Information & Documents to Gather

Depending on your situation, you will likely not need all of this information.

Read through this list and make note of any information & documents that apply to you.

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Personal tax documents & information you may need

• Income​

  • Form W2 (wages)

  • Form 1099-INT (interest income)

  • Form 1099-DIV (dividend income)

  • Form 1099-G (unemployment)

  • Form 1099-B (capital gains income)

  • Form 1099-SA (social security income)

• Child/Dependent Care Expenses​​

  • Include payment amount, name , address, phone number, and EIN for each day care provider​

  • Contributions to 529 plans or ESAs

• Education Expenses

  • Form 1098-T​

• Student Loan Payments

  • Form 1098-E​

• Homeowner Info

  • Real Estate Taxes Paid

  • Mortgage Interest Paid

    • Form 1098​

  • Closing documents (if you purchased a house)​

  • Sale documents (if you sold a house)

    • Form 1099-S​

• Charitable Contributions

  • Everyone can deduct $300 of cash contributions for 2021 ($600 for married filing jointly)

• Retirement Contributions/Distributions

  • Form 5498​

  • Form 1099-SA (HSA or MSA)

  • Form 1099-R

• Debt Forgiveness

  • Form 1099-C​

• Identity

  • IPPIN numbers (if applicable)​

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Business tax information you may need

• Business Income (Form 1099-NEC or 1099-MISC)

  • Additional business income (from sources that did not give you a 1099)​

• Business Expenses (as a spreadsheet, via bookkeeping software, or entered manually in the tax organizer)

  • Click here to see a list of common interpreting business expenses​

  • Click here to download our Business Expense Tracker Spreadsheet to help you get organized

• Phone Bill (including percentage of business use)

• Home Office Details (sqft of home & sqft of office space, utilities, internet)

  • Click here to read our Home Office reference sheet to learn more about this deduction​

• Business Car Usage (miles driven for business, total miles driven during the year, maintenance expenses)

  • Click here to read our Auto expense reference sheet to learn more about this deduction​

• Self-employed health insurance premiums

• Estimated taxes paid

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S Corp & Partnership tax information you may need

• Profit and loss report

• Balance sheet report​

• Amount of owner's contributions

• Amount of owner's distributions 

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Rental tax information you may need

• Rental expenses (as a spreadsheet, via bookkeeping software, or entered manually in the organizer)

  • Click here to see a list of common rental expenses​

• Home Office Details (sqft of home & sqft of office space)

• Rental Car Usage (miles driven for rental maintenance)

• Rental income amount

• Repairs and improvement costs

• Helpful tip:

  • Rental income is reported separately based on each property. So if you have multiple properties, you will need to track rental income and expenses separately for each one.​

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