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Income:

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• W-2 form

• 1099-MISC and/or 1099-K

• Records of income not reported on 1099 forms

• Records of expenses including receipts, credit statements, etc.

• Record of estimated tax payments

• SSA-1099 form for Social Security benefits

• 1099-R for pension/IRA/annuity income

• 1099-G for refund of state/local income taxes

• 1098-T for scholarships/fellowships

• 1099-R for disability income

• Income or loss from the sale of stocks, bonds, or real estate

• Income or loss from rental property

• Alimony received

• Statements for prizes or lottery/gambling winnings

• Interest and dividend statements from banks

• Records for any other income

 

Deductions:

 

• Retirement contributions, including a 401(k) or IRA

• State and local taxes you’ve paid

• Mortgage statements and property tax bills if you are a homeowner

• College tuition (1098-T) and student loan statements (Form 1098-E)

• Childcare expenses, including provider’s address and federal tax ID number

• Charitable donations

• Medical and dental expenses

• Records for supplies used as an educator

 

Business Expenses:

 

• Advertising and promotion

• Business meals

• Business insurance

• Business interest and bank fees

• Business use of your car

• Depreciation

• Education

• Home office

• Interest

• Legal and professional fees

• Moving expenses

• Rent expense

• Salaries and benefits

• Telephone and internet expenses

• Travel expenses

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