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What to bring for individual Income Tax

Looking for what to bring to file your US Individual Income Tax? Here’s a checklist below.

  1. Social Security Card(s) – Taxpayer and Spouse
  2. Driver’s License(s) – Taxpayer and Spouse
  3. Dependents’ Social Security Numbers & Dates of Birth
  4. Last Year’s Federal & State Tax Returns
  5. Wage Statements – Form W-2
  6. Pension or Retirement Income – 1099-R
  7. Interest & Dividend Income – Form 1099-INT/Form 1099-DIV
  8. Proceeds from Broker Transactions – Form 1099-B
  9. State & Local Income Tax Refund Amounts – Form 1099-G
  10. Social Security Income – Form SSA-1099
  11. Unemployment Income – Form 1099-G
  12. Miscellaneous Income Including Rent – Form 1099-MISC
  13. Commissions Received
  14. Commissions Paid
  15. Sales of Stocks or Bonds – Form 1099-B
  16. Self-Employed Business/Farm Income & Expenses – Form 1099-MISC
  17. Self-Employed Business Related Expenses – Receipts, Documents, Records
  18. Employment Taxes & Other Business Taxes Paid for Current Year – Payment Records
  19. Lottery or Gambling Winnings – Form W-2G and Gambling Losses
  20. Prizes & Awards
  21. Income & Expenses From Rentals
  22. Income from Partnerships, S Corporations, Trusts, & Estates – Schedule K-1
  23. IRA/401K Contributions and Distributions
  24. Alimony Paid or Received
  25. Child Care Expenses & Provider Information – Including Tax I.D. or Social Security Number
  26. Medical, Eye Care, & Dental Expenses
  27. Medical Savings Accounts
  28. Cash & Noncash Charitable Donations
  29. Mortgage or Home Equity Loan Interest Paid – Form 1098
  30. Real Estate & Personal Property Taxes
  31. Unreimbursed Employment-Related Expenses
  32. Educator Expenses
  33. Tuition & Education Fees – Form 1098-T
  34. Student Loan Interest – Form 1098-E
  35. Federal, State & Local Estimated Income Tax Paid for Current Year: Estimated Tax Vouchers, Cancelled Checks & Other Payment Records
  36. IRA, Keogh & Other Retirement Plan Contributions – If Self-Employed, Identify if for Self or Employees
  37. Foreign/Other Taxes Paid
  38. State & Local Tax Payments
  39. Other Interest Paid
  40. Auto Expenses or Milages If The Vehicle Was Used for Business.
  41. Gifts to Charity (Qualified Written Statement from Charity for any Single Donation of $250 or More)
  42. Bring the statements for any external accounts that you’ve deposited over $10,000 in the given tax year.