Check List of Documents for Tax Preparation
Income documentation consists of:
• W2s received for wages earned from all jobs
• 1099-INT is for interest received
• 1099-DIV is for dividends earned
• 1099-B is for the sale of stock or securities (Received by February 17)
• W-2G for gambling winnings
• 1099-R distributions from retirement plans
• 1099-MISC for income as an independent contractor, rents or royalties & medical pymt. recv.
• SSA-1099 or RRB-1099 for social security and railroad retirement
• Schedule K1 – for partnerships, trusts or S-Corporations
• 1099-G for state refunds and unemployment benefits
• 1099-C for cancellation of debt
• Form 5498 – Health Savings Account distributions
• 1099-S sale of property (Received by February 17)
• Rental properties Income
• Self-Employment Income
• Alimony received
Deductions and Credits
• Form 1098-T for Tuition expenses
• Form 1098 – Mortgage Interest Statement
• Child Care Credit Expenses and documents
• Real Estate Taxes PAID document
• Charitable Donations documents
• Moving Expenses from switching job locations documents
• Job Related expenses documents
• Form 1095-A Health Insurance Marketplace Statement
• Form 8965 Health Coverage Exemptions
• Schedule C expenses
• Schedule E expenses
• Mileage documentation
• Form 1098-E Student Loan Interest Statement