Please use the following list of items to prepare for filing your personal income tax return. 

Personal Information 

• Dates of birth and Social Security numbers for you, your spouse, children and dependents 
• Bank account and routing numbers for electronic refund deposit 
• Prior year’s income tax return 

Tax Information  

• W-2 forms for wages, salaries, tips, etc. 
• 1099s for interest, dividends, retirement, Social Security, state/local refunds, etc. 

• Rental property income and expenses 
• Schedule K-1 from partnerships, S corporations, estates and trusts 
• Statements reflecting mortgage interest, real estate and personal property taxes paid 
• Any charitable contributions and value of any donated property 
• Record of retirement plan contributions such as IRAs, SEP, SIMPLE and other self-employed pension plans 

• Statements reflecting investment transactions for securities such as stocks and bonds 
• Cost basis information on securities or property sold 
• Health insurance coverage Forms 1095-A, 1095-B and/or 1095-C 
• Medical and dental expense records 
• Documents supporting educational expenses, deductions or distributions including Forms 1098-T, 1098-E or 1099-Q 

• Alimony Paid 
• Legal documentation of adoption, divorce or separation involving custody of your dependent children 
• Closing statements regarding the sale or purchase of real property 
• Business expenses that have been incurred personally 
• Qualified energy efficient home improvements 

• Any tax notices sent to you by the IRS or other taxing authority 
• The contents of any envelope that has Important Tax Information or the like printed on the outside 

Other 

• Estimated tax payments made during the year