Needed to File

Employment and Income Data

• Form W-2 for 2016
• Unemployment compensation and state tax refunds: Form 1099-G
• Miscellaneous income, including rent and royalties: Form 1099-MISC
• Partnership, S corporation and trust income: Schedule K-1
• Pensions, annuities, IRAs, and qualified plans: Form 1099-R
• Social Security or railroad retirement benefits: Form SSA-1099
• Alimony Received

Homeowner/Renter Data

• Mortgage Interest: Form 1098
• Sale of your home or other real estate: Form 1099-S
• Real estate tax receipts: summer & winter
• Renters: landlord name, address, monthly amount of rent

Other

• Copy of driver's license (both husband and wife, if applicable)

Financial Assets

• Forms may include 1099-B, 1099-DIV, 1099-INT, 1099-OID, 1099-MISC, and 1099-R
• Roth conversion reporting: 1099-R
• Same forms for any children or dependents under age 24 with income (earned or unearned)

Expenses and Deductions

• Gifts to charity (both cash and non-cash)
• Child care expenses
• Personal property tax receipts
• Health savings account (HSA) distributions or expenses
• HSA contributions
• Traditional IRA contributions
• Higher eduction fees: Form 1098-T
• License Plate Fee
• Investment expense records
• Medical and dental expenses
• Deductible retirement plan contributions
• Alimony paid