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Below is the information you will need to gather for the preparation of your personal tax returns. Do not hesitate to contact us if you have any questions.
Personal Information
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Your social security number
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Your spouse's full name and social security number
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Amount of any alimony paid and ex-spouse's social security number
Other people who may belong on your return
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Dates of birth and social security numbers
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Childcare records (including the provider's ID number) if applicable
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Approximate income of other adults in your home (not spouse, if you're filing jointly)
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Form 8332, copies of your divorce decree, or other documents showing that your ex-spouse is releasing their right to claim a child to you
Education Payments
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Bills from the educational institution or anything else that itemizes what you paid or received loans for versus what was covered by scholarship or other financial aid
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Forms 1098-T and 1098-E, if you received them
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Scholarships and fellowships
Employee Information
Self-Employment Information
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Forms 1099-MISC, Schedules K-1, income records to verify amounts not reported on 1099s.
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Records of all expenses — check registers or credit card statements, and receipts
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Business-use asset information (cost, date placed in service, etc.) for depreciation
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Office in home information, if applicable
Vehicle Information
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Total miles driven for the year (or beginning/ending odometer readings)
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Total business miles driven for the year (other than commuting)
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Amount of parking and tolls paid
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If you want to claim actual expenses, receipts or totals for gas, oil, car washes, licenses, personal property tax, lease or interest expense, etc.
Rental Income
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Records of income and expenses
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Rental asset information (cost, date placed in service, etc.) for depreciation
Retirement Income
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Pension/IRA/annuity income (1099-R)
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Social security/RRB income (1099-SSA, RRB-1099)
Savings and Investments
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Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
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Income from sales of stock or other property (1099-B, 1099-S)
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Dates of acquisition and records of your cost or other basis in property you sold
Other Income
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Unemployment, state tax refund (1099-G)
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Gambling income (W-2G or records showing income, as well as expense records)
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Amount of any alimony received and ex-spouse's name
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Health care reimbursements (1099-SA or 1099-LTC)
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Jury duty records
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Hobby income and expenses
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Prizes and awards
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Other 1099
Itemizing Deductions
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Forms 1098 or other mortgage statements
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Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid
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Real estate and personal property tax records
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Invoice showing amount of vehicle sales tax paid
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HUD statement showing closing date of home purchase
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Cash amounts donated to houses of worship, schools, other charitable organizations
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Records of non-cash charitable donations
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Amounts paid for healthcare insurance and to doctors, dentists, hospitals
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Amounts of miles driven for charitable or medical purposes
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Expenses related to your investments
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Amount paid for preparation of your 2009 tax return
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Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel)
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Job-hunting expenses
IRA Information
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Amount contributed for 2010 (and 2011, if applicable)
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Traditional IRA basis
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Value of IRAs on Dec. 31, 2010
If you were affected by a federally declared disaster
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City/county you lived/worked/had property in
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Records to support property losses (appraisal, clean up costs, etc.)
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Records of rebuilding/repair costs
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Insurance reimbursements/claims to be paid
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FEMA assistance information
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Check FEMA site to see if my county qualifies for individual assistance
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