Individual Tax Checklist-Uncle Joe Tax Services

Your social security number or tax ID number
Your spouse’s full name and social security number or tax ID number
Amount of any alimony paid and ex-spouse’s full name and social security number
Your tax returns for the previous three years. Your Tax Professional can check them for accuracy

Dates of birth and social security numbers or tax ID numbers
Childcare records (including the provider’s tax ID number) if applicable
Income of other adults in your home
Form 8332 showing that the child’s custodial parent is releasing their right to claim a child to you, the noncustodial parent (if applicable)

Forms 1098-T from educational institutions
Receipts that itemize qualified educational expenses
Records of any scholarships or fellowships you receivedForm1098-E if you paid student loan interest

Forms 1099-MISC, Schedules K-1, income records to verify amounts not reported on 1099s
Records of all expenses — check registers or credit card statements, and receipts
Business-use asset information (cost, date placed in service, etc.) for depreciation
Office in home information, if applicable

Log showing total miles driven for the year (or beginning/ending odometer readings), total business miles driven for the year (other than commuting), and the business purpose of the mileage
Amount of parking and tolls paid
If you want to claim actual expenses, receipts or totals for gas, oil, car washes, licenses, personal property tax, lease or interest expense, etc.

Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
Income from sales of stock or other property (1099-B, 1099-S)
Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)

Receipts for classroom expenses (for educators in grades K-12)
Form 5498-SA showing HSA contributions
Record of moving expenses not reimbursed by employer
Forms 1098 or other mortgage interest statements
Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid
Real estate and personal property tax records
Invoice showing amount of vehicle sales tax paid
Cash amounts donated to houses of worship, schools, other charitable organizations
Records of non-cash charitable donations
Amounts paid for healthcare insurance and to doctors, dentists, hospitals
Amounts of miles driven for charitable or medical purposes
Expenses related to your investments
Amount paid for preparation of last year’s tax return
Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel)
Job-hunting expenses
Receipts for energy-saving home improvements
Record of estimated tax payments made