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Ready or not, it’s time to start thinking about your taxes.  Gathering the appropriate documents in advance can speed up the preparation process and help you take advantage of money-saving tax breaks.  Here’s a list of items most taxpayers need to file their tax return.

Personal information

  • Social security numbers and birth dates for you, your spouse and your dependents
  • A copy of your prior year tax return
  • Routing number and account number to receive your refund via direct deposit

Income

  • W-2 forms for you and your spouse
  • 1099-C forms for cancellation of debt
  • 1099-G forms for unemployment income, or state or local tax refunds
  • 1099-INT, 1099-DIV, 1099-B forms for investment or interest income
  • 1099-MISC forms for independent contractor income
  • 1099-R forms for distributions from IRAs or retirement plans
  • 1099-S forms for sale of property income
  • SSA-1099 for Social Security income
  • Alimony received, paid
  • Income and expense from a business
  • Income and expense from rental property
  • Miscellaneous income: jury duty, gambling/lottery winnings, scholarships, Medical Savings Account (MSA), unreported tip income, prizes and awards

Expenses

  • Forms 1098 for mortgage interest, points and private mortgage insurance
  • Form 1098-E for student loan interest
  • Form 1098-T for tuition paid
  • Federal and State estimated tax payments
  • Medical and dental expenses (including medical mileage, long term care health insurance)
  • Real estate and personal property taxes
  • State and local taxes
  • CASH and NON-CASH charitable donations (including mileage driven)
  • Casualty and theft loss (only for federally declared disasters)
  • Gambling losses to the extent of winnings
  • Child care costs including care provider identification
  • IRA contributions
  • Qualifying energy expense for home improvements
  • Receipts for classroom supplies (educators in grades K-12 only)
  • Receipts for moving expenses (members of the military only)

Other

  • Form 1095-A, Health Insurance Marketplace Statement
  • 1095-B, 1095-C Health Insurance Verification Form

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