Other income: jury duty pay, gambling winnings (W-2G), prizes, awards, or rental income, alimony received (including payer’s SSN) if divorce finalized prior to 1/1/2019
Health Insurance Information
All 1095-A Forms (Marketplace health insurance)
Records of credits and/or advance payments received from the Premium Tax Credit (if claiming)
Any corrected 1095-A (if received)
Form 1095-B (if provided by employer or insurance carrier)
Form 1095-C (employer-provided health insurance offer and coverage)
Homeowner/Renter Data
Residential address(es) for this year
Form 1098 (mortgage interest statement)
Records of any interest paid on home equity loans, lines of credit, or second mortgages
Form 1099-S (proceeds from real estate transactions)
Settlement or closing statement for any real estate purchased or sold during the year
Records of real estate and personal property taxes paid
Records of rent paid
Unreimbursed moving expenses (active-duty military only)
Financial Assets
Form 1099-INT & 1099-OID (interest income statements)
Form 1099-DIV (dividend income statements)
Form 1099-B (proceeds from broker transactions)
Form 1099-R (retirement plan distribution)
Schedule K-1 (partner’s share of income, deductions, credits)
Financial Liabilities
Auto loans and leases (account numbers and car value) if the vehicle is used for business
Form 1098-E (student loan interest paid)
Early withdrawal penalties on CDs and other fixed-time deposits
Form 1099-C (canceled debt or loan defaults)
Automobiles
Vehicle registration fees
Personal property tax information
Sales tax on purchase
Business use of vehicle
Total miles driven for the year
Total business miles driven for the year
Receipts for all actual car expenses (gas, repairs, oil changes, insurance, etc.)
Expenses
Documentation for medical and dental expenses paid out-of-pocket
Health Savings Accounts (HSAs) and Medical Savings Accounts (MSAs)
Form 1099-SA (for distributions to your account)
Form 5498-SA (for contributions you made to your account)
Gifts to charity (receipts for single donations of $250+, and non-cash donations of $500+)
Childcare provider information (name, address, and Taxpayer Identification Number (SSN or EIN))
Documentation for adoption expenses
Receipts for donations to charity
Unreimbursed expenses and mileage related to volunteer work
Alimony received or paid (including payee’s SSN) if divorce finalized prior to 1/1/2019
Self-Employment Data
Estimated tax vouchers for the current year
Self-employment income (1099s, cash, or electronic payments)
Itemized receipts or documentation for business-related expenses
Business use of home
Square footage of your home and the dedicated business-use portion
Home-related expenses (utilities, rent or mortgage interest, insurance, etc.)
Date of purchase, cost, and description of large business assets (equipment, machinery, furniture)
Self-employment SEP plans, Simple IRA, Solo 4019(K)
Self-employed health insurance
K-1s on all pass-through entities
Rent income and expenses
Deduction Documents
Health Savings Account (HSA) contributions
Student loan interest
Gifts to charity
Mortgage interest
State and Local Taxes (SALT)
Retirement plan contributions
Medical and dental expenses
Casualty or theft losses in a federally declared disaster area
Educator expenses
Credits
Information for children under age 17 (including SSN)
Name, address, and Taxpayer Identification Number (SSN or EIN) of your childcare provider
Energy improvements made to your home
Purchase and installation of major residential clean energy systems
Vehicle Identification Number (VIN) and final purchase date of electric or plug-in hybrid vehicles prior to September 30, 2025
Form 1098-T: Education expenses (tuition and fees)