Last Year's Return

• Let's make sure your return was filed correctly last year

Work/Income

• W-2s from your employer
• 1099-MISC (for contractor work)
• 1099-INT (interest)
• 1099-DIV (investments, dividends, capital gains)
• 1099-G (unemployment compensation, state & local tax refunds from prior year)
• K-1 (Partner's Income)
• Rental property income
• Unreimbursed job expenses

Education

• 1098-E (student loan interest paid)
• 1098-E (tuition paid or scholarships received)

Home

• 1098 (mortgage interest, property taxes, insurance)
• Vehicle registration and excise taxes paid
• Receipts for green, energy efficiency improvements
• Moving expenses (if you moved more than 50 miles away from your previous home)
• Casualty & theft losses

Dependents

• Receipts for dependent care expenses
• Receipts for expenses in connection with adoption

Health Care

• 1095-A, 1095-B or 1095-C
• 1099-SA (distributions from HSAs)
• 1099-MSA (distributions from MSAs)
• Receipts for self-employed health insurance
• Medical expenses

Retirement

• 1099-R (Distributions from Retirement Accounts)
• 5498 (IRA contributions)

Charitable Contributions

• Donation receipts

Other

• Adoption expenses