Income Sources

Employed or Unemployed

• Form W-2

• Unemployment (Form 1099-G)

Savings & Investments Income

• 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)

• Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)

• Transactions involving cryptocurrency (Virtual currency)

Self-employed

• Forms 1099, Schedule K-1, income records to verify amounts not reported on 1099-MISC or 1099-NEC

• Record of all expenses - check registers or credit card statements, and receipts

• Business-use asset information (cost, date placed in services, etc.) for depreciation

• Office in home information, if applicable

Rental Income

• Records of income and expenses

• Rental asset information (cost, date placed in service, etc.) for depreciation

Retirement Income

• Pension/IRA/annuity income (1099-R)

• Traditional IRA basis (i.e., amounts you contributed to the IRA that were already taxed)

• Social security/RRB income (SSA-1099, RRB-1099)

Other Income & Losses

• Payment Card and Third Party Network Transactions (1099-K)

• Gambling income (W-2G or records showing income, as well as expense records)

• Jury duty records

• Hobby income and expenses

• Prizes and awards

• Trust income

• Royalty Income 1099-MISC

• Any other 1099s received

• Record of alimony paid/received with ex-spouse's name and SSN

• State tax refund

Credits and Deductions

Payments to Tax Authority

• Record of estimated tax payments made (Form 1040-ES and any applicable state estimated tax payments)

Home and Vehicle Ownership

• Forms 1098 or other mortgage interest statements 

• Real estate and personal property tax records

• Receipts for energy-saving home improvements (e.g., solar panels, solar water heater)

• Electric vehicle information

• All other 1098 series forms

Charitable Donations

• Cash amounts donated to houses of worship, schools, other charitable organizations

• Records of non-cash charitable donations

• Amounts of miles driven for charitable or medical purposes

Medical Expenses

• Amounts paid for healthcare, insurance, and to doctors, dentists, and hospitals

• Amounts paid for qualified insurance premiums if paid outside of the Marketplace or an employer provided plan

Health Insurance

• Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)

Childcare Expenses

• Fees paid to a licensed day care center or family day care for care of an infant or preschooler

• Amounts paid to a baby-sitter or provider care of your child under age 13 while you work

• Expenses paid through a dependent care flexible spending account at work

Educational Expenses 

• Forms 1098-T from educational institutions

• Receipts that itemize qualified educational expenses

• Records of any scholarships or fellowships you received

• Form 1098-E if you paid student loan interest

K-12 Educator Expense

• Receipts for classroom expenses (for educators in grades K-12)

State and Local Taxes

• Amount of state and local income or sales tax paid (other than wage withholding)

• Invoice showing amount of vehicle sales tax paid and / or personal property tax on vehicles

Retirement & Other Savings and Investments

• Expenses related to your investments

• Form 5498-SA showing HSA contributions 

• Form 5498 showing IRA contributions

• All other 5498 series forms (5498-QA, 5498-ESA)

Federally Declared Disaster Area

• City/county you lived/worked/had property in

• Records to support property losses (appraisal, clean-up costs, etc.)

• Records of rebuilding/repair costs

• Insurance reimbursements/claims to be paid

• FEMA assistance information

• Check the FEMA website to see if your county has been declared a federal disaster area