IMPORTANT DOCUMENTS YOU WILL NEED TO FILE YOUR TAX

•State ID or Driver's License

•Social security card

•Medicaid card or insurance card

•Last years taxes (AGI number found on line 37)of 1040

•State PIN (Illinois California, Delaware, Illinois, Maryland, Michigan, Nevada, and Rhode Island users, only ) and if your state requires one

INCOME

W2(most common)

• Self-employed or Business income Profit and Loss  ( Sales receipts, expenses, supplies, inventory, etc. )

• Commission you received or paid

• Pension or retirement income / 1099-R

• Unemployment income / 1099-G

• Social Security Income / SSA-1099

• Alimony paid or received

• Lottery or gambling winnings/losses (If you itemize, even if you have winnings, losses may be listed on Schedule A in your favor)

Family

• Medical and Dental Expenses

• Child care expenses and provider information

• Mileage records to doctor appointments

education forms 1098-E Student Loan form if you made federal student loan payments 1098-T education tuition expenses 

Savings & Investments

• IRA Contributions

Mortgage Interest form 1098

• Interest and dividend income/ 1099-INT or 1099-DIV

• Statements on stock or bond sales/ 1099-B

Work Expenses (Unreimbursed)

• Uniforms, union dues/expenses, dues to professional societies, licenses and regulatory fees,

subscriptions to professional journals/trade magazines, tools/supplies used in your work,

occupational taxes, passport for a business trip, travel, transportation, meals,

entertainment, gifts, and local lodging related to your work.

• Job-related educational expenses

Education Expenses (Unreimbursed)

• Classroom expenses for teachers

• Tuition, books, supplies/equipment needed for a course of study, notebooks, ebooks,

education fees, non-academic fees, student activity fees, athletic fees.

Other

• Charitable donations, cash, and non-cash

• Casualty or theft losses

• Mileage records for travel to and from the Goodwill, Salvation Army, charity events, volunteer

work, etc.