Reduce Tax-Time Stress!

Reduce Tax-Time Stress!
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• Paperwork necessary to file your income taxes? 
• What should you keep? 
• Here is a checklist of some common items needed at tax time:

Income

• W-2s 
• 1099s for miscellaneous income 
• Proof of alimony 
• Interest and dividend income statements 
• Social Security (1099-SSA) and pension income statements 
• Retirement plan distributions (1099-R) for contributions, distributions, & rollovers 
• Brokerage statements (1099-B) 
• Profit/loss K-1 statements from partnerships, trusts, and small business 
• Proof of other income (jury duty, child support, etc.) 
• Income/expense from rental properties, self-employment, and hobbies 

Deductions

• Mortgage Interest (1098) 
• Real estate tax documents 
• Expenses: moving, education, child-care, mortgage and student interest, IRA contributions 
• Charitable donations (cash and non-cash) receipts 
• Health care expenses 
• Casualty and theft loss documentation 
• Un-reimbursed employee expenses 
• Receipts for qualified energy efficiency purchases 
• Documents for the purchase, sale, or refinance of your home 
• Motor vehicle registration receipts 
• Gambling profit and losses documentation 
• Mileage logs for business, moving, medical, and charitable travel 
• Job related expenses 
• Tuition payments (1098-T) 

Other

• Cost information for any investment or property sale 
• Full information on any dependents (DOB, age, any income, etc.) 
• Education information for all qualifying family members 
• Review all checking account and credit card statements for deductions 
• Identify any estimated tax payments made during the year 
• Copies of any tax refunds 
• Year-end payroll check stub 
• Recap of any gifts received or given in excess of $14,000