CHECKLIST OF COMMON ITEMS

Bank account number and routing number to receive your refund by direct deposit

Dependents’ name (as it appears on their Social Security card), dates of birth, and Social Security numbers

W-2s from your employer(s)

1099-G forms for unemployment income and state or local tax refunds

1099-INT, 1099-DIV, and 1099-B for interest, dividends, and stock sales

1099-R and SSA-1099 for retirement plan distributions and Social Security benefits

1099-S for income from the sale of your residence or other property

1099-MISC for income from a rental property

1099-Q for distributions from a 529 plan or Coverdell ESA

1099-SA for distributions from a health saving account (HSA)

Schedule K-1 for income from a pass-through business, trust, or estate

Records of any transactions involving cryptocurrency

Information on other sources of income, such as gambling winnings, jury duty pay, cancellation of debt, etc.

1099-NEC or 1099-K 

Records of all business income and expenses

Out-of-pocket medical expenses

Premiums paid for long-term care insurance

Form 1098 showing mortgage interest, mortgage insurance premiums, and points paid 

Real estate taxes

State and local income taxes or sales taxes

Charitable donations

Form 1098-E for student loan interest

Records of contributions to an HSA, IRA, SEP or self-employed retirement plan

For teachers, expenses paid for classroom supplies

Premiums paid for self-employed health insurance

Form 1098-T showing expenses for higher education

Child care costs and care provider’s name, address, and tax identification number

Form 1095-A if you purchase health insurance through the Health Insurance Marketplace