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Event |
Documents or Information Needed |
| |
Birth or Adoption |
Social Security cards and adoption papers |
| |
Death of child or spouse |
Date of death - |
| |
Additional members of household |
Date of occupancy and relationship |
| |
Job change |
Start date -
Name of new employer -
W-2s from new and old employers |
| |
Unemployment |
Unemployment Form |
| |
Retirement contribution |
Type of plan -
Amount of contribution - |
| |
Retirement distributions |
Form 1099-R |
| |
Social Security Benefits |
Form 1099-SSA |
| |
Sale of stocks, bonds, etc. |
Form 1099-B or other sale documents; basis or original costs |
| |
Purchase of stocks, bonds, etc., personal residence, or other real estate |
Purchase documents; closing papers |
| |
Inheritance |
Will; K-1 from the estate |
| |
Trade any property |
Date of trade, property given up and property received, basis and FMV; Qualified intermediary sales agreements or closing papers |
| |
Start or end a small business |
Formation or termination dates;
Property contributions or distributions |
| |
Lawsuit settlements |
Date received; reason for the settlement; 1099-MISC |
| |
Rental property |
Income; expenses; new property purchased |
| |
Prizes |
Form 1099-MISC; value of prizes not included on Form 1099-MISC |
| |
Lottery or gambling winnings |
Total amount won whether on W-2Gs or not ; total amount of losses |
| |
Health insurance, medical, dental, or drug expense Totals (often no benefit unless total is more than 7.5% of AGI & you itemize or you’re self-employed) |
Health insurance premiums; post-taxed payments; totals of other medical, dental, and drug expenses. If the health insurance is pre-taxed (ie. cafeteria plan, §125, POP) premiums have already been deducted from the wage. |
| |
Medical Miles (18 cents per mile) |
Total miles driven |
| |
State income or property taxes paid |
Prior year’s income tax return; property tax bills; closing papers from the purchase or sale of property; letter from the state regarding any change in a prior filed return |
| |
Purchase or refinance a home |
Closing papers from purchase; Forms 1098 |
| |
Charitable contributions of money, property, or out of pocket expenses |
Date and type of contributions, knowledge that receipts from the organizations have been received; mileage log for charitable work |
| |
Charitable Miles (14 cents per mile) |
Total miles driven |
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Transfer of IRA to charity |
Brokerage statement showing transfer |
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Job related expenses |
Meals, lodging, and miscellaneous expense amounts for items related to employment |
| |
Business miles (48.5 cents per mile) |
Total miles driven, business miles driven per vehicle |
| |
Educational or student loan interest expenses |
Form 1098-T for parents or children; Interest record for student loans; If the child is a student, the form will come to the child. |
| |
Child or disabled spouse care |
The name, address, and ID number of the day care provider; the amount paid to the provider; if the provider comes into your home a W-2 may be required. |
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Energy credit |
Information regarding the purchase of qualifying vehicle, windows, doors, furnace, solar or other energy upgrades. |
