroad Benefits

• 1099-INT Interest Income

• 1099-OID Original Issue Date

• 1099-DVI Dividend Income

• 1099-B Sale of Stock

• 1099-S Proceeds from Real-estate Transaction

• 1099-SA Health Savings Account Distribution

• 1099-LTC Long Term Reimbursement

• W-2G Gambling Income

• 1099-_ Any and all other types of 1099’s

Expense and Other Documents Needed

• Sch K-1 Partnership Loss &/or S Corp Loss

• 1098 Mortgage Statement

• 1098-_ All other types of 1098’s

• 1098-T Tuition Expense for an Education Institute

• 1098-E Student Loan Interest

• 1095-A Health Coverage thru the Marketplace

• 1095-B Health Coverage that is Self-Paid

• 1095-C Health Coverage thru an Employer

• 5498-SA Contributions to a Health Savings Account

• 5498 Retirement Contribution

• 5498-_ All Other

Types of Income Explained

 If you are employed, you will need the following:

• W-2

• Unreimbursed business expenses if you have any (see Job Expenses for what can be deducted)

 If you are Self-Employed, you will need the following items:

• 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 for your own records

• Business-use asset information (cost, date placed in service, etc.) for depreciation

• Office in home information, if applicable (sq ft of home and office area, utilities, expenses such as a phone line for the business)

• Record of estimated tax payments made (Form 1040ES)

 If you own rental property, you will need the following items: 

• Records of income and expenses

• 1099-MISC if filed

• Rental asset information (cost, date placed in service, etc.) for depreciation

• Record of estimated tax payments made (Form 1040ES)

 If you have Retirement Income, you will need the following items:

• Pension / IRA / annuity income (1099-R)

• Traditional IRA basis (i.e. amounts you contributed to the IRA that were already taxed)

• Social security / RRB income (1099-SSA, RRB-1099)

 If you have Savings, Investments, or Dividends, you will need the following items:

• 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 (if basis is not reported on 1099-B)

• Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)

• Expenses related to your investments

• Record of estimated tax payments made (Form 1040ES)

 If you have any Other Income or Losses, you will need the following items:

• Gambling income (W-2G or records showing income, as well as expense records)

• Jury duty records

• Hobby income and expenses

• Prizes and awards

• Trusts

• Royalty Income (1099-MISC)

• Any other 1099s received

• Record of alimony paid/received with Ex-spouse’s name and SSN

Types of Deductions Explained:

 If you own a home, you will need the following items:

• Forms 1098 or other mortgage interest statements

• Real estate and personal property tax records

• Receipts for energy-saving home improvements (check https://www.energystar.gov/productfinder/ to see if your product qualifies)

• All other 1098 series forms

 If you contribute or Donate to a Charity, you will need the following items:

• Cash amounts donated to houses of worship, schools, and/or other charitable organizations

• Records of non-cash charitable donations

• Amounts of miles driven for charity

 If you incurred Medical Expenses, you will need the following items: 

• Amounts paid for healthcare insurance

• Doctors, Dentists, & Hospitals Expenses

• Prescriptions Paid Out of Pocket

• Mileage Driven to these Appointment

• Glasses or contacts paid out of pocket

 To provide “Proof of Health Insurance”, you will need the following items: 

• Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)

• Form 1095-B and/or 1095-C if you had insurance coverage through any other source (i.e . . . an employer, insurance company, government health plan such as Medicare, Medicaid, CHIP, TRICARE, VA, etc.)

• Marketplace exemption certificate (ECN) if you applied for and received an exemption from the Marketplace (Exchange)

 If you have a child and you paid for Childcare, you will need the following items: 

• Fees paid to a licensed day care center or family day care for care of an infant or preschooler, Less any reimbursements form an employer or other assisted reimbursements

• Wages paid to a baby-sitter

• EIN or SSN from care provider

 If you paid Educational Expenses, you will need the following items:

• Forms 1098-T from educational institutions

• Receipts that itemize qualified educational expenses

• Records of any scholarships or fellowships you received

• Form1098-E if you paid student loan interest

 If you Incurred Job Expenses or Paid Tax Prep Fees, you will need the following items: 

            (The below items are available 2017 & previous years however, some items are not available for 2018 &forward)

• Employment related vehicle expenses (tolls, mileage, gas, maintenance, license, property tax, interest expense, parking)

• Receipts for classroom expenses (for educators in grades K-12) - Still Valid in 2018 & Forward

• Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel)

• Job-hunting expenses

• Record of moving expenses not reimbursed by employer - Still Valid in 2018 & Forward

• Mileage driven for work, not commuting, and not reimbursed

• Amount paid for preparation of last year’s tax return

 State & Local Taxes or Sales Tax, you will need the following items:  

• Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid

• Invoice showing amount of vehicle sales tax paid

 If you had Retirement & Other Savings, you will need the following items: 

• Form 5498-SA showing HSA contributions

• Form 5498 showing IRA contributions

• All other 5498 series forms (5498-QA, 5498-ESA)

 If you were in a Federally Declared Disaster, you will need the following items: 

• City / County where 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 has been declared a federal disaster area (https://www.fema.gov/)

• Receipts of purchase, reimbursement, and loss incurred