What to have when doing taxes?

Automobiles

• Personal property tax information
• Sales receipts for new purchases

Expenses

• Gifts to charity (qualified written statement from charity for any single donations of $250 or more)
• unreimbursed expenses related to volunteer work
• unreimbursed expenses related to your job (travel expenses, uniforms, union dues, subscriptions)
• Investment expenses
• Job hunting expenses
• Job related education expenses
• Child care expenses
• Medical savings accounts
• Adoption expenses
• Alimony paid
• Tax return preparation expenses and fees

Self employment data

• business income (Form 1099-MISC and/ or own records)
• Partnership SE income (Schedule K-1)
• Business related expenses (receipts, other documents and own records)
• Farm related expenses (receipts, other documents and own records)
• Employment taxes and other business taxes paid for current year (payment records)

Miscellaneous Tax Documents

• Federal, state, and local estimated income tax paid for current year (estimated tax vouchers, cancelled checks and other payment records)
• IRA, Keogh and other retirement plan contributions (if self employed, identify as for self or employees)
• Records to document medical expenses
• Records for any other expenditures that may be deductible
• Records for any other revenue or sales of property that may be taxable or reportable

Direct deposit or debit

• Voided check