•  Unexpired State ID or driver’s License
• Social Security Cards
• W2’s
• Birth Certificates
• All Receipts/Income Information (for businesses)
• Bank Account Information (direct deposit)

EDUCATION CHECKLIST

• 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

SELF EMPLOYMENT CHECKLIST

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

RETIREMENT INCOME AND CONTRIBUTIONS

• Pension/IRA/annuity income (1099-R)
• Social security/RRB income (1099-SSA, RRB-1099)
• Form 5498 showing IRA contributions
• Traditional IRA basis (i.e. amounts you contributed to the IRA that were already taxed)

SAVINGS AND INVESTMENTS

• 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)

OTHER INCOME

• Unemployment, state tax refund (1099-G)
• Gambling income (W-2G or records showing income, as well as expense records)
• Amount of any alimony received
• Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)
• Jury duty records
• Hobby income and expenses
• Prizes and awards
• Other 1099