Personal
Your social security number or tax ID number.- Your spouse’s full name, social security number or tax ID number.
- Identity Protection PIN, if one has been issued to you, your spouse, or your dependent by the IRS.
- Your and your spouse’s unexpired government issued ID.
Dependent(s)
- Dates of birth and social security numbers or tax ID numbers.
- Childcare records (including the provider's tax ID number) if applicable.
- Income of dependents and of other adults in your home.
Sources of Income
Employed
- Forms W-2.
Unemployed
- Unemployment (1099-G).
Self-Employed
- Forms 1099-MISC or 1099-NEC.
- 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.
- Record of estimated tax payments made (Form 1040–ES).
Rental Income
- Records of income and expenses.
- Rental asset information (cost, date placed in service, etc.) for depreciation.
- Record of estimated tax payments made (Form 1040–ES).
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.
Savings & Investments or Dividends
- 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).
- Expenses related to your investments.
- Record of estimated tax payments made (Form 1040–ES).
- Transactions involving cryptocurrency (Virtual currency).
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.
Types of Deductions
The types of deductions you can take depend a lot on your life situation. It’s likely you won’t need all of the documents listed below for your taxes.
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 Expenses
- 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
- Form 5498-SA showing HSA contributions.
- Form 5498 showing IRA contributions.
- All other 5498 series forms (5498-QA, 5498-ESA).
Federally Declared Disaster
- 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.