Personal Data

•     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
•     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