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W-2 and/or earnings statements
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Driver’s License
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Last year’s Federal and State tax returns
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Social Security numbers and birth dates of dependents
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Proof of Health Insurance
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Real Estate
- Real Estate taxes paid
- Personal Property taxes paid
- Mortgage or home equity loan interest paid / 1098
- Record of new home purchase or sale
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State & Local Taxes
- State or local taxes paid
- State refund amount / 1099-G
- Estimated taxes or foreign taxes paid
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Income Sources
- Self-employed business income and expenses /.1099-MISC
- Commissions you received or paid
- Pension or retirement income / 1099-R
- Unemployment income / 1099-G
- Social Security Income / SSA-1099
- Alimony paid or received
- Lottery or gambling winnings (If you itemize, even if you have winnings, losses may be listed on Schedule A in your favor
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Savings & Investment
- IRA contributions
- Interest and dividend income / 1099-INT or 1099-DIV
- Statements on stock or bond sales / 1099-B
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Family
- Medical and dental expenses
- Child care expenses and provider information
- Mileage records to doctor appointments
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Work Expenses (Unreimbursed)
- Uniforms, union dues/expenses, dues to professional societies, licenses and regulatory fees, subscriptions to professional journals/trade magazines, tools/supplies used in your work, occupational taxes, passport for a business trip, travel, transportation, meals, entertainment, gifts and local lodging related to your work
- Job-related educational expenses
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Education Expenses (Unreimbursed)
- Classroom expenses for teachers
- Tuition, books, supplies/equipment needed for a course of study, notebooks, books, education fees, non-academic fees, student activity fees
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Other
- Charitable donations, cash and non-cash
- Casualty or theft losses
- Mileage records for travel to and from Goodwill, Salvation Army, charity event, volunteer work, etc.
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