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Simple tax return list:
- Drivers license and SS cards for taxpayer and spouse.
- Social Security cards and dates of birth for all dependents as well as taxpayer and spouse.
- W-2’s.
- If you have a copy, your prior year tax return.
- Forms 1099-Misc. Independent Contractor income. Please review the rest of this list to see if anything applies to your tax situation:
- All 1099-INT, 1099-DIV, 1099-B, 1099-PATR statements.
- Unemployment compensation Form 1098-G (this may vary by state) Bring in whatever form the state uses to report unemployment compensation benefits.
- SS-1099 Social Security Benefits Statement.
- Mortgage interest statement. (Closing Statement for Refinance)
- Real Estate Tax and Personal Property Tax Statements.
- Charitable contribution receipts and statements.
- Income and Expenses from a business you own.
- Basis of stocks sold (what you paid for it [per share]).
- Form 8832 or Divorce decree for noncustodial parent claiming a dependent child.
- Schedule K-1 from partnership, s-corporation, or a trust.
- Rent income and expenses for rental units.
- Nonresident Aliens need to bring in their Visa and Passport and any work authorization documentation.
- Estimated tax payment amounts.
- Alimony paid and received.
- 1099-R – Pension and Annuity income.
- Royalty amounts.
- Housing allowance amounts (for clergy or ministers).
- Stock Appreciation Rights (stock options).
- Medical, business, and charitable mileage.
- Any form that says “Do not throw away, Tax Document”.
- Educational expense payments for you, your spouse, or dependents including Student Loan Interest.
- If you purchase a home the closing document.
- If you purchased a car the bill of sale (need the sales tax).