GET PERSONAL

☐ W-2 
☐ Unemployment Compensation(1099-G)

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)
☐ Receipts for upgrades and repairs
☐ Receipts for related mileage and other vehicle expenses

RETIREMENT 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)
☐ Receipts for upgrades and repairs
☐ Receipts for related mileage and other vehicle expenses

SAVINGS, INVESTMENTS & DIVIDENDS

☐ Interest, dividend income (1099-INT or substitute) 
☐ Dividend income (1099-OID, 1099-DIV or substitute) 
☐ Sales of stock or other property (1099-B, 1099-S, or Brokerage Statement) 
☐ Expenses related to your investments
☐ Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC) 
☐ Sale of a Personal Residence 
☐ Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B) 
☐ Transactions involving cryptocurrency

OTHER INCOME & LOSSES

☐ Gambling or Lottery Winnings (W-2G or records showing income, as well as expense records) 
☐ Trust income 
☐ Royalty Income 1099–MISC 
☐ Estimated Taxes Paid 
☐ Record of alimony paid/received with ex-spouse’s name and SSN 
☐ State Income Tax Refund 
☐ Jury Duty records

☐ Mortgage Interest Statement 
☐ Real Estate and/or Personal Property Taxes 
☐ Receipts for energy efficient home improvements (e.g., solar panels) 

CHARITABLE CONTRIBUTIONS

☐ 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 
☐ Volunteer Expenses

MEDICAL EXPENSES

☐ Out-of-pocket expenses paid for healthcare and insurance. 
☐ Expenses paid doctors, dentists, inpatient/outpatient facilities, and hospitals.

HEALTH INSURANCE

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

CHILDCARE

☐ Childcare expenses paid to childcare provider
☐ Childcare provider - Name, Social Security and/or EIN, and address
☐ Expenses paid through a dependent care flexible spending account at work 
☐ Amounts paid to a baby-sitter or provider care of your child under age 13 while you work 
☐ Adoption expenses

EDUCATIONAL EXPENSES

☐ 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) 

RETIREMENT & OTHER SAVINGS

☐ Form 5498-SA showing HSA contributions 
☐ Form 5498 showing IRA contributions 
☐ All other 5498 series forms (5498-QA, 5498-ESA)

STATE & 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
☐ Gambling Losses 
☐ Previous year Tax Preparation expense

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 websiteto see if your county has been declared a federal disaster area